Ideas

Thoughts on the Market

Perspectives on the forces shaping markets.

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The 2020 Election: 4 Sectors to Watch

Nov 20, 2019

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.

Thoughts on the Market

As Global Growth Improves, What to Watch

Nov 18, 2019

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.

Thoughts on the Market

The Return of the Secular Bull Market?

Nov 11, 2019

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.