Podcast Episodes

To infinity and beyond: the economics of space

Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Officer, Germany discuss the space economy.

 

This podcast explores…

1 day, 4 hours ago

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Perspectives économiques du FMI : la résilience au premier plan

Dans ce podcast, Jeremy Fasquelle et Guy Ertz reviennent sur les dernières perspectives économiques mondiales du FMI et analysent les principales for…

1 week, 5 days ago

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IMF Global Outlook: Resilience in Focus

IMF Global Outlook: Resilience in Focus

In this podcast, Jeremy Fasquelle and Guy Ertz discuss the latest IMF Global Economic Outlook and look at the …

1 week, 5 days ago

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Investment Strategy October 2026: Entering the Bond Buy Zone

Edmund Shing, Global Chief Investment Officer discuss our investment strategy for October 2026

1) Bond yields have surged 2) A normalisation, but not …

2 weeks, 1 day ago

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Why UK Stocks are Defying the Odds?

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the UK stocks.

Hosted on Ausha. …

3 weeks, 4 days ago

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Reaping the benefits of the Agribusiness

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the agribusiness, look at why i…

3 weeks, 4 days ago

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Outlook update on policy rates and bond yields

In this podcast, Edmund Shing and Guy Ertz discuss the recent surge in central bank rate expectations and long-term bond yields, and assess the impli…

3 weeks, 5 days ago

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Our Investment Strategy for September 2026

Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for September 2026.

Hosted on Ausha. See au…

1 month, 2 weeks ago

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Le retour des préoccupations budgétaires et politiques en France

Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés analyse la situation française, son paysage politique, l'augmentation de la dette publi…

1 month, 2 weeks ago

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French budget and political concerns return

French bond yields are rising due to escalating concerns over France’s economic growth and its debt sustainability. 

In this podcast, Edmund Shing, Gl…

1 month, 3 weeks ago

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