The Bid podcast

Episode 6: Steeling for a
market snapback

In a market where equities dominate headlines, fixed income has stayed out of the spotlight. But with unexpected momentum from U.S. tax reform and potential volatility spikes from central banks globally, it’s precisely in these times when investors need to be prepared for potential snapbacks.

In this episode of The Bid, we speak to Chief Fixed Income Strategist Jeff Rosenberg about the risks we foresee in the year ahead and the role of fixed income in a market environment that’s heating up.

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2018 investment outlook
A synchronized global expansion has room to run in 2018, but 2017 will be a tough act to follow.
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Episode 5: What’s greater than great?

The global economy seemed to hit its stride in 2017, and 2018 looks to be starting off on a similarly high note. Global Chief Investment Strategist Richard Turnill dives into the drivers of this run, and answers the tough question: Can it persist?

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Episode 4: Is geopolitics the next investment x-factor?

From North Korea’s nuclear program to expansion in the South China Sea, geopolitical risks are permeating the news cycle regularly. We inventory the risk landscape with Isabelle Mateos y Lago and delve into China’s 19th Party Congress with Wei Li.

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Episode 3: A taxing path to reform

It seems like the provisions of Washington’s latest tax package are intentionally aimed to confuse. With debate occurring on all sides, we set out to separate signal from noise with Chief Equity Strategist Kate Moore.

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Episode 2: Is Amazon eating inflation?

Consumers love a good deal, but bargain hunting is more than a fad. According to Rick Rieder, it’s reshaping the economic landscape in a big way. We explore how Amazon and its peers are eating inflation and what this means for bond investors.

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Episode 1: When reflation becomes expansion

Is the market’s current calm a positive sign or signaling something ominous? Will global central banks stick the landing as they shift to a tighter policy stance? Richard Turnill and Jeff Rosenberg answer these questions and more.

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