Mexico Judicial Reforms Spark Investor Concern
Our Chief Latin American Equity Strategist explains how potential changes in Mexico’s regulatory approach could have implications for the country’s equity markets.----- Transcript -----Welcome to Thou...
20 Syys 20243min
Industrials Outlook ‘Better Than Feared’
Investors came away from Morgan Stanley’s recent Industrials Conference with a more optimistic outlook than they expected, based on perspectives including freight transportation’s momentum and AI’s im...
19 Syys 20248min
Presidential Debate Targets Perceptions Over Policy
While the electoral impact of last week’s US presidential debate is unclear, our Global Head of Fixed Income and Thematic Research offers two guiding principles to navigate the markets during the elec...
18 Syys 20243min
US Elections: The Politics of Healthcare
Our US Public Policy Strategist explains the potential impact of the upcoming presidential election on the healthcare sector, including whether the outcome is likely to drive a major policy shift.----...
17 Syys 20244min
Markets Readying for a Rate Cut
With the Federal Reserve poised to make its long-awaited rate cut this week, our CIO and Chief US Equity Strategist tells us why investors have pivoted their concerns from high inflation to slowing gr...
16 Syys 20244min
Bank of Japan’s Role in Market Volatility
After sending global markets in a brief tailspin in early August, the Bank of Japan is once again the center of attention. Our Global Chief Economist and Chief Asia Economist discuss the central bank’...
13 Syys 20246min
Corporate Credit at a Crossroads?
Our Head of Corporate Credit Research looks at the Fed’s approach to rate cuts, seasonal trends and the US election to explain why the next month represents a crucial window for credit’s future. -----...
12 Syys 20243min
Uneven Recovery in Commercial Real Estate
Office buildings continue to struggle in the post-pandemic era, but our Chief Fixed Income Strategist notes that other properties have turned a corner. ----- Transcript -----Welcome to Thoughts on the...
11 Syys 20244min
