Michael Zezas: Fiscal Policy Takes a Back Seat
Many investors are asking when Congress will withdraw its fiscal policy support. Our answer? It already has, and 2022 could be a year where fiscal policy becomes a non-factor in the economic outlook.-...
9 Feb 20222min
Graham Secker: Feeling Positive About UK Equities
Despite having been one of the worst performing stock markets over the last 5 years, the UK is seeing a dramatic turnaround reflected in the FTSE100 index. Investors may want to take a closer look.---...
8 Feb 20224min
Mike Wilson: Six More Weeks of Slow Growth
As we head towards the final weeks of winter, we are predicting a period of continued slow growth. As evidence we look not to our shadow but at earnings estimates and inventories.----- Transcript ----...
7 Feb 20223min
Special Episode: The Improving Case for Commodities
For only the second time in the last decade, commodities outperformed equities in 2021. Looking ahead at 2022, what challenges and opportunities are on the horizon for this asset class?----- Transcrip...
5 Feb 202210min
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
