Mike Wilson: The Other Type of Income Inequality
On today's episode, Rising labor, regulatory and cyber security costs are weighing heavily on many small caps. Is corporate income inequality as urgent an issue as individual inequality?
13 Jan 20203min
Andrew Sheets: Mapping the Future of Oil Prices
On today's episode, Geopolitical tensions have driven oil prices—and volatility—higher. But a quick glance at 2022 oil futures prices can tell us a lot about the market’s longer-term view.
10 Jan 20202min
Michael Zezas: What’s Next on U.S.-China Trade?
On today's episode, As a Phase One trade deal nears completion, can investors worry less about the risks of tariff escalations? Not so fast, says head of U.S. public policy Michael Zezas.
8 Jan 20201min
Mike Wilson: Weighing Fed Intervention, Geopolitics
On today's episode, As 2020 begins, central bank moves and reawakened geopolitical risk promise to be key market catalysts. Chief Investment Officer Mike Wilson details the potential impact on portfolios.
7 Jan 20203min
Andrew Sheets: A New Chapter for the United Kingdom
On today's episode, For three and a half years, Brexit has been a source of uncertainty for the United Kingdom and its markets. Now, with some business uncertainty reduced, a new narrative may be emerging.
3 Jan 20203min
Mike Wilson: 2020 and the Return to Reflation
On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolios toward stocks that benefit from rising inflation.
23 Dec 20194min
Andrew Sheets: 3 Lessons from 2019… for 2020
On today's episode, What important factors from 2019 could give investors context on the investing climate ahead? Consider valuations, policy and inflation.
20 Dec 20193min
Michael Zezas: Markets Mull the “Phase One” Deal
On today's episode, What will the U.S-China “Phase One” trade deal mean for the global economy, corporate confidence and markets? Head of U.S. Public Policy Michael Zezas weighs in.
18 Dec 20192min
