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Mapping the markets: Macro Update
Manage episode 488093548 series 2899874
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Join Senior Vice President of Investment Research Andrew Korz and Investment Research Associate Alan Flanigan as they explore what the latest developments in tax reform, trade policy and fiscal policy mean for the U.S. fiscal outlook and economy. They dive into the latest edition of Mapping the markets and provide clarity on what it means for investors.
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Private credit: Steady performance through market cycles
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Chapters
1. Introduction (00:00:00)
2. The latest on tariffs (00:04:21)
3. The dual effect on tariffs (00:09:15)
4. Will tariffs stimulate U.S. investment? (00:12:14)
5. Ad-Break (00:15:03)
6. The Big Beautiful Bill has been passed (00:16:22)
7. Wall Street expects uncertainty (00:22:42)
8. Impacts on public equities (00:25:45)
9. Impacts on credit (00:30:30)
10. Impacts on middle market private equity (00:32:15)
11. Ad-Break 2 (00:35:03)
12. "Questions from the desk" (00:35:20)
13. Conclusion (00:42:15)
120 episodes
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