Author Archives: Aldo Ceccarelli, CFA

How low for yields and the pound?

The Bank of England has embraced a lower pound to backstop Brexit risks. Low bond yields have been heading lower. How low can we go? Dr. Brian Jacobsen explains. Listen to the podcast (new window). Aldo Ceccarelli: I’m Aldo Ceccarelli, … Continue reading

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Midyear Outlook—part 3: Portfolio positioning as rates rise

In the third of a three-part series, our capital market strategists discuss portfolio positioning as rates slowly rise.

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Midyear Outlook—part 2: Room for growth in U.S. equities

In the second of a three-part series, our capital market strategists discuss their growth outlook for U.S. equities.

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Midyear Outlook—part 1: Opportunities in non-U.S. markets

In the first of a three-part series, our capital market strategists discuss opportunities in non-U.S. markets.

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Your move, central banks

Dr. Brian Jacobsen discusses what moves the Fed and the Bank of Japan might make in June. Listen to the podcast (new window). Aldo Ceccarelli: I’m Aldo Ceccarelli and you are On the Trading Desk. This month we’re discussing what’s … Continue reading

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Sell in May and go away?

The old adage had its day—but not today. Dr. Brian Jacobsen dispels the myth and offers investors a better approach. Listen to the podcast (new window). Aldo: I’m Aldo Ceccarelli, and you are On the Trading Desk. Investors have likely … Continue reading

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Bond opportunities in emerging markets

Yes. We said bonds. And now is the time to allocate assets. Ashok Bhatia, senior portfolio manager at Wells Capital Management, explains why. Listen to the podcast (new window). Aldo Ceccarelli: I’m Aldo Ceccarelli, and you are On the Trading … 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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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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