Chetan Ahya: Why are Asia’s Exports Deflating?
As consumers around the globe scale back on goods spending, how are Asian export markets impacted and where might opportunities lie?-----Transcript-----Welcome to Thoughts on the Market. I'm Chetan Ah...
1 Sep 20224min
Serena Tang: Global Cross-Asset Risk Premiums
While markets wrestle with high inflation and recession worries, investors will want to keep an eye on the rise in risk premiums and the outlook for long-run returns.-----Transcript-----Welcome to Tho...
31 Aug 20224min
Seth Carpenter: Is a Global Recession Upon Us?
Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent.----- Transcript ---...
30 Aug 20223min
Mike Wilson: The Increasing Risks to Earnings
With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.-----Transcript-----Welcome to...
29 Aug 20224min
Andrew Sheets: Is Cash an Efficient Asset Allocation?
Though returns offered by cash have been historically bad over the last 10 years, the tide has begun to turn on cash yields and investors will want to take note.-----Transcript------Welcome to Thought...
26 Aug 20222min
Martijn Rats: Rising Gas Prices and Shifting Oil Demand
This year has seen a sharp rally in the oil and gas markets, leading to high prices and a delicate balancing act for global supply and demand. Important note regarding economic sanctions. This researc...
25 Aug 20223min
Jonathan Garner: What's Next for Asia and Emerging Markets?
As Asia and EM equities continue to experience what may end up being the longest bear market in the history of the asset class, looking to past bear markets may give investors some insight into when t...
24 Aug 20224min
U.S. Public Policy: The Inflation Reduction Act and Clean Energy
The Inflation Reduction Act represents the single biggest climate investment in U.S. history, so how will these provisions influence consumers' pocketbooks and the clean energy market? Head of Global ...
23 Aug 20228min
