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Global Tech: Generative AI and Asset Management
Episode 977
The asset management and wealth management sectors could see AI boost efficiency in the short term and drive alpha in the medium to long term.
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2 years, 10 months ago
Seth Carpenter: Are Higher Rates Permanent?
Episode 976
The recent rise in long term yields and economic tightening raises the question of how restrictive U.S. financial conditions have become.
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2 years, 10 months ago
Vishy Tirupattur: Treasury Yields Move Higher
Episode 975
On the heels of a midsummer spike, long-end treasury yields have picked up further momentum, which has created complex implications for the Fed, the …
2 years, 10 months ago
Chetan Ahya: What Would Trigger Rate Hikes in Asia?
Episode 974
Although inflation is largely under control in Asian economies, central banks could be pushed to respond if high U.S. yields meet rising oil prices.
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2 years, 10 months ago
Michael Zezas: Signals from the Speaker of the House Vacancy
Episode 973
With Congress still without a Speaker of the House, investors should keep an eye on the impact that another potential government shutdown would have …
2 years, 10 months ago
Keith Weiss: How Generative AI Could Affect Jobs
Episode 972
As companies integrate generative AI into enterprise software, a wide variety of jobs that depend on requesting or distributing data could be automat…
2 years, 10 months ago
Michelle Weaver: The Priorities of the U.S. Consumer
Episode 971
While U.S. consumer sentiment is on the decline, there are some categories that have remained stable as purse strings tighten.
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2 years, 11 months ago
U.S Equities: Credit Continues to Outperform
Episode 970
As bond yields continue to rise, credit has been more of a passenger than the driver of recent market volatility.
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Andrew Sheets: …
2 years, 11 months ago
Todd Castagno: Rising Growth in Convertibles Bonds
Episode 969
Here’s why convertible bonds, an often overlooked asset class, are becoming more attractive as an alternative to common stock.
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2 years, 11 months ago
Vishy Tirupattur: Corporate Credit Divided by Quality
Episode 968
Fundamentals for investment-grade credit remain resilient and steady, while below-grade credit continues to deteriorate.
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Welcom…
2 years, 11 months ago