Beyond the 60/40 Portfolio?
Our Chief Global Cross-Asset Strategist explains why she sees a future for the 60/40 portfolio strategy, which worked well for over half a century and may continue to perform well – with some modifica...
16 Jul 20244min
Retail’s Comeback Plan
Our Retail analyst and U.S. Internet analyst connect the dots on how technology is helping the retail industry to cash in on the future.----- Transcript -----Simeon Gutman: Welcome to Thoughts on the ...
15 Jul 20246min
Why We Believe the Fed Will – and Should – Cut Rates Soon
Our Head of Corporate Credit Research explains why he expects the US Federal Reserve to make three rate cuts before the end of the year, starting in September.----- Transcript -----Welcome to Thoughts...
12 Jul 20243min
Business Travelers Pack Their Bags
Our Freight Transportation & Airlines Analyst discusses the key takeaways from his mid-year corporate travel survey, which includes a number of positive trends for the second half of 2024.----- Transc...
11 Jul 20243min
Less Impact Than You Might Think
U.S., French and Indian elections may have a minimal effect on equity markets, particularly in the short term, according to our Global Head of Fixed Income and our Chief Global Cross Asset Strategist....
10 Jul 20246min
US Housing: What Will Slow Home Price Growth?
Record-high prices remain a key concern for buyers in the U.S. housing market. Our Co-Heads of Securitized Product Research dig into the data, explaining why they still believe a deceleration in home ...
9 Jul 20246min
2024 US Elections: The Impact of Inflation
Inflation continues to be a key issue for voters in elections around the world. Our CIO and Chief US Equity strategist explains its potential influence on the upcoming US presidential election, and ho...
8 Jul 20244min
Special Encore: A Sobering View on the Spirits Sector
Original release date April 15, 2024: Markets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Research disagree...
5 Jul 20244min
