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Investment Strategy

Dec 8, 2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.

Topics covered include:

• Potential impact of budget deficits and Federal Reserve...


Nov 10, 2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.

Topics covered include:
• Effect of supply and demand imbalance on inflation
•...


Oct 7, 2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.

Topics covered include:
• Federal Reserve policy and inflation concerns
• Long-term...


Sep 1, 2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.

Topics covered include:

  • Expectations for Federal Reserve policy
  • Tapering of Federal...


Aug 5, 2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.

Topics covered include:

  • Factors contributing to the rally in interest rates
  • Long-term...