Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.----- Transcript ---...
27 Maalis 20233min
Global Economy: Central Bank Policy in a Time of Volatility
As markets contend with the recent volatility in the banking sector, global central banks face the challenge of continuing to combat inflation against this updated backdrop. Chief Cross-Asset Strategi...
25 Maalis 20239min
Special Encore: U.S. Pharmaceuticals - The Future of Genetic Medicine
Original Release on February 6th, 2023: As new gene therapies are researched, developed and begin clinical trials, what hurdles must genetic medicine overcome before these therapies are commonly avail...
23 Maalis 20238min
Global Thematics: Emerging Markets Face Rising Debt Levels
As investors focus on the risks of debt, can Emerging Markets combat pressure from wide fiscal deficits? Global Head of Fixed Income and Thematic Research Michael Zezas, Global Head of EM Sovereign Cr...
22 Maalis 20236min
Vishy Tirupattur: The Coming Challenges for Bank Credit
Against the backdrop of volatility in the banking sector, tightening in consumer and commercial credit may have far-reaching impacts for economic growth.----- Transcript -----Welcome to Thoughts on th...
21 Maalis 20233min
Mike Wilson: The Risk of a Credit Crunch
As markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth?----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson...
20 Maalis 20233min
Sustainability: Energy-Efficient Buildings in Europe
As Europe commits to net-zero carbon emissions by 2050, one hurdle will be the energy emissions caused by buildings’ operations. What investment opportunities might come from energy renovation? Europe...
17 Maalis 20235min
Michael Zezas: A New Dynamic for U.S. Banking
Investors’ renewed concerns around the banking system should have a variety of impacts on fixed-income investment.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Global Hea...
16 Maalis 20232min
