Videos

2022 Review and the path Forward

In this videocast, David Lewis, Managing Director and Oxford Investment Fellow, provides a brief summary of the 2020 market results and how the Presidential election results, certified last week, may impact the path forward for government policy.

Planes, Trains and Automobiles

In this videocast, David Lewis, Managing Director and Oxford Investment Fellow, highlights some of the higher frequency data Oxford is reviewing as we think about the path forward from the COVID-19 induced recession.

US Equities: Sizing Up 2020 Returns

In this videocast, Jared Nishida, Managing Director and Oxford Investment Fellow, will unpack the composition of the S&P 500, discuss the drivers of the 2020 index return and offer historical context on size and style valuations in the US market.

Second Quarter Market Review

In this videocast, Cam Johnson, Managing Director and Oxford Investment Fellow, takes us through a review of the strong rebound markets experienced in the second quarter.

Unemployment Data and Federal Reserve Guidance

In this videocast David Lewis, Managing Director and Oxford Investment Fellow, discusses current unemployment data and recently released guidance from the Fed on the future path of interest rates.

What Are Markets Discounting?

Many seem to be questioning current market prices following the unprecedented sell-off in March, and the equally impressive rally back from the recent lows. In this videocast , Dan Ford, Managing Director and Oxford Investment Fellow, helps us tune out the noise and consult the data in an attempt to infer what type of recovery scenario the market is currently pricing in.

COVID-19: Economic Developments and Observations

It’s hard to believe it’s been more than 11 weeks since King County, Washington, officials first introduced the concept of cancelling large group events and encouraging those with compromised health conditions and the elderly population to stay home. Fast-forward to today, and the country is slowly emerging from quarantine with states taking measured steps to open up business. Suffice it to say, the experience for Main Street has diverged significantly from Wall Street at this point.

Watch the videocast for observations from Jared Nishida, Managing Director and Oxford Investment Fellow.

April Market Update & Green Shoots in Asia

David Lewis, Managing Director and Oxford Investment Fellow, discusses the market returns during April and some of the economic data we’re seeing in Asia, as those economies are further along in their efforts to mitigate the impact of the disease and restart their economies.

Deficits, Debt and Other Worries Pushed to the Wayside

David Lewis, Managing Director and Oxford Investment Fellow, discusses the market returns during April and some of the economic data we’re seeing in Asia, as many Asian countries are further along in their efforts to mitigate the impact of the disease and restart their economies.

The Investment Environment of the 1930s Versus Today

David Lewis, Managing Director and Oxford Investment Fellow, continues Oxford’s videocast series Exploring the Impact of COVID-19. In this videocast, David examines the investment environment of the 1930s versus today.

Exploring the Impact of COVID-19 - Part 1: Q1 Market Review & Fed Policy Response

View our three part Special Edition Videocast hosted by some of the members of Oxford’s veteran in-house Investment Research team, the Oxford Investment Fellows. Listen in as David Lewis provides a Q1 market review and analysis of the Fed policy response, Jared Nishida dives into the details of the COVID-19 fiscal stimulus and Bob Schaefer examines private equity in times of crisis.

Exploring the Impact of COVID-19 - Part 2: COVID-19 Update: Fiscal Stimulus

View our three part Special Edition Videocast hosted by some of the members of Oxford’s veteran in-house Investment Research team, the Oxford Investment Fellows. Listen in as David Lewis provides a Q1 market review and analysis of the Fed policy response, Jared Nishida dives into the details of the COVID-19 fiscal stimulus and Bob Schaefer examines private equity in times of crisis.