Following the recent BRICS summit in South Africa, we discuss developments and implications surrounding the possible expansion of the BRICS block. We also touch on allocation considerations for emerging market investors and where CIO is finding opportunity at the moment. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, U ... Show More
Jul 11
Top of the Morning: The week in review and preview
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman to recap the trading week - including an update on the latest developments surrounding US trade policy, and thoughts on current US equity valuations. Plus, a preview of the upcomin ... Show More
10m 49s
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
Jun 2023
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More
9m 51s
Oct 2020
10-09-2020: Hedge-Fund Manager: Don't Miss Out On A ‘Generational Opportunity’ In The Market
The theory predicts that most cyclical sectors will grow earnings at a faster pace than the S&P 500-- could it be right?
Today's Stocks & Topics: BAC - Bank of America Corp., MMP - Magellan Midstream Partners L.P., QDEL - Quidel Corp., Value & Growth Stocks After Election Day ... Show More
45m 29s
Dec 2020
#89 How has the latest vaccine news and market optimism affected investors?
This week, we discuss the recent surge in financial markets and the latest on the imminent roll-out of a vaccine in the UK. We look at how investor optimism has swung this year and how emotions, positive and negative, can affect our investment decisions, with Nicky Eggers (Head o ... Show More
20m 56s
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