On Investing
Uncertainty Around Future Policy
Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.
Five Investing Impacts of a Trade War
Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.
On Investing
Navigating Post-Election Market Dynamics
Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.
Something's Gotta Give
Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?
On Investing
Our First Podcast Anniversary: Lessons From the Past Year
After a year of podcast episodes, Liz Ann Sonders and Kathy Jones review some memorable moments and reflect on what's changed in this unique cycle.
Market Outlook
2025 Global Outlook: Clearing the Hurdles
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
You've Got to Earn It: Update on Earnings Season
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.
On Investing
Understanding Recent Volatility in the Bond Market
Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.
Pivot to Fiscal Policy
Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.
On Investing
What Does a Credit Analyst Do?
Carol Spain explains how a team of researchers evaluate different corporate bonds and make decisions in the fixed income markets.
On Investing
Current Pros & Cons in the Market (With Paul Hickey)
Liz Ann Sonders and Paul Hickey of Bespoke Investment Group discuss the pros and cons in the current market environment.
Market Commentary
Is China Investable Again?
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.