Thoughts on the Market

On this episode with special guest Chetan Ahya, the firm’s Chief Global Economist, Trade tensions have put a damper on global manufacturing, but is the tide poised to turn after the first broad-based sentiment uptick in seven months?

On today's episode, Although some reports have suggested progress on a phase one deal, markets are still seeking a clear signal forward on trade—and that means tackling the more difficult phase two deal.

On today's episode, Central banks seem likely to continue their balance sheet expansion into next year, driving lower volatility, more cash into equities… and some great expectations.

In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could hamper market returns in 2020.

On today's episode, On average, election-year market performance varies by about 9% for elections that are narrow contests vs. elections with a clear frontrunner. So how could 2020 pan out?

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.

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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?

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.

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?”

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.

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.

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.