Finding Opportunity in an Uncertain U.S. Equity Market
Our CIO and Chief U.S. Equity Strategy Mike Wilson suggests that stock, factor and sector selection remain key to portfolio performance.----- Transcript -----Welcome to Thoughts on the Market. I'm Mik...
18 Helmi 20254min
Trump 2.0 and the Potential Economic Impact of Immigration Policy
Our Global Head of Fixed Income and Public Policy Research, Michael Zezas, joins our Chief U.S. Economist, Michael Gapen, to discuss the possible outcomes for President Trump’s immigration policies an...
14 Helmi 20259min
How Do Tariffs Affect Currencies?
Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency markets this year.----- Transcript -----Welcome to Thou...
13 Helmi 20254min
The Credit Upside of Market Uncertainty
The down-to-the-deadline nature of Trump’s trade policy has created market uncertainty. Our Head of Corporate Credit Research Andrew Sheets points out a silver lining. ----- Transcript -----Welcome to...
12 Helmi 20253min
The Rising Risk of Trade Tensions in Asia
Our Chief Asia Economist Chetan Ahya discusses the potential impact of reciprocal U.S. tariffs on Asian economies, highlighting the key markets at risk.----- Transcript -----Welcome to Thoughts on the...
11 Helmi 20254min
Who Might Benefit From Trump’s Tax Policy Proposals?
Global Head of Fixed Income and Public Policy Research Michael Zezas and Head of Global Evaluation, Accounting and Tax Todd Castagno discuss the market and economic implications of proposed tax extens...
10 Helmi 20257min
The Disruption in the AI Market
Our Chief Fixed Income Strategist Vishy Tirupattur thinks that efficiency gains from Chinese AI startup DeepSeek may drive incremental demand for AI.----- Transcript -----Welcome to Thoughts on the Ma...
7 Helmi 20254min
Chinese Airlines Breaking Through Turbulence
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explains why a resurgence in air travel is leading China’s emergence from deflation.----- Transcript -----Welcome to Thoughts on...
6 Helmi 20254min
