U.S. Retail: A Tale of Two Halves
As economic pressures continue to drive consumption in the U.S., how will the health of the economy influence the soft lines industry? Head of Retail and Consumer Credit for Fixed Income Research Jenn...
24 Jan 202310min
Mike Wilson: A Shift in Recession Views
While there seemed to be a consensus that U.S. Equities will struggle through the first half of the year before finishing strong, views are now varying on the degree and timing of a potential recessio...
23 Jan 20233min
Andrew Sheets: What is an Optimal Asset Allocation?
The financial landscape is filled with predictions about what comes next for markets, but how do investors use these forecasts to put a portfolio together?----- Transcript -----Welcome to Thoughts on ...
20 Jan 20233min
U.S. Housing: Will Activity Continue to Slow?
With housing data from the last few months of 2022 coming in weaker than expected, what might be in store for mortgage investors? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Bacow ...
19 Jan 20235min
Michael Zezas: The Year of the Long-Term Investor
At a recent meeting of analysts from around the globe, we identified three central transitions for 2023 that may help investors shift towards a focus on long-term trends as opportunities.----- Transcr...
18 Jan 20233min
Ed Stanley: Key Themes for 2023
At the start of each new year, we identify 10 overarching themes for the year and beyond. So what should investors be keeping an eye on in the coming months?----- Transcript -----Welcome to Thoughts o...
17 Jan 20234min
Andrew Sheets: Will Emerging Market Outperformance Hold?
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
Michael Zezas: Bringing Semiconductors to North America
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
