Thoughts on the Market

Latest Episodes:

Michael Zezas: The 2020 Election Outlook for Investors Nov 07, 2019

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On this episode, Head of U.S. Public Policy Michael Zezas says one thing has become clear as we approach 2020: Investors need to plan today for market reactions next year.

Special Episode: Weighing a Global Growth Recovery Nov 07, 2019

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On this episode, special guest Chetan Ahya, the firm’s Chief Global Economist, says a global growth recovery could be possible in 2020… assuming two key forces align.

Mike Wilson: Amid New Highs, Uncertainty Remains Nov 04, 2019

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On this episode, Chief Investment Officer Mike Wilson says the jury may be out on whether we’re at a trough for the U.S. economy, but two international markets may hold promise for investors.

Andrew Sheets: The Cost of Easy Policy: A 10 Year Outlook Nov 01, 2019

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On today's episode, Chief Cross-Asset Strategist Andrew Sheets takes a look at expected market returns over the next decade and explains how current policy affects future returns.

Michael Zezas: How Do Markets View Major Policy Proposals? (Replay) Oct 30, 2019

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On today's episode, Head of U.S. Public Policy Michael Zezas takes a look at transformative policy proposals by 2020 Presidential candidates. How could big policies like Medicare-for-All reshape markets?

Mike Wilson: Are U.S. Equities Defying Gravity? Oct 28, 2019

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On today’s episode, a curious paradox: Although major indices are making new highs, many defensive stocks are leading the pack. Chief Investment Officer Mike Wilson explains why.

Andrew Sheets: Can Sentiment Alone Drive Markets Higher? Oct 25, 2019

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On today's episode, Optimism in markets has risen significantly over the past three weeks. But Chief-Across Asset Strategist Andrew Sheets asks, “Is optimism enough?”

Michael Zezas: Could “Phase One” Be the Turning Point? Oct 23, 2019

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On this episode, Head of U.S. Public Policy Michael Zezas explains why a global growth rebound could largely hinge on trade negotiations ahead of the December 15th tariffs.

Mike Wilson: 5 Pockets of Opportunity for Equities Investors Oct 21, 2019

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On today's episode, Chief Investment Officer Mike Wilson says investors may want to steer clear of expensive growth stocks in favor of some defensive and cheaper-priced stocks.

Andrew Sheets: One Market We Feel Good About Oct 18, 2019

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On today’s episode, Chief Cross Asset Strategist Andrew Sheets highlights the one market in which the currency, government bonds and equities may all be solid defensive plays.

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