Thoughts on the Market

Latest Episodes:

Andrew Sheets: Singapore Offers an Alternative to U.S. Equities Aug 27, 2021

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In a world where U.S. equities are currently less attractive, investors need options for places to put their money — this is one.

Special Episode: Is This the Moneyball Approach to Corporate Bonds? Aug 26, 2021

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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.

Michael Zezas: Never a Dull Moment in the Political Economy? Aug 25, 2021

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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.

Adam Jonas: Space Investing - Ready for Takeoff? Aug 24, 2021

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Recent developments in space travel may be setting the stage for a striking new era of tech investment. Are investors paying attention?

Mike Wilson: The U.S. Consumer Takes a Break Aug 23, 2021

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An old adage says 'never bet against the US consumer's willingness to spend,' but new data on demand and consumption may say otherwise.

Andrew Sheets: For Markets, What Lies Beneath? Aug 20, 2021

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Despite a fair amount of uncertainty, global stock prices have continued to march higher. But under the surface, markets have become a bit more discerning.

Special Episode: Kids, COVID, and the Return to School Aug 19, 2021

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As back-to-school approaches, we take a close look at school safety, child case numbers amid Delta and the path ahead for vaccines for younger children.

Michael Zezas: Deciphering the Infrastructure Chess Game Aug 18, 2021

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Last week, the U.S. Senate advanced both a budget blueprint and a $1 trillion bipartisan infrastructure bill. What can investors expect from the House of Representatives?

Graham Secker: Three Reasons European Equities Remain Strong Aug 17, 2021

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Despite recent uncertainty caused by the Delta variant, regulatory changes and the potential for a stronger dollar, European Equities are showing renewed strength that could last to the end of the year.

Mike Wilson: Navigating a Tricky Transition Aug 16, 2021

Show notes

A strong second quarter earnings season wraps up this week, but lower than consensus earnings for next year and lower valuations could make the road ahead a bit bumpier.

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