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Episode 90: Darkest before dawn—are investors nearing an inflection point?
Episode 90
Make no mistake about it, the economy is dealing with its fair share of challenges. But are there bright spots ahead? In this podcast episode, we sit…
2 years, 2 months ago
Episode 89: A look ahead to 2024—addressing your unanswered questions (part 2)
Episode 90
Episode 89: A look ahead to 2024—addressing your unanswered questions (part 2) After patiently waiting for many months, signs that our fixed income o…
2 years, 4 months ago
Episode 89: A look ahead to 2024—addressing your unanswered questions
Episode 89
With 2024 in full swing, what’s our take on equities and bonds? Rather than sharing our views in our usual way, we’ve adopted a Q&A format to respond…
2 years, 4 months ago
Episode 88: Watching our bond scenario unfold: ready for phase 2?
Episode 88
Consumer exhaustion is kicking in, yields have come down, and the economy is beginning to show signs of slowing. Since outlining our three-themed bon…
2 years, 5 months ago
Episode 87: Under the microscope: looking closely at a potential recession
Episode 87
Episode 87: Under the microscope: looking closely at a potential recession Recession—it’s a word that continues to dominate the minds of investors an…
2 years, 7 months ago
Episode 86 - Back to school—studying three investment themes
Episode 86
School has started once again. And while students return to their classrooms and books, investors’ minds turn to their portfolios, the economy, and t…
2 years, 8 months ago
Episode 85: In the spotlight—A.I. and interest rates
Episode 85
Many topics waltz across the minds of investors. They twirl through our thoughts and sometimes step on our toes. Two things have been leading us late…
2 years, 11 months ago
Episode 84: Recurring tides—market questions that regularly roll in
Episode 84
Every so often, we find ourselves swimming in a sea of similar-sounding questions about what’s affecting or going to affect the markets. These inquir…
2 years, 11 months ago
Episode 83: Uncertainty shock—looking at bank failures
Episode 83
Lightning struck some U.S. and European banks recently, and investors may be feeling like the jolt is still coursing through them. Frances Donald, Gl…
3 years, 1 month ago
Episode 82: A.I.—far-reaching or far out?
Episode 82
Star Trek, 2001: A Space Odyssey, The Terminator, Blade Runner, The Matrix—artificial intelligence (A.I.) has been a recurring science fiction theme …
3 years, 2 months ago