Elga Bartsch
Contributor since: 2018
Articles
Q2 2022 Global Outlook: Bracing For Volatility
Thu, May 26 TBT, TLT, TMV
Energy Shock, Fed Spur New Outlook
Mon, Mar. 28 ACTV, AFMC, AFSM1 Comment
Ukraine War To Cut Growth, Up Inflation
Tue, Mar. 15 VT, IOO, TOK
Market View Of Rate Hikes Too Hawkish
Mon, Feb. 7 ACTV, AFMC, AFSM5 Comments
Trimming Our Treasury Underweight
Mon, Jan. 24 TLT, TLH, PLW4 Comments
Rate Hikes: Sum Total Is Key, Not Timing
Wed, Jan. 19 TLT, TLH, PLW2 Comments
Thriving In A New Market Regime
Dec. 14, 2021 ACTV, AFMC, AFSM3 Comments
Highlights Of Our 2022 Outlook
Dec. 13, 2021 ACTV, AFMC, AFSM3 Comments
3 Investing Lessons Of 2021
Dec. 6, 2021 ACTV, AFMC, AFSM3 Comments
Staying Invested Amid New Virus Strain
Nov. 29, 2021 ACTV, AFMC, AFSM4 Comments
Inflation At Heart Of Our Outlook Forum
Nov. 15, 2021 TBT, TLT, TMV4 Comments
Corporate Earnings Beyond The Restart
Nov. 1, 2021 ACTV, AFMC, AFSM1 Comment
A Lopsided Energy Transition
Oct. 26, 2021 DBE, RJN, JJE17 Comments
1970s Stagflation? It's The Opposite
Oct. 18, 2021 TBT, TLT, TMV6 Comments
Debt Ceiling Spat Takes A Breather
Oct. 11, 2021 TBT, TLT, TMV2 Comments
Why We Stay Pro-Risk
Sep. 29, 2021 TIP, VTIP, SCHP1 Comment
The Importance Of Getting Granular
Sep. 14, 2021 SPY, QQQ, VOO
Spotlight On Europe
Sep. 8, 2021 SPY, QQQ, VOO2 Comments
2021 Midyear Outlook: Looking Beyond The Restart
Jul. 21, 2021 3 Comments
Looking Through Near-Term Volatility
Jul. 12, 2021 SPY, QQQ, VOO2 Comments
Death Of The Office? Far From It
Jul. 6, 2021 SPY, QQQ, VOO4 Comments
A Taxing Question For U.S. Stocks
Jun. 28, 2021 SPY, QQQ, VOO1 Comment
Fed Catches Up With Restart Reality
Jun. 21, 2021 SPY, QQQ, VOO
What Lies Beyond The Restart?
Jun. 14, 2021 SPY, QQQ, VOO
ECB - Keeping Up The Pace
Jun. 7, 2021 SPY, VOO, TLT
Policy Revolution's Long Reach
Jun. 1, 2021 SPY, VOO, TLT
Gauging Geopolitical Risks
May 24, 2021 SPY, VOO, TLT1 Comment
Don't Be Surprised By Surprising Data
May 18, 2021 SPY, VOO, TLT1 Comment
Mind The (Rate Expectation) Gap
May 10, 2021 SPY, VOO, TLT
Inflation: Beyond Near-Term Volatility
May 3, 2021 SPY, VOO, TLT
Why We Remain Pro-Risk
Apr. 27, 2021 SPY, VOO, TLT
Why We Still Like Technology Stocks
Mar. 31, 2021 SPY, VOO, TLT5 Comments
Our Views On Chinese Assets
Mar. 23, 2021 SPY, VOO, ARKQ6 Comments
A Strong Restart, Not A Recovery
Mar. 15, 2021 SPY, VOO, TLT1 Comment
Leaning Further Into Cyclicality
Mar. 8, 2021 IEF, VGK, IEI1 Comment
Climate Transition: A Driver Of Returns
Mar. 2, 2021 SPY, VOO, DIA1 Comment
Downgrading Government Bonds
Feb. 23, 2021 SPY, VOO, USO
Why We Favor Tech And Healthcare
Feb. 10, 2021 SPY, VOO, DIA1 Comment
Valuation: Not A Worry For Now
Feb. 2, 2021
The New Nominal Takes Shape
Jan. 26, 2021 SPY, VOO, DIA2 Comments