
Andrew Sheets: Which Economic Indicators are the Most Useful?
When attempting to determine what the global economy looks like, some economic indicators at an investors disposal may be more useful, while others lag behind.----- Transcript -----Welcome to Thoughts...
22 Joulu 20223min

Michael Zezas: Legislation to Watch in 2023
As congress wraps up for 2022, and we look towards a divided government in 2023, there are a few possible legislative moves on the horizon that investors will want to be prepared for.----- Transcript ...
21 Joulu 20222min

Global Thematics: A Breakthrough in Nuclear Fusion
With the recent breakthrough in fusion energy technology, the debate around the feasibility of nuclear fusion as a commercialized energy source may leave investors wondering, is it a holy grail or a p...
20 Joulu 20228min

Mike Wilson: Have Markets Fully Priced an Earnings Decline?
As focus begins to shift from inflation and interest rates to a possible oncoming earnings recession, what has the market already priced in? And what should investors be looking at as risk premiums be...
19 Joulu 20223min

Andrew Sheets: What Will the End of Rate Hikes Mean?
As cross-asset performance has continued to be weak, there is hope that the end of the Fed’s rate hiking cycle could give markets the boost they need, but does history agree with these investor’s hope...
16 Joulu 20223min

Sarah Wolfe: Are Consumers Going to Pull Back on Spending?
While the consumer has been a pillar of strength this year, continued high inflation, household debt and slowing payroll growth could pose challenges to consumer spending. ----- Transcript -----Welcom...
15 Joulu 20224min

Global Thematics: Earthshots Take on Climate Change
While “Moonshots” attempt to address climate concerns with disruptive technology, more immediate solutions are needed, so what are “Earthshots”? And which ones should investors pay attention to? Head ...
14 Joulu 20229min

Ravi Shanker: A Bullish Outlook for Airlines
Over the past few years, the airline industry has faced fluctuations between too hot and too cold across demand, capacity and costs. Could conditions in 2023 be just right for increased profitability?...
13 Joulu 20223min





















