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Michael Zezas: Policy Pressure from the U.S. to China
Episode 729
The Biden administration recently imposed new trade restrictions on exports to China, but what sectors will be impacted and will we continue to see m…
3 years, 10 months ago
Mike Wilson: What is Causing the Market Rally?
Episode 728
As equities enjoy their best week since the summer highs in June, investors seem at the mercy of powerful market trends, so when might these trends t…
3 years, 10 months ago
Andrew Sheets: The U.K.’s Struggle to Bring Down Inflation
Episode 727
The U.K.’s economy continues to face a host of challenges, including high inflation and a weak currency, and while these problems are not insurmounta…
3 years, 10 months ago
Graham Secker: Do European Earnings Have Further to Fall?
Episode 726
While European earnings have been remarkably resilient this year, and consensus estimates for earnings and corporate margins remain high, there may b…
3 years, 10 months ago
ESG: How will Evolving Regulations Affect Investment?
Episode 725
As the EU puts new regulations on sustainability funds, how will categorization of these funds be impacted, and how might that change investment stra…
3 years, 10 months ago
Matthew Hornbach: Why U.S. Public Debt Matters
Episode 724
As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential fact…
3 years, 10 months ago
Mike Wilson: Will Bond Markets Follow the Fed?
Episode 723
Last week's September inflation data brought a subsequent rally in stocks, but can this rally hold while the bond market continues to follow the Fed?…
3 years, 10 months ago
Andrew Sheets: Overseas, Currency Matters
Episode 722
When investing in overseas markets, 'hedging' one's investment not only offers potential protection from the fluctuations of the local currency but p…
3 years, 10 months ago
ESG: A New Framework for Utilities
Episode 721
Increasing ESG pervasiveness has led to increasing confusion, in particular around how investors might apply these criteria to the utility sector. He…
3 years, 10 months ago
U.S. Economy: Is Inventory Outpacing Sales?
Episode 720
As consumption of goods slows post COVID, companies are experiencing a build up in inventory that could have far reaching implications. Head of Globa…
3 years, 10 months ago