Today

Talking Heads – Flexibility in global bonds with absolute return

James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate returns regardless of the overall environment in bond markets. Global bond markets are vast, composed of segments ranging from US ... Show More

15m 57s

Oct 2

Talking Heads – Full steam ahead for US small caps

Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps are benefiting from investor enthusiasm over legislation including investment incentives.For more insights, visit Viewpoint: https: ... Show More

10m 23s

Sep 25

Talking Heads - Offering the best of active and passive investing in ETFs

Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency.For more insights, visit Vie ... Show More

6m 25s

Mar 2025

US small caps: looking beyond the near-term uncertainties

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. Fo ... Show More

10m 2s

Aug 2024

Market divergence sees Dow surge to record high amid tech sell-off

US equity benchmarks struggled in trading yesterday with the S&P 500 and Nasdaq indices posting losses amid a rotation out of big tech and into small caps. However, the Dow Jones Industrial Average and the S&P 500 Equal Weight indices both hit record highs after US Fed Chair Powe ... Show More

14m 32s

Sep 9

Additional Uncertainty

RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market.The big things you need to know:First, we see Friday’s weaker-than-expected jobs report as having added some ... Show More

5m 48s

Sep 16

Closing Bell Overtime: Fed Meeting Eve: Retail Bonds Brace for Policy Decision 9/16/25

Schwab Asset Management CEO Omar Aguilar and Carson Group Chief Market Strategist Ryan Detrick analyze markets ahead of the crucial Fed meeting. Cowen Senior Retail Analyst Oliver Chen breaks down retail sales data. Wellington Management Fixed Income Portfolio Manager Brij Khuran ... Show More

43m 30s

Feb 2025

Nvidia Sees Mixed Outlook After Two Years of Blowout Results

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor & Networking Reporter Ian King discusses Nvidia's quarterly sales coming in at about $43 billion, slightly above analysts' estimates, but gross profit margins will be tighter tha ... Show More

30m 17s

Jul 2024

The Tech Sell-off and Beyond, Chips Try to Rebound, Sen. Vance's Wall Street Message 7/18/24

One day after the worst session for the Nasdaq since December 2022, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the tech sector. Chips hoped to recoup some of Wednesday's steep losses after Taiwan Semiconductor reported better-than expected revenue guid ... Show More

41m 52s

Feb 2025

What Drives Nvidia’s Growth?

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss:- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth.- CEO Jensen Huang’s vision for AI in the coming years.- Short sellers targeting digital ad seller, AppLovin. Companies dis ... Show More

24m 22s

Sep 11

New record closing and intraday highs for US stocks

US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ... Show More

15m 27s

Apr 2025

Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close

Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel ... Show More

22m 1s

Jan 2025

Top of the Morning: Q4 earnings update, US equity positioning

As the Q4 corporate reporting season continues, Matt updates us on how the results have been coming in across equity sectors. We also discuss recent performance of US equities, a near-term performance outlook, along with considerations when it comes to positioning within US equit ... Show More

9m 41s

Talking Heads - US small caps: looking ...