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Investment Strategy

Aug 27, 2020

In this audio update, Market Strategist Gregory Drahuschak speaks with Mark Luschini, Chief Investment Strategist, to discuss the Federal Reserve’s shift in monetary policy related to inflation targeting, as well as how it might impact the economy and markets moving forward.

Topics covered include:

  • Market buying...


Aug 20, 2020

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss what to know about the recently released Fed minutes as well as how fiscal and monetary stimulus can continue to stimulate a recovery.

Topics covered...


Aug 13, 2020

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 relationship between real and nominal interest rates and the economy, as well as the latest developments in the equity markets, including...


Aug 6, 2020

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss long-term yields, the state of the economic recovery, and the upcoming employment report.  

Topics covered include:

  • Analysis of long-term interest...