Thoughts on the Market

The impact of quantitative monetary policies is hard to understand, for investors and academics alike, but why are these impacts so complex and how might investors better understand the market implica...

8 Syys 20224min

While home price appreciation appears to be slowing, and a rapid increase in supply is hitting the market, how will housing prices fare through the rest of the year and into 2023? Co-Heads of U.S. Sec...

7 Syys 20225min

While interest rates have already weighed on asset markets this year and growth continues to slow, the Fed seems poised to continue on its tightening path, meaning investors may need to prepare for pa...

6 Syys 20224min

There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?-----Transcript-----Welcome to Thoughts...

2 Syys 20223min

As consumers around the globe scale back on goods spending, how are Asian export markets impacted and where might opportunities lie?-----Transcript-----Welcome to Thoughts on the Market. I'm Chetan Ah...

1 Syys 20224min

While markets wrestle with high inflation and recession worries, investors will want to keep an eye on the rise in risk premiums and the outlook for long-run returns.-----Transcript-----Welcome to Tho...

31 Elo 20224min

Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent.----- Transcript ---...

30 Elo 20223min

With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.-----Transcript-----Welcome to...

29 Elo 20224min