Thoughts on the Market

For markets, a vaccine may be the most significant sign the world may return to a more normal future. But what are markets pricing in currently?

COVID-19 vaccines are navigating through the last stage of clinical trials, but hurdles still lie ahead for efficacy, distribution and FDA approval.

How will markets react if final U.S. election results take days or weeks? Head of U.S. Public Policy Research Michael Zezas shares advice for investors.

The recent correction may have been inevitable given rising risks for fiscal stimulus, a potential COVID-19 second wave and the upcoming election. But a resolution to these hurdles may also be possible longer-term.

Despite a needed correction in recent weeks, a suite of significant risks still hangs over U.S. markets. Chief Cross-Asset Strategist Andrew Sheets explains.

As hopes for an additional stimulus package wane in the run-up to the U.S. elections, some of the less likely paths to a deal may provide a way out of the current correction. Michael Zezas, Head of U.S. Public Policy Research, explains.

Action by Congress and the Fed, and its absence, has paved the way for the recent downturn in equities, putting markets back on a more sustainable footing. Chief Investment Officer Mike Wilson explains.

This week, the Fed announced a new framework that could keep interest rates unusually low. So why did markets collectively yawn at the announcement?

On this special edition of the podcast, Jessica Alsford, Head of the Global Sustainability Research Team talks with Michael Zezas about the important role ETFs are playing for ESG investing.

Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.