7 episodes

PNC’s Chief Investment Strategist muses on investing, markets, the global economy and life.

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    • Økonomi

PNC’s Chief Investment Strategist muses on investing, markets, the global economy and life.

    Episode 7: How do you envision the evolution of cryptocurrencies playing out?

    Episode 7: How do you envision the evolution of cryptocurrencies playing out?

    We share thoughts on the crypto landscape - what led to the recent correction and is this a passing fad or does it actually have staying power?!

    • 15 min
    Episode 6: What’s the status of the economic recovery and why isn’t the Fed concerned about rates?

    Episode 6: What’s the status of the economic recovery and why isn’t the Fed concerned about rates?

    A year into the pandemic we share our thoughts on the economic recovery by looking at certain high frequency data points for clues, as well as share thoughts on rising U.S. interest rates.

    • 13 min
    Episode 5: What are your thoughts on oil and the energy sector?

    Episode 5: What are your thoughts on oil and the energy sector?

    Almost a year ago the price of oil went negative and now it’s having one of the best starts to the year in the past decade. In this episode, we share our thoughts on the path forward and why we remain cautious on the sector.

    • 10 min
    Episode 4: What is your outlook for fixed income in 2021?

    Episode 4: What is your outlook for fixed income in 2021?

    This episode is Part 2 of a two-part series covering our 2021 Investment Outlook. We share highlights of our analysis and some actionable insights.

    • 15 min
    Episode 3: What is your outlook for equities in 2021?

    Episode 3: What is your outlook for equities in 2021?

    This episode is Part 1 of a two-part series covering our 2021 Investment Outlook. We share some highlights from our analysis and some actionable insights.

    • 20 min
    Episode 2: What are the market implications from the Democratic sweep?

    Episode 2: What are the market implications from the Democratic sweep?

    Investors seem to always fear the worst in a Democratic sweep scenario, but we don’t think it’s all bad news.

    • 14 min

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