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Data Assets & Alpha Group: Asset Allocation amid Climate Risks, with Fidelity Intl Macroeconomist
Episode 166
In this episode we hear from Anna Stupnytska, Global Macro Economist at Fidelity International. Anna discusses the impact of Climate Change on growt…
2 years, 4 months ago
A bullish outlook for gold in 2024?
Episode 165
After hitting record highs in 2023, will gold prices enjoy another glittering year? And will silver prices follow suit? Join Natasha Kaneva, Head of …
2 years, 4 months ago
“Opening with a Bang”: An update on the European Leveraged Finance Markets
Episode 164
Join this roundtable discussion with Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, Ben Thompson, Head of EMEA Leveraged Finance Capit…
2 years, 4 months ago
The Global Economy in 2024: Trends and Surprises with Michael Cembalest
Episode 163
Join host David Rawlings and Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset and Wealth Management, as they discus…
2 years, 4 months ago
Insights from J.P. Morgan’s 42nd Healthcare Conference
Episode 162
As the 42nd J.P. Morgan Healthcare Conference wraps up, host David Rawlings and Mike Gaito, Global Head of Healthcare Investment Banking, explore the…
2 years, 4 months ago
2024 Global Inflation Outlook
Episode 161
Inflation slowed across the globe in 2023, raising hopes of a soft landing. Looking ahead, will it decline further or will it prove to be sticky abov…
2 years, 4 months ago
Data Assets & Alpha Group: 2023 Surprises and a Look Ahead
Episode 160
In this episode, the group discuss the key surprises that emerged through 2023, how they played out from a positioning perspective and key catalysts …
2 years, 4 months ago
A Guide to Navigating 2024 for Corporate Decision Makers
Episode 159
In this podcast, Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, regroups with his teammate Evan Junek to introduce thei…
2 years, 4 months ago
Data Assets & Alpha Group: US Macro & Positioning Views - January 2024
Episode 158
In this episode, Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) discuss the tactical view …
2 years, 4 months ago
December jobs report beats estimates
Episode 157
The pace of hiring in the U.S. continues apace, with the economy adding 216,000 jobs in December — significantly more than expected. At the same time…
2 years, 5 months ago