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

Two Key Points about a U.S. Recovery

Jun 29, 2020

Although a worrying trend in new U.S. COVID-19 cases has some investors understandably bearish, they may be overlooking two key points about earnings and sentiment.

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.