Looking Back at a Whirlwind Week
After a dizzying week of economic and market activity, our Head of Corporate Credit Research breaks down the three top stories.----- Transcript -----It’s been a whirlwind week of economic activity in ...
2 Aug 20243min
Following the Flows
Our Chief Global Cross-Asset Strategist, Serena Tang, explains where funds are moving across global markets currently, and why it matters to investors.----- Transcript -----Welcome to Thoughts on the ...
2 Aug 20245min
Will GenAI Help or Hurt Ad Agencies?
As Generative AI continues to accelerate, some agencies will be better positioned than others to reap the benefits. Our Europe Media & Entertainment analyst, Laura Metayer, explains.----- Transcript -...
31 Juli 20243min
Navigating the Quality and Cap Curves
A later cycle economy and continued uncertainty means that investors should be remain wary of cyclicals such as small caps, explains Mike Wilson, our CIO and Chief US Equity Strategist.----- Transcrip...
30 Juli 20243min
The Coming Nuclear Power Renaissance
Our sustainability strategists Stephen Byrd and Tim Chan discuss what’s driving new opportunities across the global nuclear power sector and some risks investors should keep in mind.----- Transcript -...
29 Juli 20246min
Three Risks for the Third Quarter
Our head of Corporate Credit Research, Andrew Sheets, notes areas of uncertainty in the credit, equity and macro landscapes that are worth tracking as we move into the fall.----- Transcript -----Welco...
26 Juli 20243min
Investors’ Questions After Election Shakeup
Markets are contending with greater uncertainty around the US presidential election following President Biden’s withdrawal. Our Global Head of Fixed Income and Thematic Research breaks down what we kn...
25 Juli 20242min
How Asian Markets View US Elections
Our Chief Asia Economist explains how the region’s economies and markets would be affected by higher tariffs, and other possible scenarios in the US elections.----- Transcript -----Welcome to Thoughts...
24 Juli 20244min
