Ravi Shanker: A Bullish Outlook for Airlines
Over the past few years, the airline industry has faced fluctuations between too hot and too cold across demand, capacity and costs. Could conditions in 2023 be just right for increased profitability?...
13 Des 20223min
2023 Emerging Markets Outlook: Brighter Days Ahead
Looking to 2023, Emerging Markets and fixed income assets are forecasted to outperform, so what should investors pay close attention to in the new year? Head of FX and EM Strategy James Lord and Globa...
12 Des 20225min
Andrew Sheets: A More Promising Start to 2023
2022 was an unusual year for stocks and bonds, and while the future is hard to predict, the start of 2023 is shaping up to look quite different across several metrics.----- Transcript -----Welcome to ...
9 Des 20223min
2023 Chinese Economic Outlook: The Path Towards Reopening
As investors have kept China’s road to reopening top of mind, what comes after reopening and how might the Chinese economy and equity markets be impacted? Chief China Economist Robin Xing and Chief Ch...
8 Des 20226min
Global Thematics: What’s Behind India’s Growth Story?
As India enters a new era of growth, investors will want to know what’s driving this growth and how it may create once-in-a-generation opportunities. Head of Global Thematic and Public Policy Research...
7 Des 20227min
Matt Hornbach: Key Currency Trends for 2023
As bond markets appear to have already priced in what central banks will likely do in 2023, how will this path impact inflation and currencies around the world?----- Transcript -----Welcome to Thought...
6 Des 20223min
Mike Wilson: Why Did Treasury Bonds Rally?
The tactical rally in stocks has continued and treasury bonds have experienced their own rally, leaving investors to wonder when this bear market might run out of steam.----- Transcript -----Welcome t...
5 Des 20223min
Ellen Zentner: Is the U.S. Headed for a Soft Landing?
While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 2023?----- Transcript -----Welcome to Thoughts on the ...
2 Des 20224min
