What This Roller Coaster Week Means for Bonds
Our Global Head of Thematic and Fixed Income Research joins our Chief Fixed Income Strategist to discuss the recent market volatility and how it impacts investor positioning within fixed income. -----...
7 Elo 20244min
Why Money Market Funds Aren’t ‘Cash On The Sidelines’
Risk-averse investors have poured trillions into money-market funds since 2019. Our Chief Fixed Income Strategist explains why investors shouldn’t expect this money to pivot to equities and other risk...
6 Elo 20244min
Making Sense of the Correction
Although Monday’s correction springs from multiple causes, the real questions may be what’s next and when will the correction become a buying opportunity?----- Transcript -----Welcome to Thoughts on t...
5 Elo 20244min
Looking Back at a Whirlwind Week
After a dizzying week of economic and market activity, our Head of Corporate Credit Research breaks down the three top stories.----- Transcript -----It’s been a whirlwind week of economic activity in ...
2 Elo 20243min
Following the Flows
Our Chief Global Cross-Asset Strategist, Serena Tang, explains where funds are moving across global markets currently, and why it matters to investors.----- Transcript -----Welcome to Thoughts on the ...
2 Elo 20245min
Will GenAI Help or Hurt Ad Agencies?
As Generative AI continues to accelerate, some agencies will be better positioned than others to reap the benefits. Our Europe Media & Entertainment analyst, Laura Metayer, explains.----- Transcript -...
31 Heinä 20243min
Navigating the Quality and Cap Curves
A later cycle economy and continued uncertainty means that investors should be remain wary of cyclicals such as small caps, explains Mike Wilson, our CIO and Chief US Equity Strategist.----- Transcrip...
30 Heinä 20243min
The Coming Nuclear Power Renaissance
Our sustainability strategists Stephen Byrd and Tim Chan discuss what’s driving new opportunities across the global nuclear power sector and some risks investors should keep in mind.----- Transcript -...
29 Heinä 20246min
