Michael Zezas: One Fewer Election Blind Spot?

Last week's September inflation data brought a subsequent rally in stocks, but can this rally hold while the bond market continues to follow the Fed?----- Transcript -----Welcome to Thoughts on the Ma...

17 Loka 20223min

When investing in overseas markets, 'hedging' one's investment not only offers potential protection from the fluctuations of the local currency but potentially may also lead to higher returns.----- Tr...

14 Loka 20223min

Increasing ESG pervasiveness has led to increasing confusion, in particular around how investors might apply these criteria to the utility sector. Head of Sustainability Research and Clean Energy Step...

13 Loka 20225min

As consumption of goods slows post COVID, companies are experiencing a build up in inventory that could have far reaching implications. Head of Global Thematic and Public Policy Research Michael Zezas...

12 Loka 20224min

All over the world elections are taking place that will have profound effects on both local and global economies, so where are policy moves being made and how might investors use these moves to antici...

11 Loka 20224min

Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evidence for a drop in earnings continues to accumulat...

10 Loka 20223min

While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover...

7 Loka 20223min

As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads of U.S. Securitized Products Research Jim Egan and ...

6 Loka 20226min