Michael Zezas: The Risks of a U.S. Government Shutdown
Although Congress has avoided previous shutdowns with last-minute resolutions, investors shouldn’t get complacent in assuming the same outcome again in the fall.----- Transcript -----Welcome to Though...
16 Aug 20232min
Jonathan Garner: A Bullish Turn for India
With the rupee appreciating, manufacturing and services in a consistent rally and demographic trends on an upswing, India may be better poised for a long-term boom than other markets in Asia.----- Tra...
15 Aug 20234min
Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance
While the Fed fights generationally high inflation, the U.S. economy continues to grow, supported by high levels of spending. This has affected both the bond and equity markets.----- Transcript -----W...
14 Aug 20234min
U.S. Equities: Valuations Still Matter
While the Fed navigates a soft landing for the U.S. economy and stock valuations remain high, how can investors navigate the risks and rewards of a surprisingly strong equity market? Lisa Shalett is M...
11 Aug 20239min
Pharmaceuticals: The Investment Opportunity in Obesity Treatment
A recent landmark study around weight-loss medicine could spark near-term growth opportunities in pharmaceuticals.----- Transcript -----Mark Purcell: Welcome to Thoughts on the Market. I'm Mark Purcel...
10 Aug 20236min
Michael Zezas: The Impact of New Investment Limitations in China
Forthcoming U.S. restrictions on some tech investments in China may present new opportunities as companies adapt to these constraints.----- Transcript -----Welcome to Thoughts on the Market. I'm Micha...
9 Aug 20232min
Social Investing: The Future of Sustainability
The profound demographic changes underway in countries around the world will require innovative, socially focused solutions in sectors including health care, finance and infrastructure.----- Transcrip...
8 Aug 20239min
U.S Housing: U.S Housing Market Remains Tight for Buyers
The residential housing market continues to face limited inventory, low affordability and high mortgage rates, but the worst may have passed.----- Transcript -----Michelle Weaver: Welcome to Thoughts ...
7 Aug 20235min
