Can Vacant Offices Help Solve the US Housing Crisis?
The rise in unused office space has triggered suggestions about converting commercial real estate into residential buildings. But our US Real Estate Research analyst lists three major challenges.-----...
14 Aug 20244min
US Election Should Not Dim M&A Resurgence
Our US Public Policy Strategist expects a robust M&A cycle, regardless of the outcome of the US election. But rising antitrust concerns could create additional scrutiny on possible future deals. -----...
13 Aug 20243min
Pay Attention to Data, Not Market Drama
Recent market volatility has made headlines, but our Global Chief Economist explains why the numbers aren’t as dire as they seem.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market...
12 Aug 20245min
Rate Cut Ripple
As markets adjust to global volatility, our Head of Corporate Credit Research considers when the Fed might choose to cut interest rates and how long the impacts may take to play out.----- Transcript -...
9 Aug 20243min
Health Care for Longer, Healthier Lives
Our Head of Europe Sustainability Research discusses how rising longevity is revolutionizing our fundamental approach from reactive to proactive treatment.----- Transcript -----Welcome to Thoughts on ...
8 Aug 20243min
What This Roller Coaster Week Means for Bonds
Our Global Head of Thematic and Fixed Income Research joins our Chief Fixed Income Strategist to discuss the recent market volatility and how it impacts investor positioning within fixed income. -----...
7 Aug 20244min
Why Money Market Funds Aren’t ‘Cash On The Sidelines’
Risk-averse investors have poured trillions into money-market funds since 2019. Our Chief Fixed Income Strategist explains why investors shouldn’t expect this money to pivot to equities and other risk...
6 Aug 20244min
Making Sense of the Correction
Although Monday’s correction springs from multiple causes, the real questions may be what’s next and when will the correction become a buying opportunity?----- Transcript -----Welcome to Thoughts on t...
5 Aug 20244min
