Michael Zezas: A Framework for ESG Growth in U.S.
While the demand for Environmental, Social, and Governance investing has been growing primarily in Europe, a potential new regulatory policy may drive new interest and opportunity for U.S. investors.-...
23 Maalis 20222min
Andrew Sheets: The Housing Inflation Puzzle
While the cost of shelter has risen quickly, the measure of housing inflation has been slow to catch up, creating challenges for renters, homeowners and the Fed.-----Transcript-----Welcome to Thoughts...
22 Maalis 20223min
Mike Wilson: Late Cycle Signals
This year is validating our call for a shorter but hotter economic cycle. As the indicators begin to point to a late-cycle environment, here’s how investors can navigate the change.-----Transcript----...
21 Maalis 20223min
Andrew Sheets: The Fed has More Work to Do
The U.S. Federal Reserve recently enacted its first interest rate hike in two years, but there is still more work to be done to counteract rising inflation and markets are watching closely.-----Transc...
18 Maalis 20223min
James Lord: Will the U.S. Dollar Still Prevail?
The U.S. and its allies have frozen the Central Bank of Russia’s foreign currency reserves, leading to questions about the safety of FX assets more broadly and the centrality of the U.S. dollar to the...
17 Maalis 20224min
Michael Zezas: A False Choice for Energy Policy
As oil prices rise across the globe, investors wonder if governments will continue to incentivize clean energy development or pivot to greater investment in traditional fossil fuels.-----Transcript---...
16 Maalis 20222min
Jonathan Garner: Commodities, Geopolitical Risk and Asia & EM Equities
As global markets face a rise in commodity prices due to geopolitical conflict, investors in Asia and EM equities will want to keep an eye on the divergence between commodity exporters and importers.I...
15 Maalis 20223min
Mike Wilson: Will Slowing Growth Alter the Fed’s Path?
This week the market turns to the Federal Reserve as it eyes challenges to growth while remaining committed to combating high inflation with its first rate hike of the tightening cycle.-----Transcript...
14 Maalis 20223min
