Simplify's Green: Economy can narrow and show...

Kristen VanGelder, co-chief investment officer at Evanston Capital — a firm that manages hedge funds built out of hedge funds — says that sophisticated money managers have very different sentiments about current market conditions than Main Street investors, noting that where aver ...  Show more

Matt Freund, co-chief investment officer at Calamos Investments, says a resilient economy is producing "shocking numbers for a mid-cycle economy," powering through problems in a way that puts the Federal Reserve on hold, avoiding interest rate hikes this year and returning to a b ...  Show more

As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. 

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Welcome to Thoughts on the ...

We live at a time when extreme voices get the most attention and so it is tempting, following a string of weak economic numbers, to yell the word “recession”. However, a balanced assessment of demand and supply suggests that we are, thus far, merely transitioning to slower gro ...

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.

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

Given recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth.

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Assets Strategist for Morgan St ...