Thoughts on the Market

Latest Episodes:

Mike Wilson: A Volatility Reprieve Dec 02, 2019

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On today's episode, Whether it's called quantitative easing or not, the recent expansion in central bank balance sheets is having a profound impact on volatility - Chief Investment Officer Mike Wilson explains why.

Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs? Nov 27, 2019

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On today's episode, With a key deadline for U.S. tariffs on EU autos now past, could European stocks outperform in 2020? Head of Public Policy Michael Zezas shares some analysis.

Mike Wilson: Global Reflation: To Be or Not to Be? Nov 25, 2019

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On this episode, Chief Investment Officer Mike Wilson explains why global reflation may be back—and could be a powerful longer-term theme for portfolio allocations.

Andrew Sheets: Commodities Outlook 2020: Too Much of Everything? Nov 22, 2019

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On this episode, Chief Cross-Asset Strategist Andrew Sheets says oversupply may spell headwinds for commodities in 2020 but there are exceptions.

Michael Zezas: The 2020 Election: 4 Sectors to Watch Nov 20, 2019

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On this episode, Head of Public Policy Michael Zezas says performance in four key sectors could be a bellwether for how investors view the outcome of next year’s elections.

Andrew Sheets: As Global Growth Improves, What to Watch Nov 18, 2019

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On this episode, Chief Cross-Asset Strategist Andrew Sheets says global growth should pick up in 2020, but unevenly. The key for investors will be identifying the right opportunities.

Andrew Sheets: Will Markets See End-of-Year Holiday Cheer? Nov 15, 2019

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On this episode, Chief Cross-Asset Strategist Andrew Sheets analyzes the historical phenomenon of the “end-of-year equities rally.” Will 2019 follow suit?

Michael Zezas: The Power of Unified Government Nov 13, 2019

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On this episode, Head of U.S. Public Policy Michael Zezas says a potential boost to the U.S. economy has less to do with political parties than it does a unified policy vision.

Mike Wilson: The Return of the Secular Bull Market? Nov 11, 2019

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On this episode, Chief Investment Officer Mike Wilson shares three reasons why equities markets have rallied over the past few months… and where they could go from here.

Andrew Sheets: A Tough Road Ahead for the 60/40 Portfolio? Nov 08, 2019

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On this episode, Chief-Cross Asset Strategist Andrew Sheets continues his discussion on the 10-year outlook for the U.S. and Europe—and identifies the challenges ahead.

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