Ed Stanley: The Risky Path to a Multipolar World
With the world moving towards a more complex and decentralized multipolar structure, how will technology and infrastructure markets fare going forward?----- Transcript -----Welcome to Thoughts on the ...
28 Apr 20233min
Matthew Hornbach: The Return of Government Bonds
While government bonds have been less than desirable investments for the past two years, the tide may be turning on bond returns.----- Transcript -----Welcome to Thoughts on the Market. I'm Matthew Ho...
27 Apr 20233min
Michael Zezas: The Great Productivity Race
As multinational companies look towards a future of higher innovation costs and a shrinking labor pool, some corporate sectors may fare better than others in the multipolar world.----- Transcript ----...
26 Apr 20232min
Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios
With many investors predicting the U.S. dollar to continue to weaken, its potential for diversification and high yields may indicate otherwise.----- Transcript -----Welcome to Thoughts on the Market. ...
25 Apr 20232min
Sustainability: Decarbonization in the Steel Industry
The drive to reduce carbon emissions could trigger the biggest transformation of the steel industry in decades. Global Head of Sustainability Research, Stephen Byrd, Head of European Metals and Mining...
24 Apr 20238min
Andrew Sheets: What is Behind Equity Market Strength?
With equity markets showing strength in the face of slowing growth, investors are left wondering how, or if, they can remain resilient.----- Transcript -----Welcome to Thoughts on the Market. I'm Andr...
21 Apr 20233min
Mark Purcell: The Evolution of Cancer Medicines
"Smart chemotherapy" could change the way that cancer is treated, potentially opening up a $140 billion market over the next 15 years.----- Transcript -----Welcome to Thoughts on the Market. I'm Mark ...
20 Apr 20233min
Michael Zezas: The Costs of a Multipolar World
Recent interactions between China and Europe signal a continuing reorganization of global commerce around multiple power bases, bringing new and familiar challenges for companies.----- Transcript ----...
19 Apr 20232min
