Mid-Year Outlook: European Energy & Growth Challenges
With rising prices already on the minds of investors and consumers, the outlook in Europe remains challenged across supply chains, inflation rates and energy markets. Chief European Economist Jens Eis...
20 Touko 20229min
Global Politics: The Opportunity for Mexico
As we continue to track the trends of 'slowbalization' and the shift towards a multipolar world, Mexico stands out as an economy uniquely positioned to benefit from these changes. Head of Public Polic...
18 Touko 20225min
Mid-Year Economic Outlook: Slowing or Stopping?
As we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross Asset Strategist Andrew Sheets and ...
18 Touko 202210min
Graham Secker: The Mid-Year Outlook for European Markets
The mid-year outlook for European stocks sees markets encountering a variety of challenges to equity performance, but there may still be some interesting opportunities for investors.-----Transcript---...
16 Touko 20223min
Todd Castagno: Should Shareholders Care About Stock-Based Compensation?
Stock-based employment compensation has gained popularity in recent years, and even investors who don’t receive employment compensation in stock should be asking, is SBC potentially dilutive to shareh...
13 Touko 20223min
Andrew Ruben: Can eCommerce Sustain its Uptrend?
As consumers deal with rising interest rates, persistent inflation, and a desire to get outside in the ever changing COVID environment, the question is, what does this all mean for the future of eComm...
12 Touko 20224min
Special Encore: Transportation - Untangling the Supply Chain
Original Release on April 26th, 2022: Global supply chains have been under stress from the pandemic, geopolitical tensions, and inflation, and the outlook for transportation in 2022 is a mixed bag so ...
11 Touko 20229min
Michael Zezas: Supply Chains and the Course for Inflation
U.S. markets and the Federal Reserve have been grappling with high inflation this year, but could changes in global supply chains help make this problem easier?-----Transcript-----Welcome to Thoughts ...
10 Touko 20223min
