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Bank & fund research views Latest Activity

Public views from researchers and strategists at Morgan Stanley, J.P. Morgan, Goldman Sachs, Citi, HSBC, Barclays, UBS, Nomura, BlackRock, PIMCO and others: macro, rates, FX and market outlooks.

251 related activitiesLast 30 days 80 itemsFeatured among them 0 items

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Activity Archive · Page 10 页

12 JunFriIssue 181–200 items
  1. BlackRock: The Bid35

    BlackRock The Bid Episode 263: Asia's Infrastructure Moment — Investment Opportunities Behind the Energy Transition

    Episode 263 of BlackRock's podcast The Bid was recorded on-site at the Ecosperity event in Singapore, where host Oscar Pulido spoke with two guests from the energy infrastructure sector about infrastructure investment opportunities within Asia's energy transition. The discussion covered differences in infrastructure development between Asian and Western markets, the link between energy security and the energy transition, and capital flows into areas such as renewable energy, power grids, and energy storage, while also touching on key influencing factors including execution bottlenecks, approval processes, and offtake frameworks.

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  2. JPMorgan: Making Sense24

    Mid-Year Equity Market Update: Drivers of the Recent Rally and What's Next

    The mid-year equity market special of J.P. Morgan's "Making Sense" podcast brings together experts from multiple departments to break down the drivers of the recent stock market rally, including resilient growth, strong earnings, the scale of AI capital expenditure, and rising valuations. This episode was recorded on June 1 and June 9, 2026, and is intended for institutional and professional investors, and does not constitute a recommendation to buy or sell securities.

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  3. J.P. Morgan Asset Management: Insights Now25

    Alternative Realities: Absolute Return Strategies and Private Credit in a Bind?

    JPMorgan Asset Management's Alternative Realities podcast explores the portfolio allocation value of absolute return strategies amid rising inflation expectations and stock-bond correlation, as well as market opportunities and potential issues in the current credit cycle, including the private credit space. The podcast is available as a YouTube video, Apple Podcasts and Spotify audio episodes, with related alternative investment resources available in its Alternative Investment Guide and Alternative Investment Principles.

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11 JunThu
  1. Citi: Research @ Citi21

    Episode 81: Goal! The Impact of Football on Brands and Consumers

    Citi launches Episode 81 of its podcast, featuring Elise Badoy, Head of UK, Europe, Middle East and Africa Equity Research at Citi, alongside Monique Pollard, Head of European Retail, Internet and Brand Research, and Filippo Falorni, US Beverages and Home & Personal Care Industry Researcher, to discuss the impact of summer football events on various sectors of the global economy. The podcast focuses on the scale of consumer reach of the events, opportunities for brands and retailers, and potential beneficiary areas for online gaming, with a clear statement that the content does not constitute investment research or any investment advice.

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10 JunWed
  1. Goldman Sachs: Exchanges28

    Goldman Sachs: Private Markets Are at an Inflection Point

    Goldman Sachs' Pete Lyon and Michael Brandmeyer noted that private markets have stagnated since interest rates rose in 2022, but continued economic growth, improved liquidity, and AI-driven innovation are expected to drive a rebound. Despite extended holding periods in private equity and mixed performance in private credit funds, the pair remain cautiously optimistic, expecting distribution rates to gradually recover to 15%-20%, and transaction activity to exceed the 2021 peak within two to three years.

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  2. Citi: Research @ Citi24

    Markets: The Bull Case for US Equities

    Citi's Scott Chronert, Head of US Equity Strategy, discusses the outlook for US equities in the second half of 2026, noting near-term hurdles to navigate while long-term opportunities continue to emerge, with AI expansion driving growth for roughly half of the S&P 500 constituents. This podcast is thematic only and does not constitute investment research or investment advice.

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9 JunTue
  1. Nomura: The Week Ahead23

    Nomura The Week Ahead Special Edition: NIFA 2026 Dialogues

    Nomura's Investment Forum Asia (NIFA 2026) special edition features two dialogues, with Dr. Ng Eng Hen, former Minister for Defence of Singapore, and Sir Richard Moore, Senior Strategist at Sixth Street and former Chief of MI6, participating respectively. Topics cover geopolitics, US-China relations, Middle East conflicts, the impact of US policy shifts on Asia, and the possibility of a prolonged war in Iran.

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8 JunMon
  1. PIMCO：Accrued Interest36

    Commercial Real Estate Market Adjustment: Finding Value Across Debt and Equity

    Seray Incoglu, Global Head of Real Estate Credit at PIMCO, and Matt Tuten, Head of Commercial Mortgage-Backed Securities, join the podcast to assess the current state of commercial real estate. The discussion covers the resilience of multifamily and industrial properties, continued dislocation in office real estate, the impact of AI on office demand, and the relative value between public and private real estate markets.

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5 JunFri
  1. Nomura: The Week Ahead30

    Nomura Week Ahead: He Said, She Said

    Nomura has released its Week Ahead Outlook, which, against the backdrop of continued uncertainty in the Middle East and the approaching meetings of several major central banks, outlines the near-term key events and data outlook for major global economies. The report will examine the resilience of the U.S. economy and preview the upcoming CPI report, review recent European inflation data and explain the rationale behind the expected rate hike by the European Central Bank next week, preview Japan's Q1 GDP report and focus on the Bank of Japan's moves, while also commenting on key upcoming data releases from China and Japan, the meeting between Trump and Xi Jinping, and Indonesia's central bank meeting next week.

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  3. J.P. Morgan Asset Management: Insights Now25

    JPMorgan Asset Management explores how to interpret geopolitical risk

    JPMorgan Asset Management has released content interpreting geopolitical risk, with Gabriela Santos, Chief Market Strategist for the Americas, in conversation with Derek Chollet, head of JPMorgan Chase's Geopolitical Center. The two analyze market shifts driven by events related to Iran, Ukraine and China, and discuss how geopolitical forces are affecting current markets and future investment decisions. The video version is available on YouTube, with related podcast episodes available for subscription on Apple Podcasts and Spotify.

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  4. Citi: Research @ Citi21

    Citi Podcast Episode 80: How tech hubs in South Korea and Taiwan are driving the future of AI

    The Citi Research team explores in Episode 80 how AI contributes to the technology supply chains and stock markets of South Korea and Taiwan, while also analyzing the sustainability of this growth and the potential downside risks investors should watch. This podcast is for thematic purposes only and does not constitute investment research or any financial, economic, legal, tax, or accounting advice.

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3 JunWed
  1. Nomura: The Week Ahead25

    Nomura The Week Ahead: On-site Interpretation of Asia Rewired Report at NIFA 2026

    During Nomura's Investment Forum Asia (NIFA) held in Singapore, Nomura interpreted the newly released anchor report Asia Rewired. The report focuses on the economic impact and investment opportunities of geopolitical transformation, China shocks, and the AI revolution on Asia, pointing out that the AI revolution and reshaping of trade patterns are reconstructing Asia's economic landscape. The report believes that China, Malaysia, South Korea, Australia, and Singapore are expected to be major beneficiaries, while low-income economies face certain challenges.

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2 JunTue
  1. Goldman Sachs: Exchanges25

    Goldman Sachs: When Will the AI Investment Boom Pay Off?

    Jim Covello of Goldman Sachs Research notes in the "Goldman Sachs Exchanges" podcast that the economic benefits of artificial intelligence are more questionable now than they were two years ago, as corporate buyers, model companies, and hyperscale cloud providers have yet to prove that their investments will pay off. He also discusses the distribution of economic value realized to date and why semiconductor companies cannot continue to be the sole beneficiaries of AI buildout. This episode was recorded on May 26, 2026.

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30 MaySat
  1. J.P. Morgan Asset Management: Insights Now22

    Save Smarter for College

    J.P. Morgan Asset Management released an education savings themed podcast featuring Gabriela Santos, Chief Market Strategist for the Americas, and Tricia Scarlata, Head of Education Savings, sharing practical insights. With college costs rising far faster than inflation, 529 plans offer tax-deferred growth, tax-free withdrawals, and state-level benefits. This episode also clarifies common misconceptions, the impact of procrastination, and the realities of scholarships.

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26 MayTue
23 MaySat
  1. PIMCO：Accrued Interest31

    Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran, and the ‘Stagflation Debate’

    PIMCO launches the Accrued Interest podcast, featuring former Fed Vice Chair and PIMCO Global Economic Advisor Richard Clarida alongside PIMCO Head of Public Policy Libby Cantrill. They discuss the direction of the Federal Reserve under Kevin Warsh, the conflict in the Middle East, the political implications of inflation and tariffs, the impact of the 2026 midterm elections, and the possibility of stagflation. This podcast is for informational purposes only and does not constitute investment advice.

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22 MayFri
  1. BlackRock: The Bid25

    BlackRock The Bid Episode 261: Why Global Investors Are Looking to Asia as an Investment Destination

    Episode 261 of BlackRock's podcast The Bid features Oscar Pulido in conversation with Aarti Angara, Head of Global Product Solutions for Asia Pacific at BlackRock, exploring why Asia is attracting global investor attention and how investment opportunities in Asian equities and fixed income are evolving. This episode covers topics including AI-related manufacturing, domestic demand in emerging markets, shifts in Japanese corporate behavior, and the diversifying role of Asian bond markets. The content is for informational reference only and does not constitute investment advice.

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21 MayThu
  1. J.P. Morgan Asset Management: Insights Now37

    Alternative Realities: Inside JPMorgan's $1.5 Trillion Security and Resilience Initiative

    JPMorgan Chase has launched a 10-year, $1.5 trillion Security and Resilience Initiative, starting with $10 billion in direct equity investments to help key companies scale, drive innovation, and strengthen strategic manufacturing capabilities. The initiative focuses on critical areas for national security and explores the role of private enterprise in bringing innovations to life.

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20 MayWed
  1. Goldman Sachs: Exchanges26

    Can the Asian Stock Market Rally Continue?

    Tim Moe of Goldman Sachs Research analyzes the drivers of divergence in Asian stock market performance this year, noting that North Asian markets are leading, boosted by AI trading, and are less affected by Middle East energy supply shocks. He believes the semiconductor memory cycle will last 3 to 5 years, and explores the key factors determining whether North Asian markets' outperformance can continue.

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