Ed Stanley: The Cutting Edge of AI
The next phase in artificial intelligence could be “edge AI,” which lowers costs and improves security by embedding AI capabilities directly in smartphones and other devices.----- Transcript -----Welc...
20 Marras 20233min
Ellen Zentner: 2024 U.S. Economic Outlook
Our Chief U.S. Economist previews the key economic themes of 2024, including potential rate cuts, housing affordability, job growth and more. ----- Transcript -----Welcome to Thoughts on the market. I...
17 Marras 20233min
Serena Tang: The Return of the 60/40 Portfolio
After poor performance in 2022, a traditional 60/40 equity/bond portfolio could see an annual return around 8% over the next decade.----- Transcript -----Welcome to your Thoughts on the Market. I'm Se...
16 Marras 20234min
Special: What Should I Do With My Money?
If you're a listener to Thoughts on the Market you may be interested in another of our podcasts: What Should I Do With My Money? -----------------------------------------------------------------------...
15 Marras 20233min
Macro Economy: The 2024 Outlook Part 2
Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more. ----- Transcript -----Vis...
15 Marras 202310min
Macro Economy: The 2024 Outlook
As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategist Vishy Tirupattur hosts a roundtable with Chief Ec...
14 Marras 20238min
Andrew Sheets: Will the Bond Market Suffer from Tax-Loss Selling?
Investors whose corporate bond holdings have lost value in 2023 could sell before the end of the year, locking in their losses to offset gains elsewhere. Here are three reasons that they probably won’...
10 Marras 20233min
Ed Stanley: Weight Loss Drugs and the Global Economy
Despite some falloff in consumer interest, anti-obesity drugs are still likely to have profound implications at both the macro and sectoral level.----- Transcript -----Welcome to Thoughts on the Marke...
9 Marras 20234min
