William Davies is the Global Chief Investment Officer at Columbia Threadneedle Investments. William shares his thoughts on the condition of the US economy, relative to other regions around the globe. We also discuss the road ahead for monetary policy, and how to think about positioning your portfolio for the current environment. Host: Daniel Cassidy
Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
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
Jun 2025
Talking Heads – What’s new in thematic investing? Check out our Barometer
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Inv ... Show More
8m 13s
Sep 2024
Talking Heads - Our 2024 Thematics Barometer
<p>How and why are investors using thematic investment strategies? Listen to this <em>Talking Heads</em> podcast with Mark Buckley, Global Head of Investment Management with Coalition Greenwich, and Andrew Craig, Co-Head of the Investment Insights Centre.</p><p><br></p><p>To read ... Show More
10m 34s
Jul 2025
Talking Heads – A look at the latest ETF flows
How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest ... Show More
7m 19s
Jun 2025
Talking Heads – Which long-term themes are set to drive global equity markets?
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.For ... Show More
7m 25s
Nov 2024
Stan Druckenmiller: Inside the mind of a legendary investor
<p>This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet a ... Show More
57m 56s
Apr 2025
Talking Heads – ETF flows and trends in a world in flux
Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head o ... Show More
7m 29s
Apr 2025
Challenging Tariff Turmoil Facing Companies and Investors
<p>Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.<br><br>Dr. Rebecca Homkes, Lecturer at the London Business School and author of "Survive, Reset, Thrive," joins to discuss the broader impacts of tariffs on companies and how they can work through the uncert ... Show More
36m 23s