Aug 6

Talking Heads – Setting a course for investing in the rest of 2025

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ... Show More

8m 59s

Jul 29

Talking Heads – Combining asset ownership and stewardship

Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/ ... Show More

7m 25s

Jul 22

Talking Heads – What next with digital assets such as tokenised securities?

When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages ... Show More

6 m

Jun 2024

U.S. interest rates: Where do we go from here?

Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut rates this year? Is inflation still too high? And what’s the risk of a recession down the road? Darrell tackles those questio ... Show More

24m 11s

Jun 2024

Conversations with Mike Gitlin: Featuring Mark Casey

Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark explains why he believes “digitalization” is a powerful investment theme, how he thinks artificial intelligence will tran ... Show More

31m 49s

Aug 2020

Surveillance: Stimulus Standoff With Furman

Tony Dwyer, Cannacord Genuity Chief Market Strategist, says a negative feedback loop will become great enough that lawmakers in Washington will reach a stimulus deal. Lisa Hornby, Schroder Investment U.S. Fixed Income Portfolio Manager, says there is a tremendous dislocation betw ... Show More

41m 21s

Aug 2023

IBKR's Sosnick: Inflation is here until something breaks

Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More

1 h

Jun 2019

Surveillance: Trade Talks Are Unpredictable, Hewson Says

David Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut in two weeks. Stephanie Baker, Bloomberg News Senior Writer, updates us on trade negotiations between the U.S. and Mexico. Victoria Hewson, Institute of Economic Affairs Seni ... Show More

30m 12s

Sep 2023

Top of the Morning: CIO Strategy Snapshot - UBS House View

We explain how the US economy has come into better balance and what that means for the markets and monetary policy, along with outline the latest asset allocation recommendations from the UBS Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, UBS ... Show More

15m 38s

May 2023

MI274: Investing in Emerging Markets w/ Perth Tolle

Robert Leonard chats with Perth Tolle. In this episode, they discuss the relationship between Freedom metrics and returns for emerging markets, the four main autocratic risk factors impacting investments in countries under authoritarian rule, and more! Perth Tolle is the founder ... Show More

44m 11s

Talking Heads – Standing tall: US small ...