Wells Fargo's Wren is optimistic the market can deliver 10 percent in '21

Wells Fargo's Wren is optimistic the market c...

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Baird's Diederich: Yields look attractive amid short-term inflation rise

Gabe Diederich, portfolio manager at Baird, says that long-term indicators for inflation haven't moved much, which is good news for bond investors interested in capturing steady income for the long haul. He says in the Big Interview that he expects the Federal Reserve to wait on ...  Show more

Morningstar's Sekera: Technology is now trading 20% below fair values

Dave Sekera, chief U.S. market strategist at Morningstar, says that the beating that technology stocks have taken has made the sector ideal for patient investors hunting bargains. He says technology as a sector is now trading at a 20% discount to the firm's composite of fair valu ...  Show more

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Welcome to Thoughts on the Market. I'm A ...

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#89 How has the latest vaccine news and market optimism affected investors?
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This week, we discuss the recent surge in financial markets and the latest on the imminent roll-out of a vaccine in the UK. We look at how investor optimism has swung this year and how emotions, positive and negative, can affect our investment decisions, with Nicky Eggers (Head o ...  Show more