TAM Market Pulse: Tom Wald

There is no shortage of matters for investors to fret over as the new year begins. COVID-19 variants and inflation are formidable market opponents, but prospects for economic growth are apparent, as well, and how the markets respond in the coming months will be fascinating to see. In his new Market Pulse , Tom Wald, CIO for Transamerica Asset Management, Inc., provides his market outlook for 2022...

As major stock indexes continue to reach record highs, investors also see a series market concerns that include COVID-19, inflation, Federal Reserve policy, slowing economic growth, and dysfunction in Washington. These concerns and their potential impacts have left many asking — why are stocks continuing to rise? In his new “Market Pulse,” Transamerica Asset Management CIO Tom Wald looks closely a...

We’ve entered October, a historically scary time for investors. A look back reveals some frightening ghosts have appeared at this time of year, including a few unforgettable market crashes. Should investors really fear October, or is opportunity about to jump out from behind that door? In his latest “Market Pulse,” Tom Wald, Transamerica Asset Management CIO, discusses events past and present that...

When it comes to COVID-19, things can change fast. The recent surge in cases due to the Delta variant has changed the conversation from early in the summer of 2021, when occurrences were at their lowest since the pandemic’s early days. This abrupt increase figures to impact the markets and the economy — the question is how? In his new “Market Pulse,” Transamerica Asset Management CIO Tom Wald offe...

We’re midway through the year, and there is a lot going on. In his new podcast, Tom Wald, CIO of Transamerica Asset Management, Inc., explores the economy, stocks, the credit markets, interest rates, inflation, and other topics that are occupying investors as we look forward to the rest of 2021. Tom discusses the Transamerica 2021 Mid-Year Market Outlook he recently completed. He also looks at the...

Inflation has reemerged from the non-threatening rates of the past decade to become a gripping development with which markets must contend. How surprised should we have been when April’s CPI made its highest monthly jump since 2013? Are we looking at a substantial change in the long-term trend, or will current rates be transitory in nature and return to their previously benign levels in the not-to...

How things have changed since 2021 began. Many of the biggest concerns that occupied investors when the calendar turned are no longer the worries they were, and they are now becoming market catalysts. Yet with these catalysts a new wall of worry has emerged, giving investors plenty to think about as they weigh opportunities ahead. In his new podcast, Transamerica Asset Management, Inc., CIO Tom Wa...

The internal battle being fought within the markets right now presents investors with inherent contradictions. On the one hand, economic and corporate earnings growth is exceeding previous expectations, which the markets should like. However, the resulting rise in long-term interest rates and subsequent risk of modestly higher inflation is something they are not cheering. These developments were n...

In the blink of an eye, a virtual army of Millennial investors organized on social media and effected a short squeeze for the ages that left some of the world’s most prominent hedge funds reeling. As the dust from this noteworthy event continues to settle, it’s fair to ask whether it represents just a blip on the radar or if it’s a new paradigm for investing that’s here for good? And what impact d...

We have lived through real history in 2020, and it’s finally time to look forward to a much-anticipated 2021. In his new podcast, Tom Wald, CIO of Transamerica Asset Management, Inc., summarizes his new engaging and extensive paper, “Where We Stand: The Transamerica 2021 Market Outlook.” He examines the most memorable aspects of the year that was and what investors should know about the markets an...

These are historic times, to say the least. Positive developments in the search for a COVID-19 vaccine combined with the climax and fallout of a remarkable election have converged the political and investment worlds in ways few have ever seen. What can investors expect next? Tom Wald, CIO of Transamerica Asset Management, Inc., explores in his new podcast the current investing climate and what loo...

We have entered uncharted waters. COVID-19 and the search for a vaccine, the pace of economic recovery in the U.S. and beyond, the final stretch of the presidential and congressional elections – rarely have so many factors come together at once to create such an atmosphere. Investors need to understand what’s unfolding right now and be ready for opportunities that may present themselves. In his la...

Several developing situations demand our attention right now. There’s COVID-19 and the search for a vaccine, the economy, corporate earnings, interest rates and Fed policy, fiscal stimulus, and, of course, a looming election. Determining whether the markets continue to move forward or reverse direction requires taking a step back and looking at the big picture. In his new podcast, Tom Wald, CIO of...

The world has changed over the past six months in ways no one could have expected, yet market opportunities remain alive and well for anyone who’s looking. Tom Wald, CIO of Transamerica Asset Management, Inc., sums up the Transamerica 2020 Mid-Year Market Outlook in his latest podcast. He looks at where he believes the economy and markets are headed after an eventful opening half of the year, how...

We’re seeing catastrophic economic numbers caused by the COVID-19 pandemic unveiled on a regular basis these days, yet stocks have enjoyed a remarkably strong run since hitting lows back on March 23. Should we be surprised by this, and what can we expect next? Join Tom Wald, CIO of Transamerica Asset Management, Inc., as he talks about the four catalysts he believes will continue to drive markets...

As economic struggles continue to mount amid the COVID-19 crisis, Congress has passed the CARES Act, a $2.2 trillion package aimed at providing relief for everyone from individuals to major corporations. It’s the largest stimulus legislation ever, and it’s broken down into several areas, all of which demand a great amount of immediate attention in the current environment. In his new podcast, Tom W...

COVID-19 has shocked the world, shutting down economies and triggering massive market selloffs rarely seen during any previous crisis. As the calendar turns to the second quarter of 2020 and many brace for economic contraction of historic proportions, where do we go from here? How long will this last, and how bad could Q2 be? In his new podcast, Tom Wald, CIO of Transamerica Asset Management, Inc....

Rarely have presidential campaigns enjoyed the kind of turnaround Joe Biden’s did in the days leading up to Super Tuesday. How will the markets react as investors weigh Biden’s continued efforts? Are there lessons from history we should keep in mind while this election unfolds? And what impact can the coronavirus have on performance and portfolios in the months ahead? Tom Wald, Transamerica Asset...

Dramatic volatility and fierce selloffs continue to challenge markets, leaving nervous investors wondering what they should do. How will the coronavirus impact the economy and corporate earnings? What should stock owners, or anyone considering buying stocks, remember in the current environment? Transamerica Asset Management, Inc. CIO Tom Wald answers these questions and many others in “Historic Ma...