Hedging in a Robust Equity Market
The U.S. stock market is rising to new highs, but investors should still try to minimize risk in their portfolios. Our analysts list a few key strategies to navigate this dynamic.----- Transcript ----...
4 Mars 20245min
The Predictive Power of PMIs
Our head of Corporate Credit Research explains why the Purchasing Manager’s Index is a key indicator for investors to get a read on the economic outlook.----- Transcript -----Welcome to Thoughts on th...
1 Mars 20243min
Making Sense of Confusing Economic Data
Our Global Macro Strategist explains the complex nature of recent U.S. economic reports, and which figures should matter most to investors.----- Transcript -----Welcome to Thoughts on the Market. I’m ...
1 Mars 20243min
Should Investors Care About a Government Shutdown?
As the deadline to fund the government rapidly approaches, Michael Zezas explains what economic effect a possible shutdown could have and whether investors should be concerned. ----- Transcript -----W...
28 Feb 20243min
Why Is the Price of Food Still Rising?
As grocery and dining costs continue to increase, our analysts break down how this has affected consumers and when food prices may stabilize.----- Transcript -----Sarah Wolfe: Welcome to Thoughts on t...
27 Feb 20247min
The Gap Between Corporate Haves and Have-Nots
Our Chief U.S. Equity Strategist reviews how the unusual mix of loose fiscal policy and tight monetary policy has benefited a small number of companies – and why investors should still look beyond the...
26 Feb 20243min
Eyeing a Market of Many
The valuations of stocks and corporate bonds, which have been driven largely by macroeconomic factors since 2020, are finally starting to reflect companies’ underlying performance. Our Head of Corpora...
23 Feb 20243min
Behind the Rapid Growth of the Private Credit Market
As traditional financial institutions tightened their lending standards last year, private credit stepped in to fill some of the gaps. But with rates now falling, public lenders are poised to compete ...
22 Feb 20246min
