In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was … Read More

By the end of the quarter, real interest rates sharply rose, pressuring interest-sensitive assets and foreign currencies

 The real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations … Read More

Economic consensus has (grudgingly) accepted soft landing as the base case outcome and that the Fed has achieved its policy goals with no need for further rate hikes.

 In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan … Read More

Markets interpreted the aftermath of the July FOMC as the final rate hike for this cycle, cementing expectations that the Fed would start cutting rates as early as the 2nd quarter of 2024.

Does the Fed have enough fiscal gas left in the tank to let nature take its course, bringing down inflation without crashing the economy by curtailing excess demand through higher unemployment?

Outsized gains from a handful of stocks, namely mega-cap technology and consumer growth stocks, are driving the broader indices.

Outsized gains from a handful of stocks, namely mega-cap technology and consumer growth stocks, are driving the broader indices.

 In this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, … Read More