Special Encore: So, What’s the Story?
Original Release on August 30th, 2021: Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could shift.
7 Sep 20213min
Special Encore: Never a Dull Moment in the Political Economy?
Original Release on August 25th, 2021: For investors, U.S. fiscal policy, tax increases and U.S.-China relations are three key items to watch as we head toward fall. We outline potential outcomes.
3 Sep 20213min
Andrew Sheets: Autumn Days Are Here Again
As summer transitions to fall, investors will be facing a host of key market events. Chief Cross-Asset Strategist Andrew Sheets covers the ones to watch.
2 Sep 20213min
Special Episode: The Curious Case of Norway, EVs and Oil
Norway has made great strides in electric vehicle adoption over the last decade, so why has its oil consumption remained largely unchanged?
1 Sep 20217min
Matt Hornbach: Treasuries, Tapering and Tightening
After last week’s Jackson Hole Symposium, markets cheered Fed Powell’s implied messaging on the pace of rate hikes. Did markets read it right?
31 Aug 20213min
Mike Wilson: So, What’s the Story?
Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could change.
30 Aug 20213min
Andrew Sheets: Singapore Offers an Alternative to U.S. Equities
In a world where U.S. equities are currently less attractive, investors need options for places to put their money — this is one.
27 Aug 20212min
Special Episode: Is This the Moneyball Approach to Corporate Bonds?
Equity investors have applied factor-driven strategies for years, but the approach has seen slow adoption in bond markets. Here’s why that may be changing.
26 Aug 20217min
