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Market take

105 EPISODES

Jul 2023

All Episodes

Mega forces the new long-term anchor

U.S. tug-of-war: earnings vs. tariffs

Stablecoins look here to stay

A new regime for income in portfolios

Why now is a great time for alpha

Time to be more tactical

Tariff and tax policy back center stage

Geopolitical rifts drive defense theme

Watching for tariff impacts to kick in

Finding opportunities in uncertainty

A bumpy ride upwards for global yields

Staying nimble as energy policy pivots

U.S. risk assets still core to portfolios

Still selective as trade conflict cools

Tracking the trade conflict disruptions

Hard economic rules can bind quickly

When economic rules start to bind policy

Our take on the U.S. tariff pause

Evolving our views as uncertainty bites

Finding a path through near-term volatility

Doing the math on U.S. policy shifts

Bright spots in global stocks

A disconnect with economic fundamentals

Big policy shifts reinforce higher rates

Leaning on the tactical in our views

Broadening out our pro-risk view

AI a key driver of the power outlook

Tweaking our views yet staying risk on

AI mega force could be accelerating

U.S. earnings key for our overweight

Higher-for-longer the new consensus

Triggers to change our pro-risk view

Three investment lessons from 2024

Diversifying our portfolio diversifiers

Staying pro-risk into 2025

Uneven earnings call for granularity

Getting active to identify AI winners

High-for-longer shapes strategic view

Zeroing in on secular forces, not cycles

Structural forces playing out now

Seizing on fixed income swings

U.S. earnings strength stands out

Our conviction in global stocks

Our anchor in choppy markets

Real estate looks brighter after rate hit

Policy focus sharpens in U.S. election

Starting the tight policy unwind

Why U.S. equity gains can broaden

Patience needed in the AI buildout

Sticking with risk through turbulence

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