Robin Xing: China’s 20th Party Congress Commits to Growth
At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?----- Transcript -----Welcome to T...
18 Marras 20224min
U.S. Housing: How Far Will the Market Fall?
With risks to both home sales and home prices continuing to challenge the housing market, investors will want to know what is keeping the U.S. housing market from a sharp fall mirroring the great fina...
17 Marras 20227min
2023 Global Strategy Outlook: Big Shifts in Dynamics
In looking ahead to 2023, the big dynamics of this year are poised to shift and investors will want to look for safety amidst the coming uncertainty. Chief Cross Asset Strategist Andrew Sheets and Glo...
17 Marras 20229min
2023 Global Macro Outlook: A Different Kind of Year
As we look ahead to 2023, we see a divergence away from the trends of 2022 in key areas across growth, inflation, and central bank policy. Chief Cross Asset Strategist Andrew Sheets and Global Chief E...
16 Marras 202211min
Mike Wilson: Dealing With the Late Cycle Stage
As we transition away from our fire and ice narrative and into the late cycle stage, investors will want to change up their strategies as we finish one cycle and begin another.----- Transcript -----We...
14 Marras 20224min
Global Tech: What’s Next for EdTech?
Education technology, or EdTech, saw significant adoption during the COVID-19 pandemic, yet opportunity remains in this still young industry if one looks long-term. Head of Products for European Equit...
11 Marras 20225min
Michael Zezas: The Midterm Elections’ Market Impact
It’s almost two full days after the midterm elections in the U.S. and while we still don’t know the outcome, markets may know enough to forecast its impact.----- Transcript -----Welcome to Thoughts on...
10 Marras 20222min
Stephan Kessler: What Does the Future Hold for ESG Investing?
Critics of sustainable investing have said that Environmental, Social, and Governance strategies require investors to sacrifice long-term returns, but is this really the case?----- Transcript -----Wel...
9 Marras 20223min
