Will The President Influence Your Investments...

Today we’re going to connect two stories that, on the surface, look very different. One is Japan, where government bond yields have been rising, and the commentary on financial social media is busy declaring Japan is “blowing up.”The other is the spring of 2023 in the United Stat ...  Show more

Max Hansen has been practicing lawyer at the forefront of tax sheltering for nearly 50 years. His company was acquired by Accruit where he is now a senior partner. On today's show we are talking about structures for fractional ownership of property that can be sheltered from capi ...  Show more

Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.

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Welcome to Thoughts on the Market. I'm Andrew Sheets, head of C ...

Our Global Chief Economist joins our Head of Fixed Income Research to review the most recent Consumer Price Index data, and they lay out potential outcomes in the upcoming U.S. elections that could impact the course of inflation’s trajectory.  

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Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ...  Show more

Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race.

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