Category Archives: On the Trading Desk

Will China’s New Year bring new opportunities?

Learn about the pluses and minuses of global markets with Chief Portfolio Strategist Dr. Brian Jacobsen. Listen to the podcast (new window). Amy George: I’m Amy George, and you are On the Trading DeskSM. In the month and weeks ahead, … Continue reading

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Sorting out stocks and bonds

How is volatility affecting the markets? Capital Market Strategists John Manley and Jim Kochan put markets into perspective. Listen to the podcast (new window). Amy George: I’m Amy George, and you are On the Trading DeskSM. This week, we bring … Continue reading

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China: The ugly dance between oil and stocks

Despite market volatility stemming from events in China, there’s sound reason to be optimistic, according to Chief Portfolio Strategist Dr. Brian Jacobsen. Listen to the podcast (new window). Aldo Ceccarelli: I’m Aldo Ceccarelli, and you are On the Trading DeskSM. … Continue reading

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China: A time of testing

Despite market volatility stemming from events in China, there’s sound reason to be optimistic, according to Chief Portfolio Strategist Dr. Brian Jacobsen. Listen to the podcast. Aldo Ceccarelli: I’m Aldo Ceccarelli and you are On the Trading DeskSM. Despite recent … Continue reading

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Happy New Year? Maybe not for the markets

What mood are the markets in? Dr. Brian Jacobsen discusses the big economic items for the month ahead. Listen to the podcast (new window). Aldo Ceccarelli: I am Aldo Ceccarelli, and you are On The Trading Desk. On behalf of … Continue reading

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Putting the Fed rate move into perspective

Dr. Brian Jacobsen recaps the Fed’s rate-hike decision and what it means for investors. Listen to the podcast (new window). Aldo Ceccarelli: Let’s start by recapping what the Federal Open Market Committee decided to do on December 16. Brian Jacobsen: In one … Continue reading

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Being bullish on European stocks

International Portfolio Manager Dale Winner, CFA, discusses his views on why European stocks are attractive as well as opportunities for investors.

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Oil: OPEC and opportunity

Dr. Brian Jacobsen recaps the recent OPEC meeting and lends a sense of opportunity in the current environment. Listen to the podcast. Aldo Ceccarelli: Let’s start by putting the December 4 meeting of the oil producing and exporting countries into … Continue reading

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Secular stagnation theory debunked

Could slow be the new fast? Discover global opportunity in a slow-growth world. Listen to the podcast (new window). Investors who put off international exposure because global growth may be slow may benefit from hearing about secular stagnation. Chief Portfolio … Continue reading

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Diversity creates opportunity in emerging markets

Learn how diversity gives this emerging markets team an informational advantage to find income and opportunity for investors. Anthony Cragg and his team join Amy George. Listen to the podcast (new window). Here from the backseat of our cab, this … Continue reading

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