Macroeconomics
Familiar Factors Present as the VIX® Nears Record Run
Gateway Investment Advisers offers insight on the extended streak of high stock market volatility levels as it approaches the one year mark.
- March 3, 2021
10 Factors to Shape the Recovery with Nouriel Roubini
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Gateway Insight: How Long Can the Historic Volatility Decline Last?
Reasons behind the 45.90% plummet of volatility in November and why investors shouldn’t consider it an “all clear” sign are analyzed by Gateway Investment Advisers.
- January 14, 2021
The Case for TIPS in a Post Crisis World
Why higher than target inflation and repricing of long breakevens may be on the horizon, and the impact on TIPS, is explained by Loomis, Sayles & Co. Fixed Income specialists.
- November 13, 2020
The Economy Is Not the Stock Market – by the Numbers
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
The Road from Here: Global Market Perspectives with Bloomberg’s John Authers
Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
Resiliency & Risks in Global Financial Systems
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
Crisis & Recovery: What Economic and Epidemic Models Are Telling Us
Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.