Thoughts on the Market

One of the frequent questions regarding Emerging Markets is whether outperformance will hold for the short term or the long term. So what factors should investors consider when evaluating the cross as...

13 Jan 20233min

At this week’s North American Leaders Summit, the U.S., Canada and Mexico committed to boosting the semiconductor industry in another key step on the path towards a multipolar world.----- Transcript -...

12 Jan 20232min

In 2022 it seemed like there was nowhere to hide from the negative returns in traditional investing. But if we look to quantitative strategies, we may find more flexibility for the year ahead.----- Tr...

11 Jan 20239min

As 2023 begins, most market participants agree the first half of the year could be challenging. But when we dig into the details, that's where the agreement ends.----- Transcript -----Welcome to Thoug...

10 Jan 20234min

With an eventful year for the oil market behind us, what are the factors that might influence the supply, demand, and ultimately the pricing of oil and gas in 2023?----- Transcript -----Welcome to Tho...

9 Jan 20234min

Discover what 2022, a historic year for markets, can teach investors as they navigate the new year.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross Asset Strateg...

6 Jan 20233min

With the fight against inflation quieting down in many regions, Asia saw a relatively small step up in inflation. Will that leave 2023 open to the possibility of growth outperformance?----- Transcript...

5 Jan 20233min

The House of Representatives continues its struggle to appoint a new Republican Speaker. What should investors consider as this discord sets the legislative tone for the year?----- Transcript -----Wel...

4 Jan 20233min