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Market Insights: Inflation, Housing, and Tax Policy
Dirk Hofschire, CFA, and Lars Schuster discuss what’s driving inflation and how it may impact housing costs against a backdrop of headlines coming out of DC.
Market Insights: Supply Chains, Inflation, and China
Dirk Hofschire, CFA, and Lars Schuster discuss political and policy developments in China and analyze the relationship between supply chain disruptions and inflation.
Market Insights: Drivers of Value
Join Denise Chisholm in her first episode of the Market Insights podcast, discussing the three key drivers of value stock performance with guest Anastasia Zabolotnikova.
September 2021 Market Insights Podcast
Dirk Hofschire, CFA, and Lars Schuster review recent market events, the latest on news out of Washington, D.C., and the potential for volatility in the coming months.
August 2021 Market Insights Podcast
Dirk Hofschire, CFA, and Lars Schuster discuss the market backdrop of this summer, as well as what COVID variants could mean for the business cycle outlook.
July 2021 Market Insights Podcast
Dirk Hofschire, CFA, and Lars Schuster discuss the last six months in the market and the investment implications of the U.S. economy reopening.