Thoughts on the Market

Latest Episodes:

Michael Zezas: Do Incumbents Always Win with a Strong Economy? Jan 22, 2020

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On today's episode, How reliable is the maxim that a good economy means a presidential incumbent re-election? Head of U.S. Public Policy Michael Zezas looks at history.

Mike Wilson: Pressure Testing the Bull Case Jan 21, 2020

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On today's episode, Progress on trade and Brexit, upbeat sentiment and central bank support have investors optimistic on the bull case narrative. Even so, it’s worth a quick inspection for surprises.

Andrew Sheets: Remember Fundamentals? Jan 17, 2020

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On today's episode, Central bank support and low interest rates helped drive markets higher in 2019 despite lackluster earnings. But 2020 could remind investors why earnings trends are still what matters.

Michael Zezas: The Other Concern for U.S. Trade Jan 15, 2020

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On today's episode, Although negotiations are progressing for U.S-China trade, investors shouldn’t overlook possible tensions with another key trading region: The EU.

Jonathan Garner: An Underappreciated Turnaround Story? Jan 14, 2020

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Jonathan Garner, Chief Asia and Emerging Markets equity strategist kicks off his premiere episode with what is likely the most interesting—and overlooked—turnaround story in equity markets.

Mike Wilson: The Other Type of Income Inequality Jan 13, 2020

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On today's episode, Rising labor, regulatory and cyber security costs are weighing heavily on many small caps. Is corporate income inequality as urgent an issue as individual inequality?

Andrew Sheets: Mapping the Future of Oil Prices Jan 10, 2020

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On today's episode, Geopolitical tensions have driven oil prices—and volatility—higher. But a quick glance at 2022 oil futures prices can tell us a lot about the market’s longer-term view.

Michael Zezas: What’s Next on U.S.-China Trade? Jan 08, 2020

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On today's episode, As a Phase One trade deal nears completion, can investors worry less about the risks of tariff escalations? Not so fast, says head of U.S. public policy Michael Zezas.

Mike Wilson: Weighing Fed Intervention, Geopolitics Jan 07, 2020

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On today's episode, As 2020 begins, central bank moves and reawakened geopolitical risk promise to be key market catalysts. Chief Investment Officer Mike Wilson details the potential impact on portfolios.

Andrew Sheets: A New Chapter for the United Kingdom Jan 03, 2020

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On today's episode, For three and a half years, Brexit has been a source of uncertainty for the United Kingdom and its markets. Now, with some business uncertainty reduced, a new narrative may be emerging.

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