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2023 Emerging Markets Outlook: Brighter Days Ahead
Episode 762
Looking to 2023, Emerging Markets and fixed income assets are forecasted to outperform, so what should investors pay close attention to in the new ye…
3 years, 5 months ago
Andrew Sheets: A More Promising Start to 2023
Episode 761
2022 was an unusual year for stocks and bonds, and while the future is hard to predict, the start of 2023 is shaping up to look quite different acros…
3 years, 6 months ago
2023 Chinese Economic Outlook: The Path Towards Reopening
Episode 760
As investors have kept China’s road to reopening top of mind, what comes after reopening and how might the Chinese economy and equity markets be impa…
3 years, 6 months ago
Global Thematics: What’s Behind India’s Growth Story?
Episode 759
As India enters a new era of growth, investors will want to know what’s driving this growth and how it may create once-in-a-generation opportunities.…
3 years, 6 months ago
Matt Hornbach: Key Currency Trends for 2023
Episode 758
As bond markets appear to have already priced in what central banks will likely do in 2023, how will this path impact inflation and currencies around…
3 years, 6 months ago
Mike Wilson: Why Did Treasury Bonds Rally?
Episode 757
The tactical rally in stocks has continued and treasury bonds have experienced their own rally, leaving investors to wonder when this bear market mig…
3 years, 6 months ago
Ellen Zentner: Is the U.S. Headed for a Soft Landing?
Episode 756
While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 202…
3 years, 6 months ago
Jonathan Garner: A Bullish Turn on Asia and Emerging Markets
Episode 755
As Asia and Emerging Markets move from a year of major adjustment in 2022 towards a less daunting 2023, investors may want to change their approach f…
3 years, 6 months ago
Michael Zezas: What Will China’s Reopening Mean for the U.S.?
Episode 754
As China tries to smooth out its COVID caseload, investors should take note of the impacts those COVID policies have on global economies and key mark…
3 years, 6 months ago
Stephen Byrd: A New Approach to ESG
Episode 753
Traditional ESG investing strategies highlight companies with top scores across ESG metrics, but new research shows value in focusing instead on thos…
3 years, 6 months ago