Claim OwnershipTAM Market Pulse: Tom Wald
Subscribed: 5Played: 39
Subscribe
© 2025 TAM Market Pulse: Tom Wald
Description
Transamerica Asset Management, Inc. (TAM) CIO Tom Wald talks about what investors need to know in a changing market environment.
45 Episodes
Reverse
After navigating some turbulence following “Liberation Day” on April 2, the Dow Jones Industrial Average, the S&P 500®, and the Nasdaq composite have pushed toward record highs. Is the latest bull run sustainable for the remainder of 2025 and beyond? Join Transamerica Asset Management, Inc., CIO Tom Wald for a new Market Pulse podcast as he discusses four market catalysts that could help stocks continue to rise: tariff resolutions, interest rate cuts, corporate earnings growth, and a lowe...
Markets often seek to climb a “Wall of worry,” and they had plenty of climbing to do in the first half of 2025. Despite tariff uncertainty, continued interest-rate debate, and escalating conflict in the Middle East, the markets performed relatively well in the first half of the year. So what’s on tap for the rest of 2025? Look ahead with a new Market Pulse from Transamerica Asset Management, Inc., CIO Tom Wald, CFA®. Hear Tom break down expectations and offer his year-end forecasts for stocks...
The S&P 500 was soaring on February 19, hitting a record-high close. It didn’t take long for things to turn south. As President Trump follows through on previously delayed tariffs on Canada and Mexico and increasing existing tariffs on China, the markets have taken a downturn. But is there a silver lining? Join Transamerica Asset Management, Inc., CIO Tom Wald for a new Market Pulse podcast as he discusses the shift in sentiment and where things might go from here. Despite the recent vola...
The old saying goes, “Markets don’t always go up because of what happens, but often because of what doesn’t happen.” The past year saw markets move higher while several expectations entering 2024 did not come to fruition. A recession did not occur, the economy did not stop growing, corporate earnings did not fall flat, inflation did not climb again, the Fed did not eschew rate cuts, and the presidential election did not deteriorate into a drawn-out period of uncertainty. Today, the question i...
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,...
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...
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 ...
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...
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...
Halfway through 2023, is it “game on” for investors? Last year’s brutal bear market compelled many to get out of the game, and we are not out of the woods yet. But what happened over the past six months has left much for investors to consider. And the message the current market environment may be sending to those who went to the sideline in 2022 is less about whether long-term opportunities are out there, and more about what the best ones might be. In his latest Market Pulse, Transamerica Ass...
At the conclusion of its May meeting, the Federal Reserve did not clearly indicate if it plans to raise interest rates again in June or pause and potentially conclude the current tightening cycle. Or did it? Tom Wald, CIO of Transamerica Asset Management, Inc., shares his perspective on what actions the Fed may or may not take next in a new Market Pulse. Tom examines rationale the Fed could use as it considers ending rate hikes, and he looks at whether recent developments have made a recessio...
The Federal Reserve’s decision to raise interest rates again in March was expected. The collapse of two respected banks was not. These are interesting times indeed for investors, and questions abound. Has a crisis been averted? Is this another 2008 scenario? Will a recession begin by year-end? How severe would a recession be if one occurs? And what can investors expect next from the Fed, as well as the stock and bond markets? Transamerica Asset Management (TAM) CIO Tom Wald discusses the back...
The market landscape changed over the first two months of 2023, and investor expectations followed. Tom Wald, CIO of Transamerica Asset Management, Inc., breaks down everything that transpired during the past two months in a new Market Pulse, looking closely at the primary areas of investor concern and what it means for stock and bond markets going forward. Is recession no longer a foregone conclusion? How stubborn can we expect inflation to be? How likely — or more to the point, unlikely — i...
Good riddance, 2022. That’s probably how many investors feel about the end to a year that saw stocks and bonds suffer meaningful losses. And as they look forward to 2023, investors are probably asking if we’ve “outrun the bear,” so to speak, and whether they should stay on their current course. Good questions. In a new Market Pulse, Tom Wald, CIO of Transamerica Asset Management, Inc., discusses his recently published “Transamerica 2023 Market Outlook,” and breaks down the major opportunities...
There have been few places for stock and bond investors to hide over the past 12 months, but is there reason to believe markets may react more favorably in 2023? In his latest Market Pulse, Tom Wald, CIO of Transamerica Asset Management, Inc., explores what wary investors should be watching as the calendar turns, including interest rates, inflation, and the potential impact of recent midterm elections. Markets are the great discounter of future events, and history has shown us that when inves...
A September sell-off sent stocks stumbling to their lowest point since November 2020, and longer-term bond yields, as measured by the 10-year Treasury rate, reached their highest levels since March of 2008. There’s no doubt it has been a rough year for weary investors who, by now, must be asking, what’s next? In his new Market Pulse, Transamerica Asset Management, Inc., CIO Tom Wald examines the four main culprits behind the bear market — inflation, interest rates, recession risk, and corpora...
A few rough months for the stock and credit markets have turned into a summer rebound. What’s driving the turnaround, and can investors expect it to continue? And should concerns about inflation, recession, and a bear market give way to a renewed sense of optimism? In a new “Market Pulse,” Transamerica Asset Management, Inc., CIO Tom Wald discusses the current landscape by looking at all the good news unfolding as well as the bad, which, in some ways, may not have been as bad as some expected...
U.S. stocks declined into bear market territory, inflation reached heights not seen in 40 years, and the possibility of a recession looms large. The first half of 2022 was certainly eventful. Can investors expect things to change anytime soon? Tom Wald, CIO of Transamerica Asset Management, Inc., looks ahead to the second half of the year in a new “Market Pulse.” Hear Tom recap his recently published Transamerica 2022 Mid-Year Market Outlook and discuss what’s next for the markets, the econom...
It’s the question on the minds of every investor these days, but we may need to look at it a couple of ways. First, based on how the economy contracted in Q1 2022, are we on an immediate path toward recession occurring in the next few months? And second, will today’s rising interest rates and rising inflation combine to eventually drive us into recession by the end of 2023? In a new “Market Pulse,” Tom Wald, CIO of Transamerica Asset Management, Inc., takes on each question, offering his insi...
War, inflation, higher interest rates, slower short-term economic growth, and recession fears have taken a toll on the markets in recent weeks. Where does the path forward lie? In a new “Market Pulse,” Tom Wald, CIO of Transamerica Asset Management, Inc., discusses recent developments and what investors need to know. Should they brace for more volatility? Will inflation begin to cool anytime soon? And is the U.S. economy at serious risk of falling into a recession? Tom covers each topic, and ...
Comments
Download from Google Play
Download from App Store
United States