Volatility Doesn’t Necessarily Rock the Boat
Our head of corporate credit research dives into the question of correlation and market volatility, and explains why stock indices can remain stable despite a certain level of turmoil, as we have seen...
20 Juni 20243min
Investment Discipline In An Election Year
Investors watching for market reactions would do well to stick to their existing plans in an environment where the economic impacts of any particular US election outcome remains unclear. Our Global He...
18 Juni 20243min
Tracking the Rebound in Tech IPOs
The AI revolution has helped fuel the tech IPO sector’s resurgence following a two-year lull. Our Co-Heads of Technology Equity Capital Markets join our Global Head of Fixed Income and Thematic Resear...
17 Juni 20249min
This Is Still India’s Decade
Our Head of India Research and Chief India Equity Strategist lays out his bullish post-election view on India, explaining why the market is likely to drive a fifth of global growth in the coming decad...
14 Juni 20243min
Cautious Corporate Boards Extend the Credit Cycle
A strong economy and global stock market surge may suggest market euphoria. However, our Head of Corporate Credit Research explains why the corporate sector caution is, in fact, a good sign.----- Tran...
13 Juni 20243min
Convenience Is Compelling
Our US Thematic Strategist explains the premium that consumers will pay for convenience, and what that means for sectors including online retail, dining and package delivery.----- Transcript -----Welc...
12 Juni 20244min
Presidential Elections Aren’t the Only Important Ones
Our Global Chief Economist takes stock of recent elections in India, Mexico and South Africa -- and what they suggest about the market implications of the upcoming UK and US elections.----- Transcript...
11 Juni 20244min
Investors Riding an Unpredictable Wave
Our CIO and Chief U.S. Equity Strategist explains why economic fluctuations have made it more difficult to project a possible soft or no landing outcome, and how investors can navigate this continuing...
10 Juni 20243min
