There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?
May 2023
The Markets: Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly pod ... Show More
9m 48s
Oct 2025
Gold glitters, stocks rally, and China’s cracks
European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Chinese consumer sentiment remains weak, while Germany’s industrial downturn fuels structural concerns. With the Fed maintaining a do ... Show More
14m 44s
Aug 2022
Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22
CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ... Show More
28m 50s
Dec 2024
X Risk and Inflation Hedges: Investing in Volatile Times
<p>Join Andrew Wilkinson as he discusses volatile markets, inflation hedges, and "X Risk" with Steve Sosnick, Chief Market Strategist, and Jose Torres, Chief Economist. Together, they unpack the November jobs report, Fed policy shifts, and strategies for navigating uncertainty in ... Show More
19m 55s
Apr 2023
The case for international equities
Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Specialist, Emerging Market and A ... Show More
18m 38s
Jan 2024
Navigating Key Market Moving Headlines 01/11/24
<p>Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk d ... Show More
45m 37s
Aug 2023
Change of seasons, change in markets
Will the economy continue to slow? How will this impact the outlook for earnings growth? This episode, Stu Kedwell, Co-Head of North American Equities, returns to discuss the recent events in markets, and the key investment themes investors can keep top-of-mind as we enter the fa ... Show More
15m 57s