Guggenheim: Investors Are Fighting the Fed 00:01:14 As recession talks have been replaced with a soft landing narrative, are market participants getting too comfortable? Guggenheim Partners Investment Management CIO Anne Walsh warns that credit may be the next shoe to drop, encouraging investors to remain cautious despite the headline resilience of the U.S. economy. Create new playlist Create new playlist Invesco Keeps an Eye on Infrastructure 00:01:57 Invesco Global Market Strategist for Asia Pacific David Chao described equity valuations for the US as frothy, citing current market conditions as the calm before the storm. In an interview with Bloomberg Markets: China Open, he discussed his bullish position on global infrastructure, which he believes will benefit from persistent inflationary pressure. Create new playlist Create new playlist Deutsche: We Are Overdue for a Pullback 00:02:08 Bolstered by strong balance sheets and the U.S. consumer, equity markets have outlasted repeated calls for a correction–but how long can it last? Deutsche Bank Chief Global Strategist Binky Chadha says that markets are overdue for a pullback, projecting a three to five percent decline in the near term. Create new playlist Create new playlist Eastspring: Global Stocks Are ‘Bucking the Trend’ 00:02:18 While rising yields normally spell bad news for stocks, equities markets around the world have been defying conventional wisdom. Speaking on Bloomberg Markets: Asia, Eastspring Investments Asian Equities Portfolio Specialist Ken Wong highlighted strong performances across North America and Asia to date, but is watching earnings season closely for what is to come in the second half of the year. Create new playlist Create new playlist Invesco: "We Are Entering into a Post-Fed World” 00:01:15 Invesco Global Chief Market Strategist Kristina Hooper believes that equity markets are waiting for the Fed to officially signal the end of its rate hike cycle. Speaking on Bloomberg’s The Close, Hooper added that she expects smaller caps and cyclical stocks to lead the next rally. Create new playlist Create new playlist BNY Macro Chief Meskin: Balance Sheets Combat ‘Curveballs’ 00:01:59 While expectations for the US economy have shifted from recession fears to a soft landing, Bank of New York Mellon Macro Chief Sonia Meskin warns that there are still weak spots in the market. Speaking with Bloomberg’s Tom Keene, she highlighted the strength of corporate balance sheets in weathering the curveballs of a post-COVID economy, but points to corporate real estate as a potential source of risk. Create new playlist Create new playlist
