Market Commentary

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China Enters the AI Chat (With Louis-Vincent Gave)

Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.

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Navigating Tariffs & Inflation (With Dr. Richard Clarida)

Kathy Jones speaks with Dr. Richard Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the Federal Reserve.

Promises: Tariffs Hit Markets

The Trump Administration's plans to put tariffs on imports from Canada, Mexico, and China have the potential to dent economic growth, boost inflation, and raise uncertainty.

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On Investing

Beyond Market Cap: Fundamental Indexing Explained (with Rob Arnott)

Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works.

Bond Insights

Preferred Securities: Balancing Yield with Risk

Preferred securities' yields may be appealing, but they almost always come with additional risks.

Bond Insights

Are Preferred Securities Still Attractive?

The higher yields they currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

OnInvesting with Kathy Jones and Liz Ann Sonders
On Investing

Markets React to a New Administration

Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.

Commentary

Hard to Handle: A Look at Hard vs. Soft Data

Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.

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On Investing

Climate Shocks & the Muni Bond Market

Cooper Howard and Kathy Jones look at how climate events, like the fires in Los Angeles, could impact the municipal bond market.