Thoughts on the Market

Latest Episodes:

Special Episode: Earth Week Investing Themes Apr 20, 2021

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Green investment is on investors' minds this Earth Week: Today, a look at key investment themes across carbon capture, plastics and agri-food developments.

Mike Wilson: Q1 Earnings - Impressive But Not Surprising? Apr 19, 2021

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Earnings season is well underway and some stocks are selling-off despite strong economic data. Is the recovery now completely discounted?

Andrew Sheets: What Are Other Investors Thinking? Apr 16, 2021

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Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.

Simeon Gutman: Welcome to the Petriarchy Apr 15, 2021

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Why the pet care industry—which was already growing pre-pandemic—may emerge as one of the fastest growing sectors over the next decade.

Michael Zezas: U.S. Infrastructure - Sectors to Watch Apr 14, 2021

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What stock sectors could fundamentally benefit from infrastructure spending? To answer this question, it’s important to follow the money.

Special Encore: Diverging Emerging Markets Apr 13, 2021

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Original release on March 25th, 2021: Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.

Special Episode: Innovating toward Decarbonization Apr 12, 2021

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How are oil & gas companies and U.S. utilities tackling the complex transition to a lower carbon future? Expect a lot of divergence in approach.

Andrew Sheets: Are Bonds Still a Worthwhile Investment? Apr 09, 2021

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Since last year, bonds of all stripes have seen so-so returns and high stock market correlation. Is it time to question their value as a portfolio diversifier?

Vishy Tirupattur: The Policy Debate Takes Center Stage Apr 08, 2021

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In a time of extraordinary policy response to the pandemic, will bond markets move towards the Fed or will the Fed shift its reaction function towards markets?

Special Episode: Rising Home Prices, Rising Rates Apr 08, 2021

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U.S. home buyers are now facing both higher mortgage rates and steadily climbing home prices. What does this mean for housing and mortgage markets?

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