Ed Stanley: Key Lessons as AI Goes Mainstream
With A.I. rapidly reaching the mass market, investors are pondering the risks and upsides to A.I. diffusion. History may provide some answers.----- Transcript -----Welcome to Thoughts on the Market. I...
27 Jun 20235min
Emerging Markets: Climate Finance and Credit
While many countries are gearing up to combat climate change, financing these large projects may pose a challenge. ----- Transcript -----Simon Waever: Welcome to Thoughts on the Market. I'm Simon Waev...
26 Jun 20238min
Mid-Year U.S. Dollar Outlook: An Important Driver for Returns
This year, foreign exchange has been even harder than usual to predict. Even so, the outlook for the U.S. Dollar may prove to be a handy asset moving forward.----- Transcript -----Welcome to Thoughts ...
23 Jun 20232min
Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?
As the U.S. Economy still angles for a soft landing, the recent Federal Open Markets Committee meeting may have left more questions than answers.----- Transcript -----Welcome to Thoughts on the Market...
22 Jun 20232min
Mid-Year Global Oil Outlook: Neutral or Constructive?
While high oil prices at the end of last year drove down demand and freed up supply, this year many expect the market to tighten again. So why hasn’t it tightened yet?----- Transcript -----Welcome to ...
21 Jun 20234min
Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation
While the U.S is moving towards a soft landing and Japan is seeing nominal growth, the European economy continues to face restrictive policy.----- Transcript -----Welcome to Thoughts on the Market. I'...
21 Jun 20233min
Fixed Income: A Sweet Spot for Munis
With investors anticipating earnings surprises for US stocks, the outlook for municipal bonds is looking brighter.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Ze...
16 Jun 20234min
Asia’s Economy Outlook: Recovery Picking Up Steam
With more Asian economies on pace to join the recovery path set by China, confidence in economic outperformance versus the rest of the world is rising. ----- Transcript -----Welcome to Thoughts on the...
15 Jun 20233min
