Thoughts on the Market

Latest Episodes:

Special Episode: The Winding Road to Herd Immunity Mar 18, 2021

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Chief Cross-Asset Strategist Andrew Sheets talks with Biotech equity analyst Matthew Harrison on dose availability, vaccine hesitancy and the timeline for herd immunity.

Michael Zezas: Three Revealing Numbers from the Stimulus Package Mar 17, 2021

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It may be hard for investors to conceptualize how substantial the impact of the American Rescue Plan Act may be, but three numbers provide perspective.

Chetan Ahya: Fed Tightening Could Come Sooner than Expected Mar 16, 2021

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With the rapid recovery of the U.S. economy, it is possible that inflation will overshoot the Fed’s tolerances by as early as mid-2022.

Mike Wilson: A Tougher Road Ahead for Small Caps? Mar 15, 2021

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After almost a year of extraordinary outperformance, could small caps could see more difficulties ahead as re-opening dynamics up the risk of cost pressures?

Andrew Sheets: A Complicated 2021 for Emerging Markets? Mar 12, 2021

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With global growth set to exceed expectations in 2021, emerging markets assets would appear set for outperformance. But this year, three factors cloud that narrative.

Special Episode: Markets and the Next Big Debate - Infrastructure Mar 11, 2021

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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?

Michael Zezas: Policy Trends Are Now Portfolio Trends Mar 10, 2021

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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.

Special Episode: Markets Ahead of Reopening - What’s Mispriced? Mar 09, 2021

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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?

Mike Wilson: Still a Bull Under the Hood Mar 08, 2021

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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.

Andrew Sheets: The Great Debate on Rates Mar 05, 2021

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Do higher interest rates invariably lead to weaker equities and credit markets? The answer is a bit more complicated after factoring in economic optimism.

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