What a difference a month makes in bond-land. Just when investors thought U.S. Treasury yields were on the verge of moving even lower, a rather visible sell-off ensued. Kevin Flanagan discusses what could have caused such a shift in sentiment.
On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz and Jeremy Siegel spoke with Nobel Prize-winning Professor Robert Shiller. The conversation focused on Shiller’s study of narratives and their economic impacts.
On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Greg Valliere, chief U.S. policy strategist at AGF Investments, and Caesar Maasry, emerging market cross-asset strategist at Goldman Sachs. The conversation focused on current economic trends emerging markets (China in particular) and U.S. politics.
On last week’s “Behind the Markets” podcast Jeremy Schwartz spoke with Marc Chandler, Chief Market Strategist at Bannockburn Global Forex, and John Davi, CEO and founder of Astoria Portfolio Advisors. The discussions focused on the global economic outlook and investing implications.
The stock market is having a moment of truth. A two-week window in late August/early September witnessed so-called “Minimum Volatility” strategies lose their luster, underperforming Value by 4 percentage points. Could this value trend continue?
On last week’s “Behind the Markets,” Jeremy Schwartz spoke with Stephen Sexauer, CIO of the San Diego County Employees Retirement Association, and José Brito, Chief Economist for Millennium bcp, a Portuguese bank. The conversation focused on world economic growth, and whether Europe can turn the corner.