Special Encore: Global Autos: Are China’s Electric Vehicles Reshaping the Market?
Original Release on July, 27th 2023: With higher quality and lower costs, China’s electric vehicles could lead a shift in the global auto industry.----- Transcript -----Adam Jonas: Welcome to Thoughts...
21 Elo 20239min
Andrew Sheets: The Positive Side of Higher Rates
Bond yields have seen a surprising increase as a result of real interest rates, which could mean both good and bad news for other asset types.----- Transcript -----Welcome to Thoughts on the Market. I...
18 Elo 20233min
Chetan Ahya: Can China Avoid a Lost Decade?
Although China’s economy faces challenges in terms of debt, demographics and deflation, the right policy approach could ward off a debt deflation loop.----- Transcript -----Welcome to Thoughts on the ...
17 Elo 20234min
Michael Zezas: The Risks of a U.S. Government Shutdown
Although Congress has avoided previous shutdowns with last-minute resolutions, investors shouldn’t get complacent in assuming the same outcome again in the fall.----- Transcript -----Welcome to Though...
16 Elo 20232min
Jonathan Garner: A Bullish Turn for India
With the rupee appreciating, manufacturing and services in a consistent rally and demographic trends on an upswing, India may be better poised for a long-term boom than other markets in Asia.----- Tra...
15 Elo 20234min
Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance
While the Fed fights generationally high inflation, the U.S. economy continues to grow, supported by high levels of spending. This has affected both the bond and equity markets.----- Transcript -----W...
14 Elo 20234min
U.S. Equities: Valuations Still Matter
While the Fed navigates a soft landing for the U.S. economy and stock valuations remain high, how can investors navigate the risks and rewards of a surprisingly strong equity market? Lisa Shalett is M...
11 Elo 20239min
Pharmaceuticals: The Investment Opportunity in Obesity Treatment
A recent landmark study around weight-loss medicine could spark near-term growth opportunities in pharmaceuticals.----- Transcript -----Mark Purcell: Welcome to Thoughts on the Market. I'm Mark Purcel...
10 Elo 20236min
