Against a challenging macro backdrop, our conversation outlines why CIO believes adding emerging markets to the opportunity set can help to achieve returns and manage portfolio risk. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Oct 10
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activi ... Show More
13m 5s
Oct 10
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US ... Show More
2m 41s
Oct 9
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Jun 2024
The Business of Bonds with PGIM Fixed Income’s Co-CIO
Bonds are back and with fixed income gaining interest with investors, we’re taking an introspective look at our investment process and how we’re navigating current market dynamics here at PGIM Fixed Income. We touch on our scenario-based approach, investment views, the fixed inco ... Show More
39m 37s
Nov 2020
ESG: Anchoring Returns for Alternatives
Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, Nicola Rawlinson, Head of Investment Specialists for Macro Strategies, Nick Moller, Investment Specialist, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss thei ... Show More
35m 53s
Nov 2022
Private Markets: Uncertainty in the Golden Age
Over the last decade private markets have outperformed versus public markets, but given the recent public market volatility, will private markets continue to attract investors? Head of Brokers, Asset Managers, and the Exchanges Team Mike Cyprys and Head of European Asset Managers ... Show More
6m 48s
Aug 2023
Bloomberg Wall Street Week - August 11th, 2023
On this edition of Wall Street Week, Kristin Bitterly, Citi Head of North America Investments and Liz Ann Sonders, Charles Schwab Chief Investment Strategist tell us why they see a rolling earnings recession. George Pyne, Bruin Capital Founder & CEO explains how fragmentation is ... Show More
34m 58s
Jul 2023
How institutional investors are navigating market crosscurrents
Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More
10m 35s