Andrew Sheets: Is 60:40 Diversification Broken?
One of the most common standards for investment diversification, the 60:40 portfolio, has faced challenges this year with significant losses and shifting correlations between stocks and bonds. Is this...
29 Juli 20224min
Andrew Sheets: Big Moves From The Fed
Yesterday, the U.S. Federal Reserve raised interest rates by another 75 basis points. What is driving these above average rate hikes and what might the effect on markets be?-----Transcript-----Welcome...
28 Juli 20223min
Michael Zezas: Midterms Remain a Market Factor
While midterm polls have shown a preference for republican candidates, this lead is narrowing as the election grows closer, and the full ramifications of this ever evolving race remain to be seen.----...
27 Juli 20222min
Jorge Kuri: Buy Now, Pay Later in Latin America
As young, digitized consumers have popularized the “Buy Now, Pay Later” payment system across global markets, there may yet be related market opportunities in Latin America.-----Transcript-----Welcome...
26 Juli 20223min
Mike Wilson: Is this the End of the Bear Market?
As markets grapple with pricing in inflation, central bank rate hikes, and slowing growth, can the recent S&P 500 rally help investors gauge what may happen next for equities?-----Transcript-----Welco...
25 Juli 20223min
Europe: Why is the ECB Increasing their Rate Hikes?
This week the European Central Bank surprised economists and investors alike with a higher than anticipated rate hike, so why this hike and what comes next? Chief Cross-Asset Strategist Andrew Sheets ...
22 Juli 20229min
Special Encore: Michelle Weaver - Checking On The Consumer
Original Release on July 1st, 2022: As inflation continues to be a major concern for the U.S., investors will want to pay attention to how spending, travel and sentiment are changing for consumers.---...
21 Juli 20224min
Special Episode: The Next Phase of ESG
Interest in ESG investing has risen exponentially in recent years, leading to increased scrutiny around, and appreciation for, the hard data. Head of U.S. Public Policy Research and Municipal Strategy...
20 Juli 20228min
