2023 Chinese Economic Outlook: The Path Towards Reopening
As investors have kept China’s road to reopening top of mind, what comes after reopening and how might the Chinese economy and equity markets be impacted? Chief China Economist Robin Xing and Chief Ch...
8 Dec 20226min
Global Thematics: What’s Behind India’s Growth Story?
As India enters a new era of growth, investors will want to know what’s driving this growth and how it may create once-in-a-generation opportunities. Head of Global Thematic and Public Policy Research...
7 Dec 20227min
Matt Hornbach: Key Currency Trends for 2023
As bond markets appear to have already priced in what central banks will likely do in 2023, how will this path impact inflation and currencies around the world?----- Transcript -----Welcome to Thought...
6 Dec 20223min
Mike Wilson: Why Did Treasury Bonds Rally?
The tactical rally in stocks has continued and treasury bonds have experienced their own rally, leaving investors to wonder when this bear market might run out of steam.----- Transcript -----Welcome t...
5 Dec 20223min
Ellen Zentner: Is the U.S. Headed for a Soft Landing?
While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 2023?----- Transcript -----Welcome to Thoughts on the ...
2 Dec 20224min
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
