Hear from industry experts on timely investment topics, global trends and market analysis to help you make more informed portfolio decisions.

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Banking, Finance, and the Biden Agenda: What’s Ahead?

Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.

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Understanding Markets, Interest Rates, and Vaccines

PM Jack Janasiewicz on near-term market conditions in light of continued federal fiscal aid, monetary policy support, and the vaccine rollout.

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From the Consultant’s Desk: 10 Trends in 2020

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

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Post-Crisis Washington: How Might Politics Inform New Legislation?

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

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Housing Finance Reform and the Biden White House: What’s Next?

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.

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View from Washington: US Foreign Policy under President Biden

Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.

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2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.

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From the Consultant’s Desk: The Year of the Barbell Portfolio

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.

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Plan Sponsor Views: DOL Proposal on ESG in Retirement Plans

A retirement plan specialist and the president of an international high school offer their perspectives on the DOL’s proposed ruling on ESG investing.

  • October 12, 2020
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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

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