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.