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Eyeing a Market of Many
Episode 1067
The valuations of stocks and corporate bonds, which have been driven largely by macroeconomic factors since 2020, are finally starting to reflect com…
2 years, 3 months ago
Behind the Rapid Growth of the Private Credit Market
Episode 1066
As traditional financial institutions tightened their lending standards last year, private credit stepped in to fill some of the gaps. But with rates…
2 years, 3 months ago
An Atlantic-Sized Divide in Monetary Policy
Episode 1065
Central banks in the U.S. and Europe are looking to cut rates this year, but the path to those cuts differs greatly. Our Global Chief Economist expla…
2 years, 3 months ago
Accelerating the Shift from AI Enablers to AI Adopters
Episode 1064
Our Head of Thematic Research in Europe previews the possible next phase of the AI revolution, and what investors should be monitoring as the technol…
2 years, 3 months ago
Commercial Real Estate's Uncertain Future
Episode 1063
Our Fixed Income Strategist outlines commercial real estate’s post-pandemic challenges, which could make regional bank lenders vulnerable.
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2 years, 3 months ago
What the U.S. Election Could Mean for NATO
Episode 1061
Michael Zezas, Global Head of Fixed Income and Thematic Research, gives his take on how the U.S. election may influence European policy on national s…
2 years, 3 months ago
The Rising Risk of Global Trade Tensions for Asia
Episode 1062
Key developments in China and the U.S. will impact global trade and the growth outlook for Asia in 2024.
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Welcome to Thoughts on …
2 years, 3 months ago
Ripple Effects of the Red Sea Disruptions
Episode 1060
Our expert panel discusses how the Red Sea situation is affecting the global economy and equity markets, as well as key sectors and the shipping indu…
2 years, 3 months ago
Three Reasons the U.S Consumer Outlook Remains Strong
Episode 1059
Despite a likely softening of the labor market, U.S. consumer spending should remain healthy for 2024.
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Welcome to Thoughts on th…
2 years, 3 months ago
Rooting for a Positive Rate of Change
Episode 1058
Investors in credit markets pay close attention to the latest economic data. Our head of Corporate Credit Research explains why they should be less f…
2 years, 4 months ago