Investment Perspectives

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the correlation between investment grade bonds and equity markets, as well as the state of the economic recovery. Topics covered include: Relationship between equity markets and credit spreads, and what the correlation says about the markets State of the economic recovery Potential uptick in coronavirus cases in economically significant states and impact on the equity markets  

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the corporate bond market as well as the current state of an economic recovery. Topics covered include: The Fed’s corporate bond purchase program Factors leading to disconnect between the stock market and economy Improvement of recent economic data, including manufacturing data Timing of an economic recovery

In this audio update, Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, discuss the latest Fed policy meeting, as well as the current state of the markets and economy, particularly indicators to watch. Topics covered include: Latest Fed statement and “lower for longer” mantra Impact of Fed expansionary policy on fixed income and equity markets Current economic environment as states begin to reopen Leading indicators for the market and economy

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the global fixed income market and outlook for interest rates, as well as factors signaling the potential for economic health and sustainable growth. Topics covered include: The global fixed income landscape, including an outlook for interest rates Global currency indicators of risk on versus risk off sentiment, including the Australian dollar and Japanese yen Potential opportunities in economically sensitive sectors due to changing market participant sentiment The outlook for sustainable growth as a byproduct of spending in the economy

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the fixed income market, expectations for economic data moving forward, as well as how cyclical sectors stand to benefit from improving conditions. Topics covered include: Update on the corporate bond market Recent run up in high-yield bonds and left tail risk How cyclical sectors, including financials and industrials, stand to benefit from economic growth conditions When we might begin to see improvements in economic data

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss recent events in the asset-backed securities space, as well as expectations for the market and economy moving forward.   Topics covered include: Asset-backed securities compared to other more traditional options Expectations for economic data in the coming weeks and the economic recovery What improvements in cyclical industries, such as financials and industrials, could mean for a durable bottom in the equity markets    

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss comments from Federal Reserve’s Jerome Powell, as well as the impact of current unemployment on the markets and economy. Topics covered include: Why negative interest rates are unlikely in the  U.S.   Takeaways from Federal Reserve Chair Jerome Powell’s presentation and equity market reaction Impact of current unemployment on the markets and economy Application of Fibonacci’s Golden Ratio and retracement levels in the equity market

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss their outlook for interest rates, the economic impact as states begin to reopen, as well as opportunities in the current market environment.   Topics covered include: Interest rate outlook and the new 20-year Treasury bond Near-term economic data expectations and impact on recovery shape Market outlook and volatility over the next 9-12 months Potential opportunities in risk and cyclical assets

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the Fed’s aggressive monetary actions and policy statements, as well as the latest market and economic news.   Topics covered include: Federal Reserve policy and actions Expectations for fiscal policy from global governments Economic outlook and potential market headwinds

In this podcast, Market Strategist Gregory Drahuschak speaks with Mark Luschini, Chief Investment Strategist, and Guy LeBas, Chief Fixed Income Strategist, to discuss their recent articles looking at the what the economic recovery might look like and the coronavirus and the municipal bond market. Topics covered include: Update on the equity markets The historical shape of economic recoveries Three recovery scenarios: V-shaped, U-shaped, and L-shaped The COVID-19 crisis impact on municipal bonds and where to seek opportunity in the short term

In this podcast, Market Strategist Gregory Drahuschak speaks with Mark Luschini, Chief Investment Strategist, and Guy LeBas, Chief Fixed Income Strategist, to discuss their outlook for equity market using previous events as a prologue for the potential path ahead, and the Fed’s expanded programs to support corporate and municipal markets. Topics covered include: Market performance during equity bear markets Indicators that markets might still be amidst a bottoming process The Fed’s expanded programs and portfolio balance channel  

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, for an update on fixed income, the recent rally in equity markets, and how the economic stimulus might impact conditions moving forward.  Topics covered include: Fixed income market outlook The recent market rally and whether we have reached a durable market bottom to propel a recovery  The $4 trillion stimulus as a tailwind to support activity over the next 12-18 months

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to review recent monetary and fiscal measures designed to stimulate the economy. The current state of the fixed income and equity markets are also discussed. Topics covered include: Impact of recent Federal Reserve programs on the fixed income market Factors that could indicate a market bottom Areas to watch in the coming weeks

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the state of the market and the economic implications resulting from the coronavirus.  Topics covered include: Signs of stability in the fixed income market Indicators for an equity market recovery The impact of monetary and fiscal stimulus

Wherever you are in the decision-making process, it’s a good time to hear from inside experts on what makes for a successful transition. Play the podcast below to listen as Jerry Lombard and Jeff Smith discuss the steps you can take now.

In this podcast, Market Strategist Gregory Drahschak is joined by Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the state of the markets amid uncertainty and volatility resulting from the impact of coronavirus on the economy.

Looking back at the previous year, our analysts provide insights for the market moving into 2019.