TAM Market Pulse: Tom Wald

Transamerica Asset Management (TAM)
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TAM Market Pulse: Tom Wald

Transamerica Asset Management, Inc. (TAM) CIO Tom Wald talks about what investors need to know in a changing market environment.

  1. 11 DE SET.

    Turning the Page (09/24)

    Funny thing about the markets — sometimes they behave in ways that correspond with the general aura of events occurring in the world around them. As fall begins, is this one of those times? Join Transamerica Asset Management, Inc., CIO Tom Wald for a new Market Pulse podcast as he discusses an array of forces that could potentially impact the markets in the coming months. Topics include what’s next for Federal Reserve monetary policy and the interest rate environment, current stock catalysts,...

    21min

  2. 12 DE JUL.

    2024 Mid-Year Market Outlook (07/24)

    After an eventful first half of 2024, what can investors expect over the rest of the year? In a new Market Pulse, Transamerica Asset Management, Inc., CIO Tom Wald discusses his 2024 Mid-Year Market Outlook and provides in-depth analysis of the U.S. economy, equity and fixed income markets, and international stocks. Tom offers his year-end forecasts for GDP growth, the S&P 500®, and interest rates. He compares the positioning of growth and value stocks in the current environment, talks ab...

    24min

  3. 5 DE JUN.

    Stocks Reach Record Highs: Where from Here? (06/24)

    The most recent bear market appears to have come and gone, and stocks have rallied to reach all-time highs amid concerns about a possible recession, inflation, corporate earnings, interest rates, and election year uncertainties. In fact, the S&P 500® has seen an upside move of 50% since October of 2022, when the bear bottomed out. Are the market’s current tailwinds enough to push stocks even higher, or is its resilience already reflected in current prices, making now the time to expect a ...

    21min

  4. 25 DE ABR.

    Resetting Rate Expectations (04/24)

    It’s understandable if some investors feel these days a little like Charlie Brown trying to kick a football, only to see Lucy pull it away at the last second to send Charlie flying. As inflation reports continue to raise eyebrows and market volatility increases, the Federal Reserve and the economy may keep everyone guessing a bit longer. Tom Wald, Chief Investment Officer of Transamerica Asset Management, Inc., uses his latest Market Pulse to discuss recent changes to his interest rate foreca...

    21min

  5. 7 DE MAR.

    Upgrading Views on the Economy and Stocks (03/24)

    Things are not all rainbows and puppy dogs these days, but growth for the U.S. economy and corporate earnings has looked stronger early in 2024 than most expected. And with these surprising numbers comes revised expectations. In his newest Market Pulse podcast, Tom Wald, CFA® and CIO of Transamerica Asset Management, Inc., updates his yearly forecast for stocks and the economy. Tom discusses what he expects for gross domestic product growth this year, and why he no longer believes a recession...

    17min

  6. 20/12/2023

    Transamerica Asset Management, Inc. 2024 Market Outlook (12/23)

    How will markets respond to a potential recession in 2024? Where should fixed income investors be in the year ahead? What catalysts may push U.S. stocks to record highs, and where should we expect interest rates to be in a year. Look forward to 2024 with the latest Market Pulse podcast with Tom Wald, CFA® and CIO of Transamerica Asset Management, Inc. Hear Tom discuss his recently published Transamerica 2024 Market Outlook and his thoughts on what investors need to know about the U.S. economy...

    19min

  7. 09/11/2023

    November Fed Meeting and Recent Market Volatility (11/23)

    In recent weeks, long-term interest rates surged before reversing course. Economic data was strong, then slowed. Stocks corrected and then rallied. How do investors make sense of all this? In his latest Market Pulse podcast, Transamerica Asset Management, Inc., CIO Tom Wald explores the crosscurrents swirling in the current market environment and the forces influencing them. Those include the Federal Reserve’s recent decision to leave interest rates unchanged, the immediate future for economi...

    16min

  8. 06/10/2023

    4Q 2023 Market Outlook: Interest Rates and Market Volatility (10/23)

    What should investors make of the recent market sell-off? What has the sharp increase in long-term interest rates meant for stocks and bonds? Has the inverted yield curve finally begun to dis-invert? Finally, could there be a meaningful difference between the Federal Reserve’s expectations for future interest rates and their actual path? In a new Market Pulse, Tom Wald, Transamerica Asset Management, Inc., Chief Investment Officer, discusses the market impacts and paths forward following a vo...

    21min
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Sobre

Transamerica Asset Management, Inc. (TAM) CIO Tom Wald talks about what investors need to know in a changing market environment.

Informações

  • Criado por
    Transamerica Asset Management (TAM)
  • Anos de atividade
    2020 - 2024
  • Episódios
    39
  • Classificação
    Livre
  • Copyright
    © 2024 TAM Market Pulse: Tom Wald
  • Site do podcast
    TAM Market Pulse: Tom Wald

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