Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
274 videos and podcasts · new this week: 50
Election questions come up in client conversations, and the episode sets out a framework for reading House and Senate scenarios, the likely policy agenda and historical market context. It also addresses how to separate a short-lived market reaction from a lasting change in leadership.
It is a short, chart-driven read on whether the recent breadth improvement is a genuine turn or a bounce inside weaker longer-term trends, a question advisors get from clients when cap-weighted and equal-weighted performance diverge.
For wealth professionals who track market breadth, concentration and index-level performance, the episode offers a structured look at divergence between mega-cap technology and the broader market. It also discusses breadth indicators and how to interpret marginal improvements in them.
It sets out a momentum and relative-strength framework rather than a valuation one, so a professional can see how this manager orders asset classes and sectors heading into the quarter. The discussion of international leadership versus domestic equity, and of growth versus value positioning, is the substantive part of the material provided.
For wealth professionals who follow technical breadth and asset-class scorecards, the episode offers a compact review of participation, yield momentum and fixed income positioning as of the recording.
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