Thoughts on the Market

The U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be wary about slower progress in other areas.----- Transc...

14 Joulu 20233min

Investors are concerned about the potential impact of the upcoming U.S. presidential election in a number of sectors. Here’s what to watch.----- Transcript -----Welcome to the Thoughts on the Market. ...

13 Joulu 20232min

China continues to face the triple challenge of debt, deflation and demographics. But are investors missing an opportunity in China equities? ----- Transcript -----Laura Wang:] Welcome to Thoughts on ...

12 Joulu 20238min

Here’s how upcoming inflation data and this week’s Federal Open Market Committee meeting could affect the U.S. bond and equity markets. ----- Transcript -----Welcome to Thoughts on the Market. I'm Mik...

11 Joulu 20234min

Will the U.S. dollar weaken further as the economy slows? What will its value be compared to the Euro by spring 2024? Our analyst tackles those key currency questions and more.----- Transcript -----We...

8 Joulu 20232min

Will India equities continue to outperform China equities in 2024? The two key factors investors should track.----- Transcript -----Welcome to Thoughts on the market. I'm Jonathan Garner, Morgan Stanl...

7 Joulu 20234min

Although much will change before the elections, investors should watch for potential impacts on issues such as AI regulation, energy permitting, trade and tax policy.----- Transcript -----Michael Zeza...

6 Joulu 20235min

Asia’s economic recovery could continue to be out of step with the rest of the world. Hear which countries are positioned for growth and which might face challenges. ----- Transcript -----Welcome to T...

5 Joulu 20233min