Doing the math on U.S. policy shifts

Doing the math on U.S. policy shifts

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U.S. earnings: broadening strength

After three rare years of double-digit S&P 500 returns, the prospect of a fourth now hinges on Q4 earnings season. Wei Li, Global Chief Investment Strategist at BlackRock, highlights three key themes to watch.General disclosure: This material is intended for information purposes ...  Afficher plus

Three investment lesson for 2026

2025 was a unique year for markets. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, unpacks the three key lessons we see for 2026.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a re ...  Afficher plus

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The Growing Opportunity in UK & European Residential Real Estate
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Ben Pile, Head of European Residential Investing & Asset Management discusses the factors driving increased investor interest in UK and European residential real estate—from diversification and income generation to potential inflation protection. Episode Segments: 02:35 - Sizing ...  Afficher plus

Why Brian Wesbury is Bearish
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On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury, Chief Economist at First Trust Advisors to discuss his outlook on 2025, Recessions, Monetary Policy, Bitcoin, being an Eagle Scout and more! This episode is sponsored ...  Afficher plus

Talk Your Book: The Next Catalyst for Crypto Assets
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On today's show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Digital Asset Strategists for Fidelity Digital Assets to discuss narratives surrounding ETH and BTC, use cases around ETH, how advisors can work with Fidelity utilizing digital assets, d ...  Afficher plus

Talk Your Book: Putting a Floor on the Nasdaq 100
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On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ...  Afficher plus