Michael Zezas: Key Questions Amidst Geopolitical Tensions
The recent crisis in Ukraine has caused a great deal of uncertainty in the economy and markets. To cut through the noise, we take a look at the three key questions we are hearing from investors.Import...
3 Maalis 20223min
Martijn Rats: Uncertainty for Oil and Gas
As the conflict between Russia and Ukraine continues to unfold, implications for the oil and gas sector in Europe are beginning to take shape.Important note regarding economic sanctions. This research...
2 Maalis 20223min
Vishy Tirupattur: Corporate Credit Faces New Challenges
Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year.-...
28 Helmi 20223min
Andrew Sheets: Geopolitics, Inflation and Central Banks
As markets react to the conflict between Russia and Ukraine, price moves for corn, wheat, oil and metals may mean new inflationary pressures for central banks to contend with in the coming months.Impo...
26 Helmi 20223min
Special Episode: Changing Tides - Water Scarcity
Water scarcity brings unique challenges in the path to a more sustainable future. Solving for them will mean both risk and opportunity for governments, corporates, and investors.-----Transcript-----Je...
25 Helmi 20228min
Mike Wilson: The Prospect of a Continued Correction
While geopolitical tensions currently weigh on markets, investors should look to the fundamentals in order to anticipate the depth and duration of the ongoing correction.Important note regarding econo...
24 Helmi 20223min
Special Episode, Pt. 2: Inflation Around the World
The challenges of inflation can be felt around the world, but understanding the regional differences is key to an effective 2022 for both central banks and investors.----- Transcript -----Andrew Sheet...
23 Helmi 20228min
Special Episode, Pt. 1: Two Kinds of Inflation
Inflation has reached levels not seen in years, but there is an important distinction to be made between frictional and cyclical inflation, one that has big implications for central banks this year.--...
18 Helmi 20228min
