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Michael Zezas: Legislation to Watch in 2023
Episode 769
As congress wraps up for 2022, and we look towards a divided government in 2023, there are a few possible legislative moves on the horizon that inves…
3 years, 8 months ago
Global Thematics: A Breakthrough in Nuclear Fusion
Episode 768
With the recent breakthrough in fusion energy technology, the debate around the feasibility of nuclear fusion as a commercialized energy source may l…
3 years, 8 months ago
Mike Wilson: Have Markets Fully Priced an Earnings Decline?
Episode 767
As focus begins to shift from inflation and interest rates to a possible oncoming earnings recession, what has the market already priced in? And what…
3 years, 8 months ago
Andrew Sheets: What Will the End of Rate Hikes Mean?
Episode 766
As cross-asset performance has continued to be weak, there is hope that the end of the Fed’s rate hiking cycle could give markets the boost they need…
3 years, 8 months ago
Sarah Wolfe: Are Consumers Going to Pull Back on Spending?
Episode 765
While the consumer has been a pillar of strength this year, continued high inflation, household debt and slowing payroll growth could pose challenges…
3 years, 8 months ago
Global Thematics: Earthshots Take on Climate Change
Episode 764
While “Moonshots” attempt to address climate concerns with disruptive technology, more immediate solutions are needed, so what are “Earthshots”? And …
3 years, 8 months ago
Ravi Shanker: A Bullish Outlook for Airlines
Episode 763
Over the past few years, the airline industry has faced fluctuations between too hot and too cold across demand, capacity and costs. Could conditions…
3 years, 8 months ago
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, 8 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, 8 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, 8 months ago