Matt Hornbach: What Moves Real Yields?
Yields on Treasury Inflation-Protected Securities, or TIPS, are set to rise but, beyond inflation, what other factors will drive moves in real yields for these bonds in the coming year?----- Transcrip...
3 Feb 20222min
Michael Zezas: Consider the Muni Market
The Federal Reserve continues to face a host of uncertainties, leading to volatility in the Treasuries market. This trend may lead some investors to reconsider the municipal bond market.----- Transcri...
2 Feb 20222min
Reza Moghadam: Is The ECB Behind The Curve?
The European Central Bank has indicated it would not raise rates this year, but markets are not fully convinced as shifts in inflation, gas prices and labor could force the ECB to reconsider.----- Tra...
2 Feb 20224min
Andrew Sheets: Systematic vs. Subjective Investing
Investing strategies can be categorized into two broad categories: subjective and systematic. While some prefer one over the other, the best outcomes are realized when they are used together.----- Tra...
31 Jan 20223min
Special Episode: New Challenges for The US Consumer
Consumer prices reached an all-time high this past December, and a new year brings new challenges across inflation, wage growth and interest rates.----- Transcript -----Ellen Zentner Welcome to Though...
28 Jan 202210min
Matt Hornbach: Getting Real on Yields for TIPS
Despite two good years for Treasury Inflation-Protected Securities, or TIPS, a dramatic rise in real yields may be cause for investors to reexamine their potential for 2022.----- Transcript -----Welco...
27 Jan 20224min
Michael Zezas: U.S. & China - Unfinished Business
2022 is likely to bring fresh challenges for the U.S.-China dynamic. Investors can expect an increase in non-tariff barriers and continued commitment to re- and near-shoring of supply chains in the US...
27 Jan 20222min
Special Episode: Tax-Efficient Strategies
With inflation on the minds of consumers and the Fed reacting with a sharp turn towards tightening, 2022 may be a year for investors to focus on incorporating tax-efficient strategies into their portf...
26 Jan 20228min
