Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
307 videos and podcasts · new this week: 49
For wealth professionals, the episode connects energy-sector developments to broader inflation, rates and asset-price considerations, and outlines where the speakers see capital needs in oil and gas infrastructure. It is a manager discussion rather than a portfolio recommendation.
It frames election and policy outcomes as inputs to portfolio positioning rather than as a horse race, touching on areas advisors are already discussing with clients: tariffs, AI and data center buildout, and fiscal deadlines. Useful as a policy-focused companion to standard macro outlook material.
New manager videos, podcasts and our own markets & outlook stories on My Desk and in your morning edition.
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