Podcast Episodes
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The Surprising Link Between Auto Insurance and Inflation
Episode 1170
Our experts discuss how high prices for auto insurance have been driving inflation, and the implications for consumers and the Fed now that price inc…
1 year, 10 months ago
Navigating Market Reactions to the News Cycle
Episode 1169
Financial markets can be sensitive to news cycles, but our Global Head of Fixed Income and Thematic Research offers a word of caution about reacting …
1 year, 10 months ago
Beyond the 60/40 Portfolio?
Episode 1168
Our Chief Global Cross-Asset Strategist explains why she sees a future for the 60/40 portfolio strategy, which worked well for over half a century an…
1 year, 10 months ago
Retail’s Comeback Plan
Episode 1167
Our Retail analyst and U.S. Internet analyst connect the dots on how technology is helping the retail industry to cash in on the future.
----- Transcr…
1 year, 10 months ago
Why We Believe the Fed Will – and Should – Cut Rates Soon
Episode 1166
Our Head of Corporate Credit Research explains why he expects the US Federal Reserve to make three rate cuts before the end of the year, starting in …
1 year, 10 months ago
Business Travelers Pack Their Bags
Episode 1165
Our Freight Transportation & Airlines Analyst discusses the key takeaways from his mid-year corporate travel survey, which includes a number of posit…
1 year, 11 months ago
Less Impact Than You Might Think
Episode 1164
U.S., French and Indian elections may have a minimal effect on equity markets, particularly in the short term, according to our Global Head of Fixed …
1 year, 11 months ago
U.S. Housing: What Will Slow Home Price Growth?
Episode 1163
Record-high prices remain a key concern for buyers in the U.S. housing market. Our Co-Heads of Securitized Product Research dig into the data, explai…
1 year, 11 months ago
2024 US Elections: The Impact of Inflation
Episode 1162
Inflation continues to be a key issue for voters in elections around the world. Our CIO and Chief US Equity strategist explains its potential influen…
1 year, 11 months ago
Special Encore: A Sobering View on the Spirits Sector
Episode 1161
Markets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Rese…
1 year, 11 months ago