Podcast Episodes
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Global Thematics: What’s Behind India’s Growth Story?
Episode 759
As India enters a new era of growth, investors will want to know what’s driving this growth and how it may create once-in-a-generation opportunities.…
3 years, 8 months ago
Matt Hornbach: Key Currency Trends for 2023
Episode 758
As bond markets appear to have already priced in what central banks will likely do in 2023, how will this path impact inflation and currencies around…
3 years, 8 months ago
Mike Wilson: Why Did Treasury Bonds Rally?
Episode 757
The tactical rally in stocks has continued and treasury bonds have experienced their own rally, leaving investors to wonder when this bear market mig…
3 years, 8 months ago
Ellen Zentner: Is the U.S. Headed for a Soft Landing?
Episode 756
While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 202…
3 years, 8 months ago
Jonathan Garner: A Bullish Turn on Asia and Emerging Markets
Episode 755
As Asia and Emerging Markets move from a year of major adjustment in 2022 towards a less daunting 2023, investors may want to change their approach f…
3 years, 8 months ago
Michael Zezas: What Will China’s Reopening Mean for the U.S.?
Episode 754
As China tries to smooth out its COVID caseload, investors should take note of the impacts those COVID policies have on global economies and key mark…
3 years, 8 months ago
Stephen Byrd: A New Approach to ESG
Episode 753
Traditional ESG investing strategies highlight companies with top scores across ESG metrics, but new research shows value in focusing instead on thos…
3 years, 8 months ago
2023 European Outlook: Recession & Beyond
Episode 752
As we head into a new year, Europe faces multiple challenges across inflation, energy and financial conditions, meaning investors will want to keep a…
3 years, 9 months ago
Michelle Weaver: A Very Different Holiday Shopping Season
Episode 751
As we enter the holiday shopping season, the challenges facing consumers and retailers look quite different from 2021, so how will inflation and high…
3 years, 9 months ago
Michael Zezas: Mixed News from the U.S./China Meeting
Episode 750
While the recent meeting between U.S. President Biden and China’s President Xi has signaled near term stability for the relationship between the two …
3 years, 9 months ago