Ideas

Thoughts on the Market

Perspectives on the forces shaping markets.

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Is Multipolarity the New Megatrend?

Jun 24, 2020

How should investors view a world where there may be room for more than one norm when it comes the balance of power among economies and commerce?

Thoughts on the Market

Special Episode: Europe’s Moment of Solidarity

Jun 13, 2020

The proposed €750 billion European Recovery Fund could represent more than just a recovery from COVID-19. It may also signal a new era of political and economic unity.

Thoughts on the Market

Is Inflation Heathy for an Economy?

Jul 6, 2020

While excessive inflation can be disruptive, such as in the 1970’s, a deflationary mindset can often be more destructive—and difficult to reverse. What current inflation trends mean for investors.

Thoughts on the Market

Reopening at the Tipping Point

Jun 25, 2020

How should investors think about the recovery as the U.S. balances reopening with concerns over a second wave of coronavirus infections?

Thoughts on the Market

Special Episode: The Race to a Vaccine

Jun 4, 2020

Large cap biotech analyst Matthew Harrison talks with Chief Cross-Asset Strategist Andrew Sheets to discuss the latest timeline for a coronavirus vaccine, hurdles to success and possible market reactions.