Mike Wilson: Near-term Correction; Long-term Recovery?
The recent correction may have been inevitable given rising risks for fiscal stimulus, a potential COVID-19 second wave and the upcoming election. But a resolution to these hurdles may also be possible longer-term.
28 Sep 20203min
Andrew Sheets: Four Reasons to Remain Patient
Despite a needed correction in recent weeks, a suite of significant risks still hangs over U.S. markets. Chief Cross-Asset Strategist Andrew Sheets explains.
25 Sep 20202min
Michael Zezas: Unlikely Paths to Stimulus May Interest Investors
As hopes for an additional stimulus package wane in the run-up to the U.S. elections, some of the less likely paths to a deal may provide a way out of the current correction. Michael Zezas, Head of U.S. Public Policy Research, explains.
24 Sep 20202min
Mike Wilson: A Correction with Policy Roots
Action by Congress and the Fed, and its absence, has paved the way for the recent downturn in equities, putting markets back on a more sustainable footing. Chief Investment Officer Mike Wilson explains.
21 Sep 20203min
Andrew Sheets: The Uncertainty of the Fed’s New Certainty
This week, the Fed announced a new framework that could keep interest rates unusually low. So why did markets collectively yawn at the announcement?
18 Sep 20203min
Special Episode: The ABCs of ESG ETFs
On this special edition of the podcast, Jessica Alsford, Head of the Global Sustainability Research Team talks with Michael Zezas about the important role ETFs are playing for ESG investing.
16 Sep 20209min
Mike Wilson: Could the Correction Continue Further?
Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.
14 Sep 20203min
Andrew Sheets: Markets Ponder a Trillion-Dollar Question
A downward adjustment in some high-flying U.S. tech stocks has put investors on edge this month, but an impasse on fiscal stimulus negotiations may be the real issue to watch.
11 Sep 20203min
