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Will Global Oil Markets Surprise In 2024?
Episode 1037
World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand…
2 years, 5 months ago
Are These Gen AI’s Next Big Winners?
Episode 1036
Companies that offer generative AI solutions saw their valuations rise in 2023. This year, investors should look at the companies adopting these solu…
2 years, 5 months ago
Will Anti-Obesity Drugs Disrupt the MedTech Industry?
Episode 1035
Investors worry that anti-obesity drugs could dent demand for medical procedures and devices. Here’s what they could be missing.
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2 years, 5 months ago
Andrew Sheets: Why 2024 Is Off to a Rocky Start
Episode 1034
Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient?
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Welcome to Thoughts on…
2 years, 5 months ago
Can Japanese Equities Rally in 2024?
Episode 1033
Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth.
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2 years, 5 months ago
New Year, New Investment Themes?
Episode 1032
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.
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2 years, 5 months ago
2024 U.S. Autos Outlook: Should Investors Be Concerned?
Episode 1031
The auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities t…
2 years, 5 months ago
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
Episode 1030
Original Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview…
2 years, 5 months ago
End-of-Year Encore: Macro Economy: The 2024 Outlook
Episode 1029
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 an…
2 years, 5 months ago
End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China
Episode 1028
Original Release on December 7th, 2023: Will India equities continue to outperform China equities in 2024? The two key factors investors should track…
2 years, 5 months ago