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In the Know

In the Know

Written by: Bernstein Research
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 In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

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Bernstein Research Economics Personal Finance Politics & Government
Episodes
  • Courtney Breen: Tariffs, Pricing and Policy Threats

    Courtney Breen: Tariffs, Pricing and Policy Threats
    Jan 6 2026
    US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation.

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    32 mins
  • Nadine Sarwat: Scrolling Alone or Drinking Together?

    Nadine Sarwat: Scrolling Alone or Drinking Together?
    Dec 16 2025
    As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet thought-provoking festive episode. They explore current trends in socialisation, economic pressures, alcohol consumption and mental health in America... and how they all might be related. At a time of year when many of us will socialise in abundance with family and friends but in an era when our phones are permanently glued to our hands, Nadine attempts to answer the question: in an increasingly lonely and polarized world, why is no one talking about the social benefits of alcohol?

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    34 mins
  • Chad Dillard: The Rebound of Non-Residential Construction

    Chad Dillard: The Rebound of Non-Residential Construction
    Nov 26 2025
    US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power.

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    25 mins
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