Andrew Sheets: A Different Story for Global Markets
While the U.S. continues to see high valuations, rising inflation, and slow policy tightening, the story is quite different for many markets outside the U.S.Important note regarding economic sanctions...
4 Mar 20222min
Special Episode: How Fed Policy Impacts Housing
As the Fed continues to signal coming rate hikes this year, the housing market will face implications across home sales, mortgage rates, and fundamentals.-----Transcript-----Jay Bacow: Welcome to Thou...
3 Mar 20226min
Michael Zezas: Key Questions Amidst Geopolitical Tensions
The recent crisis in Ukraine has caused a great deal of uncertainty in the economy and markets. To cut through the noise, we take a look at the three key questions we are hearing from investors.Import...
3 Mar 20223min
Martijn Rats: Uncertainty for Oil and Gas
As the conflict between Russia and Ukraine continues to unfold, implications for the oil and gas sector in Europe are beginning to take shape.Important note regarding economic sanctions. This research...
2 Mar 20223min
Vishy Tirupattur: Corporate Credit Faces New Challenges
Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year.-...
28 Feb 20223min
Andrew Sheets: Geopolitics, Inflation and Central Banks
As markets react to the conflict between Russia and Ukraine, price moves for corn, wheat, oil and metals may mean new inflationary pressures for central banks to contend with in the coming months.Impo...
26 Feb 20223min
Special Episode: Changing Tides - Water Scarcity
Water scarcity brings unique challenges in the path to a more sustainable future. Solving for them will mean both risk and opportunity for governments, corporates, and investors.-----Transcript-----Je...
25 Feb 20228min
Mike Wilson: The Prospect of a Continued Correction
While geopolitical tensions currently weigh on markets, investors should look to the fundamentals in order to anticipate the depth and duration of the ongoing correction.Important note regarding econo...
24 Feb 20223min
