U.K. Economy: Volatility's Impact Across Markets
As the U.K. grapples with structural, political, and economic issues, how are markets affected across assets, and what stories may look better for investors than others? Chief Cross-Asset Strategist A...
28 Loka 20229min
U.K. Economy: All Eyes on the U.K.
As the U.K. deals with a bout of market volatility, political transitions, and sticky inflation, how will policy makers and the Bank of England respond, and where might the U.K. economy be headed from...
27 Loka 20228min
Seth Carpenter: The Next Steps for the Bank of England
As the U.K. attempts stabilize its debt to GDP ratio, as well as curb inflation, the question becomes, to what extent will the Bank of England continue to tighten monetary policy?----- Transcript ----...
26 Loka 20223min
Michael Zezas: Policy Pressure from the U.S. to China
The Biden administration recently imposed new trade restrictions on exports to China, but what sectors will be impacted and will we continue to see more policy pressure from the U.S. to China?----- Tr...
25 Loka 20222min
Mike Wilson: What is Causing the Market Rally?
As equities enjoy their best week since the summer highs in June, investors seem at the mercy of powerful market trends, so when might these trends take a turn to the downside?----- Transcript -----We...
24 Loka 20223min
Andrew Sheets: The U.K.’s Struggle to Bring Down Inflation
The U.K.’s economy continues to face a host of challenges, including high inflation and a weak currency, and while these problems are not insurmountable, they may weigh significantly on the economic o...
21 Loka 20223min
Graham Secker: Do European Earnings Have Further to Fall?
While European earnings have been remarkably resilient this year, and consensus estimates for earnings and corporate margins remain high, there may be reason to believe there’s further yet to fall. --...
20 Loka 20224min
ESG: How will Evolving Regulations Affect Investment?
As the EU puts new regulations on sustainability funds, how will categorization of these funds be impacted, and how might that change investment strategies? Head of Global Thematic and Public Policy R...
19 Loka 20226min
