97 Episoder

  1. “The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group

    Publisert: 26.1.2025

  2. “Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research

    Publisert: 18.12.2024

  3. “Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ

    Publisert: 12.12.2024

  4. “The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners

    Publisert: 23.11.2024

  5. “Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts

    Publisert: 15.11.2024

  6. "Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting

    Publisert: 15.11.2024

  7. China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens

    Publisert: 13.11.2024

  8. The Budget - In Reeves we Trust? Helen Thomas, Blonde Money

    Publisert: 29.10.2024

  9. Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF

    Publisert: 24.10.2024

  10. “Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight

    Publisert: 20.10.2024

  11. "Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics

    Publisert: 13.9.2024

  12. “The Return of 1980s Currency Volatility”, Andrew Hunt, Andrew Hunt Economics

    Publisert: 8.9.2024

  13. "How Demographic Trends Will Impact Investment Performance", Shamil Ismail, Primaresearch

    Publisert: 2.9.2024

  14. “Global Financial Markets: Momentum, Risks and Outlook”, Ron William, RW Advisory

    Publisert: 25.7.2024

  15. “Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives

    Publisert: 1.7.2024

  16. “Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence

    Publisert: 27.5.2024

  17. “Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro

    Publisert: 24.4.2024

  18. "The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics

    Publisert: 28.3.2024

  19. "The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo

    Publisert: 20.3.2024

  20. "Global Investing at a Time of War", David Murrin, Global Forecaster

    Publisert: 28.2.2024

1 / 5

Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

Visit the podcast's native language site