US Equities: No Landing in Sight
Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S. Equity Strategist explains why investors should seek out quality as the economy stays aloft.----- Tran...
22 Huhti 20244min
Mixed Signals for Asia and Emerging Markets
Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate environment in the U.S. could favor China, Hong Kong and others, according to our analyst.----- Transcri...
19 Huhti 20243min
A Central Piece of the GenAI Puzzle
GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods Analyst shares key takeaways on the electrical equipment central to the data center market.----- Transcript ...
18 Huhti 20244min
The Repercussions of Rising Global Tensions
As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the possible market outcomes as companies and governments seek to bolster security. ----- Transcript -----We...
17 Huhti 20242min
How Will the GenAI Revolution Be Powered?
Our Global Head of Sustainability Research and U.S. Utilities Analyst discuss the rapidly growing power needs of the GenAI enablers and how to meet them.----- Transcript -----Stephen Byrd: Welcome to ...
16 Huhti 202410min
A Sobering View on the Spirits Sector
Markets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Research disagrees.----- Transcript -----Welcome to Tho...
16 Huhti 20244min
Unpacking Correlation
The math of ‘bond-equity correlation' is complicated. Our head of Corporate Credit Research breaks it down, along with the impact of bond rates on other asset classes.----- Transcript -----Welcome to ...
12 Huhti 20243min
US Energy: The Minerals and Materials at Risk
With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disr...
11 Huhti 20244min
