Jonathan Garner: A Bullish Turn on Asia and Emerging Markets
As Asia and Emerging Markets move from a year of major adjustment in 2022 towards a less daunting 2023, investors may want to change their approach for the beginning of a new bull market.----- Transcr...
1 Dec 20224min
Michael Zezas: What Will China’s Reopening Mean for the U.S.?
As China tries to smooth out its COVID caseload, investors should take note of the impacts those COVID policies have on global economies and key markets.----- Transcript -----Welcome to Thoughts on th...
30 Nov 20222min
Stephen Byrd: A New Approach to ESG
Traditional ESG investing strategies highlight companies with top scores across ESG metrics, but new research shows value in focusing instead on those companies who have a higher rate of change as the...
29 Nov 20223min
2023 European Outlook: Recession & Beyond
As we head into a new year, Europe faces multiple challenges across inflation, energy and financial conditions, meaning investors will want to keep an eye on recession risk, the ECB, and European equi...
28 Nov 20227min
Michelle Weaver: A Very Different Holiday Shopping Season
As we enter the holiday shopping season, the challenges facing consumers and retailers look quite different from 2021, so how will inflation and high inventory impact profit margins?----- Transcript -...
25 Nov 20223min
Michael Zezas: Mixed News from the U.S./China Meeting
While the recent meeting between U.S. President Biden and China’s President Xi has signaled near term stability for the relationship between the two countries, investors will need to understand what t...
23 Nov 20222min
U.S. Outlook: What Are The Key Debates for 2023?
The year ahead outlook is a process of collaboration between strategists and economists from across the firm, so what were analysts debating when thinking about 2023, and how were those debates resolv...
22 Nov 202210min
Mike Wilson: When Will Market Volatility Subside?
While the outlook for 2023 may seem relatively unexciting, investors will want to prepare for a volatile path to get there, and focus on some key inflection points.----- Transcript -----Welcome to Tho...
21 Nov 20223min
