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Quantitative Strategies: A 2023 Return?
Episode 782
In 2022 it seemed like there was nowhere to hide from the negative returns in traditional investing. But if we look to quantitative strategies, we ma…
3 years, 4 months ago
Mike Wilson: Challenging the Consensus on 2023
Episode 781
As 2023 begins, most market participants agree the first half of the year could be challenging. But when we dig into the details, that's where the ag…
3 years, 5 months ago
Martijn Rats: The 2023 Global Oil Outlook
Episode 780
With an eventful year for the oil market behind us, what are the factors that might influence the supply, demand, and ultimately the pricing of oil a…
3 years, 5 months ago
Andrew Sheets: Lessons from Last Year
Episode 779
Discover what 2022, a historic year for markets, can teach investors as they navigate the new year.
----- Transcript -----
Welcome to Thoughts on the M…
3 years, 5 months ago
Chetan Ahya: Has Inflation in Asia Peaked?
Episode 778
With the fight against inflation quieting down in many regions, Asia saw a relatively small step up in inflation. Will that leave 2023 open to the po…
3 years, 5 months ago
Michael Zezas: Gridlock in the House of Representatives
Episode 777
The House of Representatives continues its struggle to appoint a new Republican Speaker. What should investors consider as this discord sets the legi…
3 years, 5 months ago
Terence Flynn: The Next Blockbuster for Pharma?
Episode 776
As new weight management medications are being developed, might the obesity market parallel the likes of hypertension or high blood pressure to becom…
3 years, 5 months ago
End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year
Episode 775
Original Release on November 15th, 2022: As we look ahead to 2023, we see a divergence away from the trends of 2022 in key areas across growth, infla…
3 years, 5 months ago
End-of-Year Encore: Global Thematics - What’s Behind India’s Growth Story?
Episode 774
Original Release on December 7th, 2022: As India enters a new era of growth, investors will want to know what’s driving this growth and how it may cr…
3 years, 5 months ago
End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?
Episode 773
Original Release on December 2nd, 2022: While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U…
3 years, 5 months ago