TAM Market Pulse: Tom Wald

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 it to be.

238277 0822

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 economy, and more. 

2286037  07/22

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 insight and explaining what investors need to remember during these challenging times. 

2199238   05/22

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 much more. 

2093535   03/22

Are we entering a time of transition? One with changes in market leadership among asset classes or individual market segments? Changes in time horizons? Changes in what investors worry about? At times like these, investors seek clarity among contrasting perspectives as they try to interpret the data that’s emerging today. In a new “Market Pulse,” Tom Wald, CIO of Transamerica Asset Management, Inc., discusses rising inflation and interest rates, COVID 19, the case for economic growth and corporate earnings, all within the context of netting out the good and not-so-good news from a volatile market. 

2035703    0222

There is no shortage of matters for investors to fret over as the new year begins. COVID-19 variants and inflation are formidable market opponents, but prospects for economic growth are apparent, as well, and how the markets respond in the coming months will be fascinating to see. In his new Market Pulse, Tom Wald, CIO for Transamerica Asset Management, Inc., provides his market outlook for 2022 by looking closely at the economy, stocks, interest rates and Fed policy, income strategies, international stocks, and potential wild cards. Tom offers a thorough review of the past year and preview of the year ahead, covering just about everything investors need to know. 

1934421   12/21

As major stock indexes continue to reach record highs, investors also see a series market concerns that include COVID-19, inflation, Federal Reserve policy, slowing economic growth, and dysfunction in Washington. These concerns and their potential impacts have left many asking — why are stocks continuing to rise? In his new “Market Pulse,” Transamerica Asset Management CIO Tom Wald looks closely at each topic to provide investors with insight they may find very interesting. 

1912535    11/21

We’ve entered October, a historically scary time for investors. A look back reveals some frightening ghosts have appeared at this time of year, including a few unforgettable market crashes. Should investors really fear October, or is opportunity about to jump out from behind that door? In his latest “Market Pulse,” Tom Wald, Transamerica Asset Management CIO, discusses events past and present that shape where the economy and markets are today. And there is a lot to discuss — volatility, interest rates, inflation, economic growth, and the happenings in Washington. Combined, these events may compel some investors to look away, but as Halloween nears, how much is there to truly be afraid of?

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. 

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.