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Trends in the 2024 Credit Landscape
Episode 1057
Our credit experts from Research and Investment Management give their overview of private and public credit markets, comparing their strengths and we…
2 years, 4 months ago
Which Geopolitical Events Matter Most to Investors
Episode 1056
With multiple, ongoing geopolitical conflicts, our analyst says investors should separate signals from noise in how these events can impact markets.
I…
2 years, 4 months ago
What Japan Can Teach the World About Longevity
Episode 1055
Japan’s experience as one of the first countries to have an aging population offers a glimpse of what’s to come for other countries on the same path.…
2 years, 4 months ago
A Longer Wait for Rate Cuts?
Episode 1054
As positive economic data makes it less likely that the Fed will cut rates in March, our Chief US Equity Strategist explains what this could mean for…
2 years, 4 months ago
Is the Housing Market Back?
Episode 1053
Mortgage rates are down, sales volumes are rising and housing is gradually getting more affordable. Our analysts discuss why they think the U.S. hous…
2 years, 4 months ago
How Longevity Is Influencing Consumer Spending
Episode 1052
Our analyst explains what parts of the consumer staples sector could benefit from an aging global population.
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Welcome to Thought…
2 years, 4 months ago
Is M&A Ready to Bounce Back?
Episode 1051
2023 was a tough year for U.S. mergers and acquisitions. But our analysts think buyers and sellers are both positioned for a busy 2024.
Wally Cheng is…
2 years, 4 months ago
Markets Are Ready for More Bonds
Episode 1050
Who is going to buy nearly $11 trillion in new fixed-income assets in 2024? Find out where our Chief Cross-Asset strategist expects to see demand.
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2 years, 4 months ago
Opportunities in Corporate Credit for 2024
Episode 1049
With the rise of technology, media and telecom credit markets, our analyst explains how companies are looking to manage the rapidly changing landscap…
2 years, 4 months ago
Why It’s Time to Be Bullish on European Equities
Episode 1048
Listen as our strategist cites which present-day factors and historical precedents should have investors expecting a big year in European equities.
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2 years, 4 months ago