The New Magnificent Seven?
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
On Investing
Do Tariffs Change the Economic Outlook? (With Phil Mackintosh)
Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.
Jigsaw Puzzle: Growth vs. Value
Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.
On Investing
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.
Bond Insights
Will the United States Dollar Be Dethroned?
Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.
Safe Haven From the Trade War?
Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.
On Investing
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.
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.
Tariffs: Bark Worse Than Bite?
Markets responded positively during Trump's first week in office, despite threats of tariffs on the three largest trading partners of the U.S. Are trade risks being dismissed?
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.
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.