Rise of the Retail Investor
As retail investor activity become a more significant driver of US equities, how is their behavior shaping markets – and what opportunities could be opening up as a result? John Marshall, head of deri...
7 Nov 20258min
A “Blow-Off Top” Ahead?
As investors make sense of surprising Fed guidance and a huge slate of earnings, what’s the current state of sentiment around US equities – and which sectors could outperform into year-end? Shawn Tute...
31 Okt 202510min
Can the China Rally Continue?
What’s driving Chinese equity markets higher, and are there better opportunities across the emerging markets landscape at this point? Stratford Dennis, head of emerging market equities in Global Banki...
24 Okt 20258min
The Bubble Question
Are US stocks overvalued, or is the rally set to continue through 2026? Mike Washington, equities sales trader with Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading f...
17 Okt 202510min
Can the Rally Continue?
After a tremendous rally for US equities, could more gains be ahead – or is it time for investors to protect their portfolios? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris...
10 Okt 20258min
Hidden Volatility
The S&P 500 has enjoyed a remarkably steady rise, but under the surface, the action has been much choppier at the single-stock level. What does this dynamic mean for investors, and where are the best ...
3 Okt 20258min
A Contrarian Call on Europe
After a stunning rally for US stocks, can investors find better opportunities in other markets? Mark Wilson, Head of Equities Franchise Sales in Global Banking & Markets, discusses with Chris Hussey. ...
26 Sep 202510min
Will Fed Cuts Drive Stocks Higher?
What should investors take away from Wednesday’s rate cut – and how are US equities likely to respond from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in the Global Banking & Markets d...
19 Sep 202510min
