Sheena Shah: What is Causing the Crypto Downturn?
So far this year cryptocurrencies have been on a swift downturn, increasingly in line with equity market moves. What's behind this correlation? And what should investors watch out for next?Digital ass...
24 Touko 20223min
Mike Wilson: 2022 Mid-Year Takeaways
As we enter the second half of 2022, the market is signaling a continued de-rating of equities, lingering challenges for consumers, and an increased bearishness among equity investors.-----Transcript-...
23 Touko 20223min
Andrew Sheets: Finding Order in Market Chaos
2022 is off to a rocky start for markets, but there is an organization to this downturn that is unlike recent episodes of market weakness, meaning investors can use tried-and-true strategies to bring ...
20 Touko 20222min
Mid-Year Outlook: European Energy & Growth Challenges
With rising prices already on the minds of investors and consumers, the outlook in Europe remains challenged across supply chains, inflation rates and energy markets. Chief European Economist Jens Eis...
20 Touko 20229min
Global Politics: The Opportunity for Mexico
As we continue to track the trends of 'slowbalization' and the shift towards a multipolar world, Mexico stands out as an economy uniquely positioned to benefit from these changes. Head of Public Polic...
18 Touko 20225min
Mid-Year Economic Outlook: Slowing or Stopping?
As we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross Asset Strategist Andrew Sheets and ...
18 Touko 202210min
Graham Secker: The Mid-Year Outlook for European Markets
The mid-year outlook for European stocks sees markets encountering a variety of challenges to equity performance, but there may still be some interesting opportunities for investors.-----Transcript---...
16 Touko 20223min
Todd Castagno: Should Shareholders Care About Stock-Based Compensation?
Stock-based employment compensation has gained popularity in recent years, and even investors who don’t receive employment compensation in stock should be asking, is SBC potentially dilutive to shareh...
13 Touko 20223min
