Thoughts on the Market

Action by Congress and the Fed, and its absence, has paved the way for the recent downturn in equities, putting markets back on a more sustainable footing. Chief Investment Officer Mike Wilson explains.

This week, the Fed announced a new framework that could keep interest rates unusually low. So why did markets collectively yawn at the announcement?

On this special edition of the podcast, Jessica Alsford, Head of the Global Sustainability Research Team talks with Michael Zezas about the important role ETFs are playing for ESG investing.

Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.

A downward adjustment in some high-flying U.S. tech stocks has put investors on edge this month, but an impasse on fiscal stimulus negotiations may be the real issue to watch.

As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.

Could a possible delay in U.S. election night results mean volatility as markets price various outcomes for policies that impact sectors?

Although the current market correction is not wholly surprising given the outsized rally in August, what was the ultimate trigger… and what's next?

How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.

Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?