Thoughts on the Market

Latest Episodes:

Mike Wilson: Time to Leave the Pack Behind? Jan 19, 2021

Show notes

Investors have become infatuated with the S&P 500, but a rotation to new leadership suggests a look toward stocks that have been off the radar.

Special Episode: Rates and FX Markets Eye the U.S. Policy Path Jan 15, 2021

Show notes

As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?

Andrew Sheets: Rates and Inflation - Moving for the Right Reasons? Jan 14, 2021

Show notes

Rising yields and inflation can create anxiety for investors, but the impact depends on why they’re rising. Chief Cross-Asset Strategist Andrew Sheets explains.

Adam Virgadamo: 5 Equities Investment Themes for 2021 Jan 13, 2021

Show notes

As vaccines continue to roll out and the world eyes a return to normal, several key themes are emerging that could shape investment returns.

Reza Moghadam: High Noon at the ECB Corral Jan 12, 2021

Show notes

Does a robust recovery in 2021 spell the end of European Central Bank action? One inconvenient fact may stand in the way: the lackluster rise in inflation.

Mike Wilson: So… What Isn’t Priced-In? Jan 11, 2021

Show notes

Although 2021 is likely to be a better year economically, asset markets may not repeat the remarkable run of the past 9 months. So where should investors look?

Special Episode: Are the Clouds Clearing for European Equities? Jan 08, 2021

Show notes

Why a reflationary backdrop in 2021 could provide a boost to Europe’s cyclical value stocks. A look at the year ahead with Graham Secker, Head of the European and UK Equity Strategy Team.

Andrew Sheets: Three Implications of the “Blue Wave” Jan 07, 2021

Show notes

Chief Cross-Asset Strategist Andrew Sheets explains why a Democrat sweep of Congress and the White House suggests more reflation and rotation in portfolios.

Michael Zezas: Georgia Changes the Game Jan 07, 2021

Show notes

With wins called for both Senate runoff elections in Georgia, Democrats are poised to control the Presidency and both chambers of Congress. What does this mean for further stimulus?

Reza Moghadam: New Year, New Europe Jan 05, 2021

Show notes

With Brexit finally a reality, Chief Economic Advisor Reza Moghadam details key elements of the agreement—and the resulting market implications for the EU and UK.

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