BMO's Kimball: 'Everyone is talking about the...

Christian Chan, chief investment officer at AssetMark, says that the overall macroeconomic environment is okay — growing above trend but not at exciting levels — but inflation is worrisome, which should have investors looking elsewhere for diversification and protection. The prot ...  Show more

Economist Rebecca Homkes, a lecturer at Duke University and London Business School whose consulting practice focuses on the things that influence the thinking of chief executives, says that the valuations of A.I. companies are sky high because investors believe in the transformat ...  Show more

While the delayed vaccine roll-out is putting a dampener on economic reopening efforts, the potential for inflation is still at hand. In this episode, Alfred Lee, Chris Heakes and Mark Raes, outline fixed income strategies that can protect client portfolios. Putting into context ...  Show more

The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.

In his testimony in early December, U.S. Federal Reserve Chair Jerome Powell admitted it is “probably a good time to retire” the Fed’s characterization of inflation as “transitory”—up, until that time, Powell described inflation as temporary. Today’s guest explains what happens w ...  Show more

PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little hot. Stewart Warther, BNP Paribas' derivatives strategist, says there is less i ...  Show more