Thoughts on the Market

Companies that offer generative AI solutions saw their valuations rise in 2023. This year, investors should look at the companies adopting these solutions.----- Transcript -----Welcome to Thoughts on ...

9 Jan 20243min

Investors worry that anti-obesity drugs could dent demand for medical procedures and devices. Here’s what they could be missing.----- Transcript -----Welcome to Thoughts on the Market. I'm Patrick Woo...

8 Jan 20243min

Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient?----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate C...

5 Jan 20243min

Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Daniel...

4 Jan 20243min

Tune in as our analysts take a look back at the major themes from 2023 and a look ahead to what investors should be eyeing in 2024.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. ...

3 Jan 20245min

The auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities this year.----- Transcript -----Welcome to Thoughts ...

2 Jan 20244min

Original Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, ho...

29 Dec 202311min

Original Release on November 13th, 2023: As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategist Vishy Ti...

28 Dec 20239min