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Mike Wilson: A Shift in Recession Views
Episode 789
While there seemed to be a consensus that U.S. Equities will struggle through the first half of the year before finishing strong, views are now varyi…
3 years, 7 months ago
Andrew Sheets: What is an Optimal Asset Allocation?
Episode 788
The financial landscape is filled with predictions about what comes next for markets, but how do investors use these forecasts to put a portfolio tog…
3 years, 7 months ago
U.S. Housing: Will Activity Continue to Slow?
Episode 787
With housing data from the last few months of 2022 coming in weaker than expected, what might be in store for mortgage investors? Co-Heads of U.S. Se…
3 years, 7 months ago
Michael Zezas: The Year of the Long-Term Investor
Episode 786
At a recent meeting of analysts from around the globe, we identified three central transitions for 2023 that may help investors shift towards a focus…
3 years, 7 months ago
Ed Stanley: Key Themes for 2023
Episode 785
At the start of each new year, we identify 10 overarching themes for the year and beyond. So what should investors be keeping an eye on in the coming…
3 years, 7 months ago
Andrew Sheets: Will Emerging Market Outperformance Hold?
Episode 784
One of the frequent questions regarding Emerging Markets is whether outperformance will hold for the short term or the long term. So what factors sho…
3 years, 7 months ago
Michael Zezas: Bringing Semiconductors to North America
Episode 783
At this week’s North American Leaders Summit, the U.S., Canada and Mexico committed to boosting the semiconductor industry in another key step on the…
3 years, 7 months ago
Quantitative Strategies: A 2023 Return?
Episode 782
In 2022 it seemed like there was nowhere to hide from the negative returns in traditional investing. But if we look to quantitative strategies, we ma…
3 years, 7 months ago
Mike Wilson: Challenging the Consensus on 2023
Episode 781
As 2023 begins, most market participants agree the first half of the year could be challenging. But when we dig into the details, that's where the ag…
3 years, 7 months ago
Martijn Rats: The 2023 Global Oil Outlook
Episode 780
With an eventful year for the oil market behind us, what are the factors that might influence the supply, demand, and ultimately the pricing of oil a…
3 years, 7 months ago