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
John Butler
February 06, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
Rates
February 06, 2020
Gold has the unique and valuable characteristic of being a de facto form of ‘insurance’ for a portfolio of financial assets, and the national fiat currencies…
By
Stefan Posea
January 22, 2020
In: Deep Dives |
Equities
Investment Strategy
January 22, 2020
Safe assets have been all the rage since the financial crisis. They’re in high demand as collateral in repo transactions, for use to meet…
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
Peter Attard Montalto
January 16, 2020
In: Hive Exclusives |
Emerging Markets
Investment Strategy
Sustainability & Social Issues
January 16, 2020
Climate change worries are increasingly impacting investment mandates. By the end of this year (despite pushback from passive investors), 25% of…
By
Thorsten Wegener
January 16, 2020
In: Hive Exclusives |
Business & Technology
Investment Strategy
January 16, 2020
I am going to invest in Tesla now. Definitely. Pretty sure. Well, I guess I should. Maybe I wait a little longer to see where this is going….
By
Abdul Akram
January 15, 2020
In: Deep Dives |
Business & Technology
Investment Strategy
January 15, 2020
How does one avoid investing in a company like WeWork? Its original IPO valuation was $47bn but it ended up being valued closer to $14bn…
By
Presiyana Karastoyanova
January 09, 2020
In: Deep Dives |
Investment Strategy
Sustainability & Social Issues
January 09, 2020
Dissecting a company’s quarterly earnings report, digging into business models, and looking for signs of mispricing: for most value investors…
By
Bilal Hafeez
January 09, 2020
In: Deep Dives |
Data, Models & Market Infrastructure
Geopolitics
Investment Strategy
January 09, 2020
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
Mehdi Farooq
December 18, 2019
In: Deep Dives |
Equities
Investment Strategy
December 18, 2019
Equity factor investors choose stocks based on certain attributes that generate consistently higher returns. Common ones include…
By
Thorsten Wegener
December 18, 2019
In: Deep Dives |
Equities
Investment Strategy
December 18, 2019
There is a new buzzword in town: ‘Gamma Flip’. It is used to explain (due to a lack of any sane explanation for current market behaviour) why the S&P seems stuck…
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
November 25, 2019
In: Hive Exclusives |
China & Hong Kong
Economics
Equities
Growth & Labour Market
Investment Strategy
November 25, 2019
This week will see Americans celebrate Thanksgiving. A holiday which brings families together, celebrates harmony and recognises the bounty of harvest…
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 16, 2019
In: Hive Exclusives |
Investment Strategy
October 16, 2019
One of the biggest fears for investors is jumping onto crowded trades. With everyone positioned for the move, it makes it even harder for news…
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)…
