Michael Zezas: The Impact of New Investment Limitations in China
Forthcoming U.S. restrictions on some tech investments in China may present new opportunities as companies adapt to these constraints.----- Transcript -----Welcome to Thoughts on the Market. I'm Micha...
9 Aug 20232min
Social Investing: The Future of Sustainability
The profound demographic changes underway in countries around the world will require innovative, socially focused solutions in sectors including health care, finance and infrastructure.----- Transcrip...
8 Aug 20239min
U.S Housing: U.S Housing Market Remains Tight for Buyers
The residential housing market continues to face limited inventory, low affordability and high mortgage rates, but the worst may have passed.----- Transcript -----Michelle Weaver: Welcome to Thoughts ...
7 Aug 20235min
Andrew Sheets: Why Are Rates Up and Stocks Down?
Moves by the Bank of Japan, the downgrade of the U.S. credit rating and new economic data may all have contributed to a spike in bond yields and fall in stock prices.----- Transcript -----Welcome to T...
4 Aug 20233min
Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets
While rate hikes and work from home are depressing office real estate in the U.S., the market is vast globally, and there are clear differences across regions and asset types, ranging from occupancy t...
3 Aug 20233min
Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?
The recent downgrade to Fitch's U.S. credit rating should have less of an impact on demand for bonds than the ongoing trajectory of inflation.----- Transcript -----Welcome to the Thoughts on the Marke...
3 Aug 20232min
Vishy Tirupattur: Corporate Credit Risks Remain
While the U.S. economy appears on track to avoid a recession, investors should still consider the implications of an upcoming wave of maturities in corporate credit.----- Transcript -----Welcome to Th...
1 Aug 20233min
Mike Wilson: A New Cyclical Upturn?
With uncertainty around the effects of new central bank policy, investors should be on the lookout for sales growth, cost cutting and sectors that might be turning a corner on performance.----- Transc...
31 Juli 20233min
