Skip to main content
AI × Quant × TradingFoundations US$99 · Signals US$1,299 · AI Live US$5,980 · partner institution employees firstView →
中 / ENExplore programs
Quant Radar

Source categories

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

Updated

Activity Archive · Page 12 页

3 AprFriIssue 221–240 items
  1. J.P. Morgan Asset Management: Insights Now23

    Are Millennials and Gen Z Priced Out?

    This episode of Insights Now from J.P. Morgan Asset Management explores the financial challenges facing Millennials and Gen Z. Global Market Strategists Jack Manley and Jordan Jackson, along with Market Insights Research Analyst Katie Korngiebel, share their perspectives on the challenges and opportunities facing young people in the U.S. today within the current economic environment. The video version of the episode is available on YouTube, and the podcast can be subscribed to on Apple Podcasts and Spotify.

    Read original
2 AprThu
1 AprWed
  1. PIMCO：Accrued Interest31

    PIMCO Podcast: How to Unlock Tax Alpha in 2026

    PIMCO launched a podcast with Devin Ekberg and Greg Hall breaking down the tax changes from the One Big Beautiful Bill Act, outlining common pitfalls to avoid under the new rules. The episode also covers the phase-out of SALT deductions, the basics of Trump Accounts, tax planning debates around active vs. passive investing, and stackable tax benefits for municipal bonds and real estate investments.

    Read original
27 MarFri
  2. BlackRock: The Bid34

    BlackRock The Bid Episode 255: The Rise of Private Markets — Access, Liquidity, and Portfolio Diversification

    Episode 255 of BlackRock's podcast The Bid was recorded on-site at the Future Proof Citywide conference in Miami, where host Oscar Pulido spoke with Jon Diorio, Head of Product and Alternative Investments for BlackRock's U.S. Wealth business. They discussed why private markets have drawn increasing attention in recent years, how access channels for individual investors are expanding, and what is driving financial advisors to increase allocations in this area.

    Read original
20 MarFri
  1. HSBC Global Research: The Macro Brief14

    HSBC Global Research: Testing Emerging Market Resilience

    In the March 20, 2026 podcast, HSBC Global Research analysts Murat Ulgen and Ali Cakiroglu discussed whether geopolitical developments have weakened investor sentiment towards emerging market assets. This content is part of HSBC Global Research's macro briefing series. Search for #HSBCResearch on LinkedIn for more related content.

    Read original
  2. BlackRock: The Bid30

    Alternative Investments: Finding Diversification in Volatile AI-Driven Markets

    Episode 254 of BlackRock's podcast The Bid focuses on the diversification value of alternative investments in volatile, AI-driven markets. Hosted by Oscar Pulido, the episode features BlackRock investors and strategists discussing the allocation logic of alternative assets including private equity, private credit, infrastructure, hedge fund strategies, gold, and digital assets. The episode notes that the traditional 60/40 stock-bond portfolio framework is under pressure, and alternative investments are moving from niche allocations to core portfolio discussions.

    Read original
18 MarWed
  1. J.P. Morgan Asset Management: Insights Now26

    Alternative Realities: What’s Next for Oil Prices?

    Aaron Mulvihill, Global Alternatives Strategist at J.P. Morgan Asset Management, and Aga Zmigrodzka, Equity Research Analyst covering Energy and Infrastructure, discuss what’s next for oil prices. Energy markets remain on edge amid geopolitical risks and shifting demand. While short-term risk premiums are already priced in, the long-term baseline remains relatively stable—though ongoing disruptions in the Strait of Hormuz could change the picture week by week.

    Read original
  2. PIMCO：Accrued Interest32

    Private Credit Beyond Direct Lending: Where Value Remains — A Conversation with PIMCO Multi-Asset Credit Strategist Lotfi Karoui

    PIMCO Multi-Asset Credit Strategist Lotfi Karoui joins the Accrued Interest podcast for the first time to discuss the cyclical characteristics and investment value of the private credit market. The conversation covers the rise of direct lending after the Global Financial Crisis, its explosive growth post-pandemic, and allocation opportunities in other private credit segments such as asset-backed finance and real estate.

    Read original
13 MarFri
  1. BlackRock: The Bid36

    Emerging Markets: How Investors Are Navigating a Changing Global Paradigm

    Episode 253 of BlackRock's The Bid features guests from the Global Emerging Markets Equity Team discussing why emerging markets are regaining global investor attention in 2026. Drawing on feedback from US and European investors and a bottom-up market perspective, the guests analyze the differentiated allocation value of emerging markets in portfolios, while noting that emerging markets remain characterized by high volatility, strong cyclicality, and significant heterogeneity.

    Read original
  2. J.P. Morgan Asset Management: Insights Now27

    AI Investing Across Markets: Part 1

    In Part 1 of J.P. Morgan Asset Management’s AI and Investing series, we explore how AI is reshaping opportunities and risks beyond public markets. Aaron Mulvihill, Global Alternatives Strategist, and Stephanie Aliaga, Global Market Strategist, discuss industries most vulnerable to disruption, why private markets are becoming the home for leading AI companies, and key trends to watch in the AI space.

    Read original
11 MarWed
  1. PIMCO：Accrued Interest34

    From the Middle East to Credit Markets: Christian Stracke on Today's Market Uncertainty

    PIMCO President and Head of Asia Pacific, Europe, the Middle East, and Africa Christian Stracke joins the Accrued Interest podcast to discuss today's market uncertainty. He and host Greg Hall analyze the impact of geopolitical shocks in the Middle East on oil prices, inflation, and global markets, noting a confidence crisis in parts of private credit.

    Read original
7 MarSat
6 MarFri
  1. BlackRock: The Bid38

    BlackRock The Bid Episode 252: GLP-1s, AI, and Future Spending in a K-Shaped Consumer Economy

    On BlackRock's The Bid Episode 252, host Oscar Pulido speaks with Lisa Yang, Co-Head of Consumer within BlackRock's Fundamental Equities team, to assess the state of the U.S. consumer in 2026. The conversation highlights that U.S. consumption remains broadly resilient but is K-shaped, with the highest-income groups showing the strongest spending resilience. They also discuss the impact of GLP-1 weight-loss drugs on categories such as food and apparel, as well as the transformative effect of AI-driven agentic commerce on retail media and brand discovery.

    Read original
5 MarThu
  1. HSBC Global Research: The Macro Brief16

    HSBC Global Research: Analyzing the Impact of Middle East Tensions on Energy and Shipping

    HSBC Global Research analysts Kim Fustier and Parash Jain analyze the impact of Middle East conflict on oil and gas prices, transportation, and logistics in this podcast episode. This content is part of HSBC Global Research's Macro Brief series. Related research can be found by searching #HSBCResearch on LinkedIn.

    Read original
3 MarTue
  1. English translation is being prepared.32

    Controversial Topics in the Energy Transition for 2026

    J.P. Morgan's Eye on the Market series outlines several core controversial topics in the energy transition for 2026, covering data center impacts on electricity prices, the cost of solar-plus-storage as baseload power, the true cost of small modular reactors, Germany's nuclear phase-out decision, and China's dominance in renewable energy supply chains. Related topics also include the profitability of the electric vehicle industry, carbon capture, and renewable fuel progress.

    Read original
27 FebFri
  1. BlackRock: The Bid26

    BlackRock The Bid Episode 251: Infrastructure Buildout and the Skilled Trades We're Missing

    On BlackRock's The Bid Episode 251, the discussion explores why the skilled trades are central to the next phase of infrastructure investment. With an estimated $85 trillion needed in global infrastructure over the next 15 years, demand for skilled workers such as electricians, HVAC technicians, grid specialists, and plumbers is accelerating, and the current labor market for these roles is out of balance. The episode also examines the value of apprenticeship career paths and how nonprofits, employers, unions, schools, and policymakers can collaborate to expand training capacity.

    Read original
25 FebWed
  1. PIMCO：Accrued Interest32

    PIMCO Podcast: Expecting the Unexpected with Pramol Dhawan

    In this PIMCO podcast, Pramol Dhawan joins host Greg Hall to discuss the shifting market landscape for 2026. Based on a PIMCO Perspectives article co-authored by Pramol Dhawan and Marc Seidner, the conversation explores volatility opportunities in global fixed income, the rebalancing of stocks and bonds, and the value of emerging market investments. This podcast is for informational purposes only and does not constitute investment advice.

    Read original
20 FebFri
  1. BlackRock: The Bid37

    BlackRock The Bid Podcast: Why the AI Boom Has Become an Energy Story

    The latest episode of BlackRock's The Bid podcast, hosted by Oscar Pulido, features Will Su from BlackRock's Fundamental Equity Team discussing the growing electricity demand driven by large-scale AI deployment and its impact on utilities, natural gas, renewable energy, and nuclear power. The episode notes that AI computing expansion is driving a structural shift in US electricity demand, with related infrastructure investment constituting one of the largest capital investment cycles in modern history.

    Read original