Younger investors are looking at a future with aging populations and reduced labor forces and a new age of technology and connectivity that is impacting their values and expectations. On the other hand, pre-retirees now are having to consider that fact that their generation will live longer and what do they want to prioritize in their retirement years. So wh ... Show More
Mar 20
254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets
Alternative investing is moving from a niche allocation to a core portfolio conversation. As volatility returns, interest rates reset higher, AI accelerates capital spending, and fiscal deficits expand, investors are reassessing what diversification really means. In a world where ... Show More
20m 39s
Mar 13
253: Emerging Markets: How Investors are Responding to Shifting Global Paradigm
Emerging markets are back in focus in 2026 — not just as a cyclical trade, but as investors reassess performance leadership, diversification, and where growth is showing up in a shifting global paradigm. After a long stretch of disappointing returns, emerging markets have started ... Show More
20m 20s
Mar 6
252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending
The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovatio ... Show More
21m 16s
Feb 2021
S E31: Investment - Upfront costs for future gains
When businesses invest, they're weighing upfront costs against future gains. Betsey Stevenson and Justin Wolfers show you how executives make smart investment decisions, and how you can use the same ideas to figure out whether to invest in your education, your health, or your fin ... Show More
19m 32s
Jan 2021
The Download: How to invest for success in 2021
A new year means new opportunities and new challenges – some we can’t begin to predict. With a tumultuous 2020 behind us, how can investors prepare for 2021? Stu Kedwell, Co-Head, North American Equities, discusses why having a robust financial plan – tailored for multiple differ ... Show More
7m 32s
