Informações:
Sinopse
In this weeks Podcast, the final edition of 2018, Ben Gutteridge, Brewin Head of Fund Research, speaks to Mike Riddell, Head of UK Fixed Income at Allianz Global Investors.
Episódios
-
Amy Myers Jaffe: Energy policy
23/05/2022Amy Myers Jaffe, a leading expert on global energy policy and sustainability, joins Guy Foster to discuss energy’s ‘digital future’ and the challenges and opportunities in the renewable energy transition.
-
Tim Marshall: Geopolitical events
11/05/2022Tim Marshall, foreign affairs journalist and author of international bestseller Prisoners of Geography, talks to Guy Foster about the unfolding war in Ukraine, NATO tensions and the outlook for Eastern Europe.
-
Dan Carter on Japanese Politics
15/09/2021On this episode, we have the pleasure of hosting Dan Carter of Jupiter Asset Management
-
-
A strong, but still not crowded rally
01/07/2021Market outlook and sector preferences amid a rapid economic recovery, lingering inflation concerns and risk of policy tightening
-
Bullish on Bonds
22/06/2021We speak to Jenna Barnard and John Patullo, managers of the Janus Henderson Preference & Bond Fund about their successful contrarian positioning in the credit and sovereign bond markets.
-
Is it all in the price?
05/06/2021Outlook for markets amid a rapid economic recovery, surging commodity prices and risk of policy tightening
-
Paul Polman on the role of business in fighting climate change
11/05/2021In the podcast we ask Paul about the extent of the challenge and what sacrifices may be required in order to meet that challenge.
-
Stephanie Kelton on not paying back the COVID debt
22/04/2021We ask Stephanie Kelton how we should think about the coronavirus debt through an MMT lens
-
Resilient India as the pandemic eases
22/03/2021Why has the Indian market actually been one of the more resilient emerging markets despite having seemed to be one of the least well-prepared for it?
-
Freeports and how to get them right
05/03/2021What should the government be doing to make freeports work? What kind of tax benefits should freeports bestow? How will they help the broader economy?
-
The return of inflation
25/02/2021We explore all the major variables which tend to drive changes in inflation over the short and longer term as well as looking at the investment implications.
-
The Great Decoupling
19/02/2021We ask what role history and culture have in shaping China's strategic objectives today
-
Joe Amato on the retail investor revolution
10/02/2021We discuss the bizarre start to 2021 which saw a dramatic short squeeze in the shares of GameStop that had been pitched as a David versus Goliath confrontation until it subsequently deflated.
-
2021 according to Karen Ward
26/01/2021Karen Ward, JPM's Chief Market Strategist for the EMEA discusses the outlook for markets overall before focusing on some of the key issues facing investors
-
-
Investing in China
14/12/2020We discuss one of the brightest spots in the economic and market world during 2020: China
-
-
Post-election: the geopolitical outlook
18/11/2020The virus and its impact on the world of geopolitics
-