Video features

CIO thought leaders explain our current market outlook and House View through videos and live-streamed discussions.

What does the inverted yield curve mean for you?

Looking at market volatility in 2018 vs. 2019

In this month's conversation, we are joined by Michael Crook, Head of Investment Strategy Americas. Topics will include lessons learned from the first quarter, our outlook for the second quarter and beyond, and key macro risks.

Click here to view full replay video.

Next US House View live: 2 May at 1pm ET

If you're having trouble viewing the live event, the audio is available by dialing in:

Dial in: 877-200-4456
(Int'l: 785-424-1743)
Passcode: 46502#


Good, but not Goldilocks

Just a few months ago, investors were actively discussing the risk of a recession. By mid-December, stocks had fallen nearly 20% and appeared to be pricing in at least a 50% chance of an imminent downturn. Only three months later, markets seem to be pricing in a much more benign scenario. Not only have recession fears faded, but the consensus outlook calls for a mix of stable economic growth and contained inflation.

Stay up to date with our investment views


 

Year Ahead launch event: Part 1

Mark Haefele, Chief Investment Officer, discusses potential downside risks he is monitoring, including trade and inflation. And Mike Ryan, Chief Investment Officer Americas, shares his top idea for 2019.

Take a deep dive through more of our research

 

Year Ahead launch event: Part 2

Min-Lan Tan, Chief Investment Officer APAC, joins the Year Ahead launch event in New York City via hologram from Singapore to discuss the ongoing trade dispute between the US and China.

Take a deep dive through more of our research