Aganga, Mercer's U.S. chief investment officer, also spoke about the firm's rate cut forecasts and the upcoming 2024 election.
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Nov 20
Mohamed El-Erian: 'AI Is In a Rational Bubble'
Economist Mohamed El-Erian spoke to Barron's editor at large Andy Serwer about investing in artificial intelligence, the strength of the economy, the Federal Reserve, and more. This conversation was recorded on Oct. 28, 2025.
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26m 17s
Aug 19
Global markets in a holding pattern after Trump, Zelensky and Europe's leaders meet
<p>19 Aug 2025. We get reaction to the Washington talks from Charu Chanana, chief investment strategist at Saxo Bank. Plus, live from Delhi, Swarup Gupta of the Economist Intelligence Unit on Prime Minister Modi’s new tax cuts. And with UAE influencers now officially licens ... Show More
32m 24s
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
Dec 2024
Top of the Morning: Emerging Markets in the Roaring 20s
Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and currencies. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Danie ... Show More
12m 4s