By
Caroline Grady
April 01, 2020
In: Podcast Playlists |
Investment Strategy
April 01, 2020
Recent disruptions and illiquidity in the UST market reflects an initial rapid shift in fundamentals as long-term growth expectations fell. Discrepancies…
By
Caroline Grady
April 01, 2020
In: Podcast Playlists |
Investment Strategy
April 01, 2020
Pay out on the World Bank’s pandemic bonds may still be a few weeks away, or may never come at all, as various criteria on the number of poor…
By
Caroline Grady
March 13, 2020
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
Sustainability & Social Issues
March 13, 2020
Franklin Templeton’s Multi-Asset Solutions team discuss how to play the heightened market volatility from the coronavirus and the oil shock…
By
Caroline Grady
February 21, 2020
In: Podcast Playlists |
Investment Strategy
Sustainability & Social Issues
February 21, 2020
DB’s credit research analyst Craig Nicol shares insights on the $250bn green bond market. In the absence of an official definition Nicol describes…
By
Manan Shah
February 21, 2020
In: Podcast Playlists |
Credit
Investment Strategy
February 21, 2020
David Lebovitz, Global Market Strategist at JPM Asset Management, and Jonathan Seagull, Co-CIO at High Bridge Capital Management, discusses…
By
Caroline Grady
February 21, 2020
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
February 21, 2020
FT Lex writer Alan Livsey discusses his estimate of $900bn in “stranded assets” from the shift towards cleaner energy – defined as investment that…
By
Caroline Grady
February 14, 2020
In: Podcast Playlists |
Investment Strategy
Sustainability & Social Issues
February 14, 2020
Philipp Hildebrand, BlackRock’s Vice Chairman, and Rachel Lord, Head of Europe, Middle East and Africa discuss the company’s pivot towards…
By
Caroline Grady
February 14, 2020
In: Podcast Playlists |
Economics
Investment Strategy
February 14, 2020
UBS set out their positive investment case for China even with the coronavirus outbreak. They assume the containment efforts have worked, and…
By
Caroline Grady
February 14, 2020
In: Podcast Playlists |
Equities
Investment Strategy
US
February 14, 2020
Goldman Sachs are bullish view on US equities. This is based the very high probability of positive returns during an expansion, and that data…
By
Caroline Grady
February 07, 2020
In: Podcast Playlists |
EM
Equities
Growth & Labour Market
Investment Strategy
February 07, 2020
Principal Global Investors global strategist Seema Shah expects the main investment themes for 2020 to remain relevant despite the downside risks…
By
Caroline Grady
February 07, 2020
In: Podcast Playlists |
Investment Strategy
Sustainability & Social Issues
February 07, 2020
Experts from Goldman Sachs and the University of Chicago discuss how investors are approaching climate change. We are still very far away to meeting…
By
Caroline Grady
January 17, 2020
In: Podcast Playlists |
Investment Strategy
January 17, 2020
Drew Carter hosts four PMs (Michael Corty¸ George Metrou, Matthew Coffina and John Owens) to discuss views on evaluating and selecting stocks…
By
Bilal Hafeez
December 27, 2019
In: Podcast Playlists |
Investment Strategy
December 27, 2019
Juliette Declercq decodes the macro outlook and translates that view into actionable trading strategies:…
By
Bilal Hafeez
December 20, 2019
In: Podcast Playlists |
Investment Strategy
December 20, 2019
CEO of Gavekal Research, Louis-Vincent, discusses the S&P 500 Christmas Rally, tech companies’ index composition, the trade war, the return of inflation,…
By
Bilal Hafeez
December 20, 2019
In: Podcast Playlists |
Equities
Investment Strategy
December 20, 2019
Tony DeSpirito, Managing Director and Director of Investments at BlackRock discusses his outlook for stocks in 2020…
By
Bilal Hafeez
December 20, 2019
In: Podcast Playlists |
Investment Strategy
Sustainability & Social Issues
December 20, 2019
John Goldstein, head of Goldman Sachs’ Sustainable Finance Group, shares valuable insights and operational details…
By
Bilal Hafeez
December 20, 2019
In: Podcast Playlists |
Investment Strategy
December 20, 2019
In an interview for The Investor’s Podcast, bestselling author Gregory Zuckerman looks at the lifetime achievements of the founder of Renaissance Technologies, Jim Simons:…
By
Bilal Hafeez
December 13, 2019
In: Podcast Playlists |
Investment Strategy
December 13, 2019
Wall Street contributor Daisy Maxey reveals several behavioural biases found to be associated with investors’ fund selection process:…
By
Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
December 05, 2019
UBS energy experts analyse long term investment themes around energy transition and the opportunities it presents for investors…
By
Bilal Hafeez
November 28, 2019
In: Podcast Playlists |
Investment Strategy
November 28, 2019
Jason Draho, Head of Asset Allocation at UBS, and John Tousley, Head of Global Markets Strategy at Goldman Sachs…
By
Bilal Hafeez
October 29, 2019
In: Podcast Playlists |
Fiscal Policy & Inequality
Growth & Labour Market
Investment Strategy
October 29, 2019
(You can listen to the podcast by clicking here) Elga Bartsch, Head of Research at Blackrock Investment Institute, shares her views on…
By
Bilal Hafeez
October 22, 2019
In: Podcast Playlists |
Investment Strategy
October 22, 2019
(You can listen to the podcast by clicking here) Fran Kinniry Discusses Diversified Portfolios(Masters in Business, 75 mins) A wide-ranging interview of…
By
Bilal Hafeez
October 15, 2019
In: Podcast Playlists |
Investment Strategy
Sustainability & Social Issues
October 15, 2019
(You can listen to the podcast by clicking here) A panel of two of the co-authors of the UN SDG (Sutainable Development Goals)…
By
Bilal Hafeez
August 29, 2019
In: post |
China & Hong Kong
Investment Strategy
US
August 29, 2019
(You can read the article by clicking here) Nicholas Borst, Director of China Research at Seafarer, de-mystifies the actual positions that US…
By
Bilal Hafeez
August 13, 2019
In: Podcast Playlists |
Equities
Investment Strategy
August 13, 2019
(You can listen to the podcast by clicking here) An insightful interview with Ken Fisher who talks about fostering the $100bn megafund,…
By
Bilal Hafeez
August 07, 2019
In: Podcast Playlists |
Business & Technology
Investment Strategy
August 07, 2019
(You can listen to the podcast by clicking here) Hans Morris, the founder of Venture Capital fund Nyca Partners, discusses how the…
By
Bilal Hafeez
August 07, 2019
In: Podcast Playlists |
Equities
Investment Strategy
Rates
August 07, 2019
(You can listen to the podcast by clicking here) A simple 60/40 portfolio holding consisting of S&P500 equity and US government bonds…
By
Bilal Hafeez
August 01, 2019
In: post |
Investment Strategy
August 01, 2019
(You can read the article by clicking here) UBS Global Wealth management conducts a useful quarterly survey on US investor and entrepreneur…
