Andrew Sheets: What Do Markets Reward? Progress.

Changing Fed policy in 2024 is likely to bring down yields from these increasingly popular funds. Here’s what investors can consider instead.----- Transcript -----Welcome to Thoughts on the Market. I'...

12 Jan 20243min

Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here’s what to expect in 2024.----- Transcript -----Welcome to Thoughts on the Market. I'm Devin McDermott, He...

11 Jan 20243min

World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance.----- Transcript -----Welc...

10 Jan 20243min

Companies that offer generative AI solutions saw their valuations rise in 2023. This year, investors should look at the companies adopting these solutions.----- Transcript -----Welcome to Thoughts on ...

9 Jan 20243min

Investors worry that anti-obesity drugs could dent demand for medical procedures and devices. Here’s what they could be missing.----- Transcript -----Welcome to Thoughts on the Market. I'm Patrick Woo...

8 Jan 20243min

Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient?----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate C...

5 Jan 20243min

Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Daniel...

4 Jan 20243min

Tune in as our analysts take a look back at the major themes from 2023 and a look ahead to what investors should be eyeing in 2024.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. ...

3 Jan 20245min