Andrew Sheets: What Do Markets Reward? Progress.

In 2022 it seemed like there was nowhere to hide from the negative returns in traditional investing. But if we look to quantitative strategies, we may find more flexibility for the year ahead.----- Tr...

11 Tammi 20239min

As 2023 begins, most market participants agree the first half of the year could be challenging. But when we dig into the details, that's where the agreement ends.----- Transcript -----Welcome to Thoug...

10 Tammi 20234min

With an eventful year for the oil market behind us, what are the factors that might influence the supply, demand, and ultimately the pricing of oil and gas in 2023?----- Transcript -----Welcome to Tho...

9 Tammi 20234min

Discover what 2022, a historic year for markets, can teach investors as they navigate the new year.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross Asset Strateg...

6 Tammi 20233min

With the fight against inflation quieting down in many regions, Asia saw a relatively small step up in inflation. Will that leave 2023 open to the possibility of growth outperformance?----- Transcript...

5 Tammi 20233min

The House of Representatives continues its struggle to appoint a new Republican Speaker. What should investors consider as this discord sets the legislative tone for the year?----- Transcript -----Wel...

4 Tammi 20233min

As new weight management medications are being developed, might the obesity market parallel the likes of hypertension or high blood pressure to become the next blockbuster Pharma category?----- Transc...

3 Tammi 20233min

Original Release on November 15th, 2022: As we look ahead to 2023, we see a divergence away from the trends of 2022 in key areas across growth, inflation, and central bank policy. Chief Cross Asset St...

30 Joulu 202211min