Mike Wilson: What is Causing the Market Rally?
As equities enjoy their best week since the summer highs in June, investors seem at the mercy of powerful market trends, so when might these trends take a turn to the downside?----- Transcript -----We...
24 Okt 20223min
Andrew Sheets: The U.K.’s Struggle to Bring Down Inflation
The U.K.’s economy continues to face a host of challenges, including high inflation and a weak currency, and while these problems are not insurmountable, they may weigh significantly on the economic o...
21 Okt 20223min
Graham Secker: Do European Earnings Have Further to Fall?
While European earnings have been remarkably resilient this year, and consensus estimates for earnings and corporate margins remain high, there may be reason to believe there’s further yet to fall. --...
20 Okt 20224min
ESG: How will Evolving Regulations Affect Investment?
As the EU puts new regulations on sustainability funds, how will categorization of these funds be impacted, and how might that change investment strategies? Head of Global Thematic and Public Policy R...
19 Okt 20226min
Matthew Hornbach: Why U.S. Public Debt Matters
As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play?----- Transcript -----Welcome to Though...
18 Okt 20223min
Mike Wilson: Will Bond Markets Follow the Fed?
Last week's September inflation data brought a subsequent rally in stocks, but can this rally hold while the bond market continues to follow the Fed?----- Transcript -----Welcome to Thoughts on the Ma...
17 Okt 20223min
Andrew Sheets: Overseas, Currency Matters
When investing in overseas markets, 'hedging' one's investment not only offers potential protection from the fluctuations of the local currency but potentially may also lead to higher returns.----- Tr...
14 Okt 20223min
ESG: A New Framework for Utilities
Increasing ESG pervasiveness has led to increasing confusion, in particular around how investors might apply these criteria to the utility sector. Head of Sustainability Research and Clean Energy Step...
13 Okt 20225min
