6 videos
For advisors framing client conversations around AI spending and rate risk, the video offers a manager's read on monetization scrutiny and the Fed's inflation challenge in one short review.
Picked by the markets & outlook deskIt offers a short weekly macro update touching on oil, AI investment sentiment, U.S. earnings breadth and Canadian rate policy. Wealth professionals can use it to track how a manager is framing near-term market drivers.
Wealth professionals may want a high-level primer on how longer trading hours could affect investors and the broader trading ecosystem. The video is framed around adaptation as markets move toward more continuous trading.
It is a short, structured read on how one manager is interpreting the Fed's hiking path and connecting it to bond valuations and equity positioning. Useful as a check on how allocators are framing the inflation and rates backdrop across asset classes.
It gives a fixed income manager's read on the drivers of long-term yields and the term premium, which feeds directly into duration and bond positioning discussions with clients. The labor and CPI data points it cites are the inputs advisors are already being asked about.
It offers a framework for explaining to clients why rates are moving when Fed policy alone does not account for it, tying bond supply, energy prices and inflation risk together. The Canada and Japan segment covers policy divergence across developed markets.
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