Several experts say current downturn is a buy...

Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Co., says that the current economic cycle is in "overtime," a point where the stock market gets narrow. As the cycle ends, however, he expects the market to broaden out, which could carry it higher, ...  Show more

Bill Stone, chief investment officer at Glenview Trust, says that the stock market "continues to price in that the Iran conflict is going to be over [soon]," which has kept the focus on blockbuster earnings numbers, which have been so strong that they have overcome virtually all ...  Show more

With investors becoming pervasively bearish on stocks and bonds in the face of a worsening growth outlook, can the U.S. investment grade credit market provide shelter from the storm?

----- Transcript -----

Welcome to Thoughts on the Market. I ...

Collateralized loan obligations are among the best debt investment opportunities for this year, according to John Wright, global head of credit at Bain Capital. Spreads on the structured investment vehicles, which repackage leveraged loans into bonds of varying risk, may tighten ...  Show more

After a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However, so far in 2023, tech stocks and other speculations have surged again. According to Steve Eisman, what we're seeing is the natural process by which a "paradigm shift" is playing o ...  Show more

Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.

----- Transcript -----

Welcome to Thoughts on the Market. I'm Mike Wi ...