Rate Cut Ripple
As markets adjust to global volatility, our Head of Corporate Credit Research considers when the Fed might choose to cut interest rates and how long the impacts may take to play out.----- Transcript -...
9 Elo 20243min
Health Care for Longer, Healthier Lives
Our Head of Europe Sustainability Research discusses how rising longevity is revolutionizing our fundamental approach from reactive to proactive treatment.----- Transcript -----Welcome to Thoughts on ...
8 Elo 20243min
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
