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Andrew Sheets: Overseas, Currency Matters
Episode 722
When investing in overseas markets, 'hedging' one's investment not only offers potential protection from the fluctuations of the local currency but p…
3 years, 7 months ago
ESG: A New Framework for Utilities
Episode 721
Increasing ESG pervasiveness has led to increasing confusion, in particular around how investors might apply these criteria to the utility sector. He…
3 years, 7 months ago
U.S. Economy: Is Inventory Outpacing Sales?
Episode 720
As consumption of goods slows post COVID, companies are experiencing a build up in inventory that could have far reaching implications. Head of Globa…
3 years, 7 months ago
Seth Carpenter: The Political Economy
Episode 719
All over the world elections are taking place that will have profound effects on both local and global economies, so where are policy moves being mad…
3 years, 7 months ago
Mike Wilson: Earnings Begin to Guide Lower
Episode 718
Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evi…
3 years, 7 months ago
Chetan Ahya: When Will China’s Economy Reopen?
Episode 717
While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when mig…
3 years, 8 months ago
U.S. Housing: Are Home Prices Decelerating?
Episode 716
As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads …
3 years, 8 months ago
Michael Zezas: Shifting Global Supply Chains
Episode 715
As globalization slows and companies begin to nearshore their supply chains, investors may be wondering what the costs and benefits are of bringing m…
3 years, 8 months ago
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
Episode 714
With investors becoming pervasively bearish on stocks and bonds in the face of a worsening growth outlook, can the U.S. investment grade credit marke…
3 years, 8 months ago
Mike Wilson: The Problem with the U.S. Dollar
Episode 713
With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, lea…
3 years, 8 months ago