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Market Pulse: Tom Wald
Transamerica Asset Management, Inc. CIO Tom Wald talks about what investors need to know in a changing market environment.
Aug 17, 2021
The Market Impact of the Delta Variant
When it comes to COVID-19, things can change fast. The recent surge in cases due to the Delta variant has changed the conversation from early in the summer of 2021, when occurrences were at their lowest since the pandemic’s early days. This abrupt increase figures to impact the markets and the economy — the question is how? In his new “Market Pulse,” Transamerica Asset Management CIO Tom Wald offers his opinions, diving deep into what the Delta variant could mean for stocks, the economy, Fed policy, interest rates, and more.
Jul 1, 2021
Where We Stand: Transamerica 2021 Mid-Year Market Outlook
We’re midway through the year, and there is a lot going on. In his new podcast, Tom Wald, CIO of Transamerica Asset Management, Inc., explores the economy, stocks, the credit markets, interest rates, inflation, and other topics that are occupying investors as we look forward to the rest of 2021. Tom discusses the Transamerica 2021 Mid-Year Market Outlook he recently completed. He also looks at the true psychology of the markets right now and whether it represents a net opportunity or risk to investors, as well as the impact of COVID-19 vaccines on case trends, the economy, and the markets.
Jun 4, 2021
Inflation Returns — How Long Will It Stay?
Inflation has reemerged from the non-threatening rates of the past decade to become a gripping development with which markets must contend. How surprised should we have been when April’s CPI made its highest monthly jump since 2013? Are we looking at a substantial change in the long-term trend, or will current rates be transitory in nature and return to their previously benign levels in the not-too-distant future? Transamerica Asset Management, Inc., CIO Tom Wald takes a close look at the inflation data in his latest podcast and considers what it could mean for investors now and in the long term.
Apr 29, 2021
Market Catalysts, Concerns and Opportunities
How things have changed since 2021 began. Many of the biggest concerns that occupied investors when the calendar turned are no longer the worries they were, and they are now becoming market catalysts. Yet with these catalysts a new wall of worry has emerged, giving investors plenty to think about as they weigh opportunities ahead. In his new podcast, Transamerica Asset Management, Inc., CIO Tom Wald discusses the prospects of rising inflation, interest rates, infrastructure spending, and other factors that could influence the economy and markets, and what investors should know as they consider their next moves. Given where we were a year ago, how should investors feel about the risks they face today?
Mar 10, 2021
Assessing the Changing Landscape: Stronger Growth vs. Higher Interest Rates
The internal battle being fought within the markets right now presents investors with inherent contradictions. On the one hand, economic and corporate earnings growth is exceeding previous expectations, which the markets should like. However, the resulting rise in long-term interest rates and subsequent risk of modestly higher inflation is something they are not cheering. These developments were not on the landscape when the calendar turned to 2021, but they now occupy the attention of investors far and wide. In his new podcast, Transamerica Asset Management, Inc., CIO Tom Wald summarizes what’s unfolding and breaks down the moving targets to follow.
Feb 9, 2021
GameStop, the Reddit Rebellion and What it Means for the Markets
In the blink of an eye, a virtual army of Millennial investors organized on social media and effected a short squeeze for the ages that left some of the world’s most prominent hedge funds reeling. As the dust from this noteworthy event continues to settle, it’s fair to ask whether it represents just a blip on the radar or if it’s a new paradigm for investing that’s here for good? And what impact does it figure to have on the markets as 2021 unfolds? Tom Wald, CIO of Transamerica Asset Management, Inc., examines these questions and many others in his latest podcast.
Dec 10, 2020
Looking Ahead into 2021
We have lived through real history in 2020, and it’s finally time to look forward to a much-anticipated 2021. In his new podcast, Tom Wald, CIO of Transamerica Asset Management, Inc., summarizes his new engaging and extensive paper, “Where We Stand: The Transamerica 2021 Market Outlook.” He examines the most memorable aspects of the year that was and what investors should know about the markets and economies as the calendar turns. Will 2021 begin like 2020 ended, and what keys factors should investors monitor as the new year unfolds? As Tom says, we could be witnessing the “storm before the calm.” Listen and learn what that may mean for your portfolio.
Nov 16, 2020
A Vaccine, the Election, and the Markets
These are historic times, to say the least. Positive developments in the search for a COVID-19 vaccine combined with the climax and fallout of a remarkable election have converged the political and investment worlds in ways few have ever seen. What can investors expect next? Tom Wald, CIO of Transamerica Asset Management, Inc., explores in his new podcast the current investing climate and what looms ahead. There have been some recent bumps on the road, but how much should we like the road we’re on? Tom considers that question and much more.
Oct 7, 2020
Prospects of Upcoming October Volatility
We have entered uncharted waters. COVID-19 and the search for a vaccine, the pace of economic recovery in the U.S. and beyond, the final stretch of the presidential and congressional elections – rarely have so many factors come together at once to create such an atmosphere. Investors need to understand what’s unfolding right now and be ready for opportunities that may present themselves. In his latest podcast, Tom Wald, CIO of Transamerica Asset Management, Inc., discusses how medical, political, and economic news could lead to an eventful October, a month already known for its historic market activity. Tom covers what he believes could have the biggest impacts and prepares investors to potentially take advantage of possible price fluctuations to come.
Aug 14, 2020
Defining the Road Ahead
Several developing situations demand our attention right now. There’s COVID-19 and the search for a vaccine, the economy, corporate earnings, interest rates and Fed policy, fiscal stimulus, and, of course, a looming election. Determining whether the markets continue to move forward or reverse direction requires taking a step back and looking at the big picture. In his new podcast, Tom Wald, CIO of Transamerica Asset Management, Inc., discusses a potential “Back to the Future” market path unfolding over the next year or two alongside a more friendly investment environment and recoveries in the economy and corporate earnings. Tom provides his thoughts on what awaits investors in the coming months amid a very dynamic investing landscape.
Jul 10, 2020
Where We Stand: Transamerica 2020 Mid-Year Market Outlook
The world has changed over the past six months in ways no one could have expected, yet market opportunities remain alive and well for anyone who’s looking. Tom Wald, CIO of Transamerica Asset Management, Inc., sums up the Transamerica 2020 Mid-Year Market Outlook in his latest podcast. He looks at where he believes the economy and markets are headed after an eventful opening half of the year, how investors should be feeling, and the ongoing risks COVID-19 and other factors pose. With the pandemic surging and elections looming, these are interesting times, indeed. Hear Tom tell investors what they need to know as the second half of 2020 begins.
May 18, 2020
Economy Tumbles and Stocks Rally: Understanding Why and What Might Be Next
We’re seeing catastrophic economic numbers caused by the COVID-19 pandemic unveiled on a regular basis these days, yet stocks have enjoyed a remarkably strong run since hitting lows back on March 23. Should we be surprised by this, and what can we expect next? Join Tom Wald, CIO of Transamerica Asset Management, Inc., as he talks about the four catalysts he believes will continue to drive markets in the coming weeks. Tom also shares his perspective on the events that have propelled historic market selloffs over the past 100 years, and how they compare to today’s happenings.
Apr 8, 2020
COVID-19 and the CARES Act Economic Stimulus Package
As economic struggles continue to mount amid the COVID-19 crisis, Congress has passed the CARES Act, a $2.2 trillion package aimed at providing relief for everyone from individuals to major corporations. It’s the largest stimulus legislation ever, and it’s broken down into several areas, all of which demand a great amount of immediate attention in the current environment. In his new podcast, Tom Wald, CIO of Transamerica Asset Management, Inc., looks at the most important part of the CARES Act, its impacts, and whether investors should expect more stimulus from the government later in the year.
Mar 27, 2020
COVID-19 Economic Impacts in Q2 and Beyond
COVID-19 has shocked the world, shutting down economies and triggering massive market selloffs rarely seen during any previous crisis. As the calendar turns to the second quarter of 2020 and many brace for economic contraction of historic proportions, where do we go from here? How long will this last, and how bad could Q2 be? In his new podcast, Tom Wald, CIO of Transamerica Asset Management, Inc., discusses when he thinks the worst of the crisis will end and when we may expect to see the economy and markets start to recover. He looks at the implementation of monetary and fiscal policy, he details specific metrics to monitor, and he offers plenty of additional insight investors should hear about the current situation.
Mar 16, 2020
Super Tuesday, Coronavirus, and More
Rarely have presidential campaigns enjoyed the kind of turnaround Joe Biden’s did in the days leading up to Super Tuesday. How will the markets react as investors weigh Biden’s continued efforts? Are there lessons from history we should keep in mind while this election unfolds? And what impact can the coronavirus have on performance and portfolios in the months ahead? Tom Wald, Transamerica Asset Management, Inc. CIO, answers these questions and more in his latest podcast.
Mar 16, 2020
Historic Market Volatility
Dramatic volatility and fierce selloffs continue to challenge markets, leaving nervous investors wondering what they should do. How will the coronavirus impact the economy and corporate earnings? What should stock owners, or anyone considering buying stocks, remember in the current environment? Transamerica Asset Management, Inc. CIO Tom Wald answers these questions and many others in “Historic Market Volatility.”