Podcast Episodes
Back to SearchU.S.-China tensions: managing geopolitical risk in investor portfolios (October 25, 2021)
U.S.-China tensions have been on the rise for years, with a recent escalation over Taiwan. Investors talk a lot about geopolitical risks like this, b…
4 years, 5 months ago
The Energy Transition and Inflation (October 18, 2021)
What does the broader climate transition mean for inflation and markets? Following a discussion on the recent energy crisis, this week Lauren and Rob…
4 years, 5 months ago
The Great Energy Crunch (October 11, 2021)
High energy demand and new energy policies are contributing to a global energy crunch, and increasing concerns about prices. Will yet more price incr…
4 years, 6 months ago
Investing Sustainably (October 4, 2021)
Investors have been flooded with information about environmental, social, and governance (ESG) investing, and there are an increasing number of ESG p…
4 years, 6 months ago
Demystifying China’s Property Market Woes (September 27, 2021)
Developments in China’s property market have prompted volatility in recent weeks. Lauren and Robert examine Evergrande’s impact to China’s and the wo…
4 years, 6 months ago
Four Scenarios for the Fourth Quarter (September 20, 2021)
Conversations with investors point to growing anxiety over the economic and market path ahead. The COVID-19 Delta variant is slowing the recovery, co…
4 years, 6 months ago
Government Debt on the Rise (September 13, 2021)
With infrastructure spending on Congress’ agenda, government spending may be heading higher. What would a higher deficit and government debt level me…
4 years, 7 months ago
Investing in infrastructure (September 6, 2021)
Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical …
4 years, 7 months ago
Building worries for the fall (August 30, 2021)
As summer comes to a close, investors are wary of growing risks for the fall. How can investors position their portfolios when higher volatility is e…
4 years, 7 months ago
The Infrastructure Bill’s Uncertain Future (August 23, 2021)
What’s in the Infrastructure Investment and Jobs Act, and what are its challenges on the horizon? How does it impact investments? Listen in as Lauren…
4 years, 7 months ago