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Investment Strategy

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...


Jul 23, 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 impact of inflation and deflation on bonds as well as the current equity market conditions with a focus on stock valuations and...


Jul 16, 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 fiscal support by the European Central Bank, as well as the outlook for the economy and equity markets in the U.S.

Topics covered include:

  • European...


Jul 9, 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 fixed income market, equity market developments, and economic trends for the months ahead.

Topics covered include:

  • The influence of the Federal...


Jul 1, 2020

In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to recap the first half of the year, and provide their outlook and expectations for the remainder of 2020.

 Topics covered include:

  • Review of the fixed income...