Special Episode: Markets and the Next Big Debate - Infrastructure
Conversations around the “Build Back Better” U.S. infrastructure plan are ramping up. What do investors need to know about its potential impact on markets?
11 Mars 20218min
Michael Zezas: Policy Trends Are Now Portfolio Trends
Why the ongoing dynamics of trade, fiscal policy, taxation and geopolitical tensions mean investors need to focus on more than just the Fed and the business cycle.
10 Mars 20212min
Special Episode: Markets Ahead of Reopening - What’s Mispriced?
Ahead of a possible re-opening, which companies might retain gains seen in the pandemic, which will revert to pre-COVID norms and which are mispriced?
9 Mars 202110min
Mike Wilson: Still a Bull Under the Hood
The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories.
8 Mars 20214min
Andrew Sheets: The Great Debate on Rates
Do higher interest rates invariably lead to weaker equities and credit markets? The answer is a bit more complicated after factoring in economic optimism.
5 Mars 20212min
Special Episode: U.S. Home Prices - Is This Time Different?
Home prices have been steadily climbing all across the U.S. How should Americans think about home prices, rising interest rates and affordability?
4 Mars 20219min
Michael Zezas: 3 Potential Impacts of “Build Back Better”
The stage is set for the Biden administration’s major infrastructure and environment initiative. Here's what investors need to know about the road ahead.
3 Mars 20213min
Vishy Tirupattur: Can We Get Real on Rates?
Although a shift to higher interest rates is noteworthy, historically, rising rates coupled with rising inflation may actually suggest better performance for some risk assets.
2 Mars 20214min
