Andrew Sheets: What Do Markets Reward? Progress.

Andrew Sheets: What Do Markets Reward? Progress.

Why are markets climbing despite a pandemic and this week’s demonstrations across the U.S.? The answer may lie with how markets view progress.

Jaksot(1572)

What’s Next for Money Market Funds?

What’s Next for Money Market Funds?

Changing Fed policy in 2024 is likely to bring down yields from these increasingly popular funds. Here’s what investors can consider instead.----- Transcript -----Welcome to Thoughts on the Market. I'...

12 Tammi 20243min

The Path Ahead for Natural Gas and Shale

The Path Ahead for Natural Gas and Shale

Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here’s what to expect in 2024.----- Transcript -----Welcome to Thoughts on the Market. I'm Devin McDermott, He...

11 Tammi 20243min

Will Global Oil Markets Surprise In 2024?

Will Global Oil Markets Surprise In 2024?

World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance.----- Transcript -----Welc...

10 Tammi 20243min

Are These Gen AI’s Next Big Winners?

Are These Gen AI’s Next Big Winners?

Companies that offer generative AI solutions saw their valuations rise in 2023. This year, investors should look at the companies adopting these solutions.----- Transcript -----Welcome to Thoughts on ...

9 Tammi 20243min

Will Anti-Obesity Drugs Disrupt the MedTech Industry?

Will Anti-Obesity Drugs Disrupt the MedTech Industry?

Investors worry that anti-obesity drugs could dent demand for medical procedures and devices. Here’s what they could be missing.----- Transcript -----Welcome to Thoughts on the Market. I'm Patrick Woo...

8 Tammi 20243min

Andrew Sheets: Why 2024 Is Off to a Rocky Start

Andrew Sheets: Why 2024 Is Off to a Rocky Start

Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient?----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate C...

5 Tammi 20243min

Can Japanese Equities Rally in 2024?

Can Japanese Equities Rally in 2024?

Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Daniel...

4 Tammi 20243min

New Year, New Investment Themes?

New Year, New Investment Themes?

Tune in as our analysts take a look back at the major themes from 2023 and a look ahead to what investors should be eyeing in 2024.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. ...

3 Tammi 20245min

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