Thoughts on the Market

Latest Episodes:

Mike Wilson: Strategically Riding the Bull in 2021 Jan 04, 2021

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With valuations high, where will markets look to discount next? A look at some key themes developing in this new bull market.

Michael Zezas: What’s Ahead for U.S. Policy in 2021? Dec 23, 2020

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Two events could change the trajectory of fiscal policy in 2021: the need to raise the debt ceiling and the coming expiry of key corporate tax breaks.

Special Episode: What’s in Store for ESG Investing? Dec 22, 2020

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On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch.

Mike Wilson: An Exhaustion Point for Good News? Dec 21, 2020

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Markets often don't need a concrete reason to sell-off or rally. Sometimes it's just exhaustion of a trend that has carried too far.

Andrew Sheets: Unwrapping the Impact of Price Sensitivity Dec 18, 2020

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A look at why investors should be mindful that seemingly small changes in yields can mean big swings in the prices of assets.

Corporate Credit 2021: A Shift to High Yield Dec 17, 2020

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Vishy Tirupattur, Head of Fixed Income Research, talks with Andrew Sheets about why corporate credit investors could see better returns in the high yield space in 2021.

Michael Zezas: All Eyes on Georgia Dec 16, 2020

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Bond investors may want to watch Georgia’s upcoming Senate runoff elections since Democrat wins could mean more fiscal expansion… and a potential fall for bond prices.

Asia Equities 2021: Positioning Is Key Dec 16, 2020

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Why COVID-19, tech disruption and a shift to a more multipolar world may require a more tactical approach to the region in 2021.

Mike Wilson: Getting Ahead of 2021 Leadership Shifts Dec 14, 2020

Show notes

Small caps and cyclicals outperformed significantly this year, particularly after announcement of a vaccine. Which factors could see momentum in 2021?

Special Episode: As a Vaccine Rolls-Out, What’s Next? Dec 14, 2020

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Although the first COVID-19 vaccine has now begun distribution in the U.S., the country still faces alarming numbers of new cases. We dive into the logistics of mass vaccination.

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