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Sep 2022
22m 20s

101: The Transformation of Oil and Gas t...

Blackrock
About this episode
In 2019, Repsol was the first oil and gas company in the world to announce its commitment to be net zero by 2050. Why did they make that decision? What's their plan to get there? On this episode of our series, The Real Leaders of Net Zero, Repsol CEO Josu Jon Imaz joins host Mark Wiedman to talk upstream and downstream, electrification versus decarbonizatio ... Show More
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Apr 24
258: Portfolio Construction for a Changing World: Adapting to A Market Regime Shift
Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are challenging long-held assumptions about diversification and asset alloca ... Show More
21m 17s
Apr 10
257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493
The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today’s equity markets. With market concentration at historic highs, a handful of mega cap companies have driven much of the S&P 500’s re ... Show More
21m 16s
Apr 2
256: AI and Bond Markets: How Artificial Intelligence Is Reshaping Fixed Income Investing
AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolve, investors are rethinking th ... Show More
18m 12s
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