Meghan Robson

In a dynamic conversation, Joe Davis, Chief Economist at Vanguard, shares insights on AI's potential to boost growth and the Fed's balancing act between inflation and employment. Heidi Crebo-Rediker, from the Council on Foreign Relations, discusses the recent U.S.-China trade relations and long-term strategic issues like tech ambitions and rare earths. Adam Farstrup from Schroders highlights the importance of active stock selection amid market concentration, while Meghan Robson of BNP Paribas explains the current state of credit markets and the tactical opportunities in high yield.

Julian Emanuel, a market strategist at Evercore ISI, discusses his bullish S&P 500 target for 2025 amidst ongoing inflation concerns. Meghan Robson from BNP Paribas shares insights on credit markets post-election, highlighting Europe's potential as an outperformer. Bill Priest, chairman at TD Epoch, emphasizes the importance of free cash flow analysis in global investing, while addressing political risks and the challenges in U.S. corporate strategies. Together, they navigate the dynamic landscape of interest rates, investment strategies, and the global economic outlook.

Mike McKee, an economic and policy correspondent, dives into market caution as critical employment data looms. Meghan Robson from BNP Paribas reveals a bleak credit outlook, with sector-specific borrowing trends emerging. Sally Librera, of National Grid New York, discusses strategic upgrades to the energy grid to meet surging demand from data centers. Sri Natarajan highlights McKinsey's challenges amidst industry shifts and AI's impact on consulting roles, stressing their enduring market position despite hurdles.

Podcast discusses market updates, investments in high-yield market, comparison of high yield credit and media equity, changing dynamics of sports streaming, retail landscape, and various drinks.

Winnie Cisar, Global Head of Strategy at CreditSights, John McClain, Global Co-Head of High Yield at Goldman Sachs Asset Management, and Meghan Robson, Head of U.S. Credit Strategy at BNP Paribas delve into the high-yield market outlook. They discuss spread widening and consumer health, with Meghan highlighting K-shaped risks. John shares his sector preferences, favoring non-bank financials, while Winnie emphasizes media over leisure. The panel also explores the impact of private credit on public markets and shares can't-miss trades for 2026.