Michael Zezas: The U.S. and China, a History of Competition
As investors watch to see if tensions between the U.S. and China will escalate, it’s important to understand the underlying competitive dynamic and how U.S. policy may have macro impacts.--- Transcrip...
4 Aug 20222min
Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed
After the July FOMC meeting, markets took a quick dive and then made an immediate recovery, so what happened?-----Transcript-----Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of...
3 Aug 20223min
Pharmaceuticals: The Global Obesity Challenge
As studies begin to show that obesity medications may save lives, will governments and insurances begin to consider them preventative primary care? And how might this create opportunity in pharmaceuti...
3 Aug 20227min
Mike Wilson: Are Recession Risks Priced in?
As the Fed continues to surprise with large and fast interest rate increases, the market must decide, has the Fed done enough? Or is the recession already here?-----Transcript-----Welcome to Thoughts ...
1 Aug 20224min
Andrew Sheets: Is 60:40 Diversification Broken?
One of the most common standards for investment diversification, the 60:40 portfolio, has faced challenges this year with significant losses and shifting correlations between stocks and bonds. Is this...
29 Jul 20224min
Andrew Sheets: Big Moves From The Fed
Yesterday, the U.S. Federal Reserve raised interest rates by another 75 basis points. What is driving these above average rate hikes and what might the effect on markets be?-----Transcript-----Welcome...
28 Jul 20223min
Michael Zezas: Midterms Remain a Market Factor
While midterm polls have shown a preference for republican candidates, this lead is narrowing as the election grows closer, and the full ramifications of this ever evolving race remain to be seen.----...
27 Jul 20222min
Jorge Kuri: Buy Now, Pay Later in Latin America
As young, digitized consumers have popularized the “Buy Now, Pay Later” payment system across global markets, there may yet be related market opportunities in Latin America.-----Transcript-----Welcome...
26 Jul 20223min
