Ripple Effects of the Red Sea Disruptions
Our expert panel discusses how the Red Sea situation is affecting the global economy and equity markets, as well as key sectors and the shipping industry.----- Transcript -----Jens Eisenschmidt: Welco...
14 Helmi 20249min
Three Reasons the U.S. Consumer Outlook Remains Strong
Despite a likely softening of the labor market, U.S. consumer spending should remain healthy for 2024.----- Transcript -----Welcome to Thoughts on the Market. I’m Sarah Wolfe from the US Economics Tea...
12 Helmi 20242min
Rooting for a Positive Rate of Change
Investors in credit markets pay close attention to the latest economic data. Our head of Corporate Credit Research explains why they should be less focused on the newest numbers and more focused on wh...
9 Helmi 20243min
Trends in the 2024 Credit Landscape
Our credit experts from Research and Investment Management give their overview of private and public credit markets, comparing their strengths and weaknesses following two years of rate hikes.----- Tr...
8 Helmi 20248min
Which Geopolitical Events Matter Most to Investors
With multiple, ongoing geopolitical conflicts, our analyst says investors should separate signals from noise in how these events can impact markets.Important note regarding economic sanctions. This re...
7 Helmi 20243min
What Japan Can Teach the World About Longevity
Japan’s experience as one of the first countries to have an aging population offers a glimpse of what’s to come for other countries on the same path. See what an older population could mean in terms o...
7 Helmi 20249min
A Longer Wait for Rate Cuts?
As positive economic data makes it less likely that the Fed will cut rates in March, our Chief US Equity Strategist explains what this could mean for small-cap stocks. ----- Transcript -----Welcome to...
5 Helmi 20244min
Is the Housing Market Back?
Mortgage rates are down, sales volumes are rising and housing is gradually getting more affordable. Our analysts discuss why they think the U.S. housing market is on a healthy foundation. ----- Transc...
2 Helmi 20245min
