Talking Heads – European small caps to outdo large caps| Listen on Anghami

Apr 22

Talking Heads - Licence to roam empowers absolute return bond approach

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate ... Show More

10m 51s

Apr 16

Talking Heads - Flows into core equity ETFs hold up amid Middle East conflict

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel Morris that inflation-linked p ... Show More

5m 53s

Apr 10

Talking Heads - Healthcare equities: Healthier prospects in 2026

Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon Stephenson tells Investment Insights Centre Co-head Andy Craig that numerous factors should create a much more investable ... Show More

9m 24s

Mar 2025

US small caps: looking beyond the near-term uncertainties

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.For ... Show More

10m 2s

Jan 2025

BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567

My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends shaping markets as we start 2025. Savita ... Show More

1h 4m

Apr 2025

Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that ... Show More

1h 5m

Sep 2025

US equities slide as Nvidia-OpenAI deal raises questions

US equities struggled to keep up with the recent momentum yesterday, with the S&P 500 posting its worst day in three weeks, while the NASDAQ and the Magnificent 7 saw even larger declines. Questions around the Nvidia-OpenAI-deal weighed on segment. Over in Europe, there was much ... Show More

12m 46s

Oct 2024

The Dividend Cafe Tuesday - October 15, 2024

<p>In this episode, recorded on October 15th, host Brian Szytel reports on a generally down day in the markets. The Dow dropped 324 points, the S&P 500 fell by 0.75%, and the NASDAQ decreased by over 1%. He discusses the weaker-than-expected New York Fed Empire State Manufact ... Show More

5m 56s

Feb 2025

#308 European revival?

This week, Will Hobbs and Sophie Barrington delve into the upcoming German election, the broader prospects for Europe amid a recovery in the region’s stock markets, and the latest developments in technology. To read insights from Barclays Investment Bank, visit https://www.ib.bar ... Show More

19m 17s

Apr 2025

Aswath Damodaran, Investing in Uncertainty

Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. T ... Show More

35m 50s

Feb 2025

Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569

Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More

1h 2m

Feb 2025

What Drives Nvidia’s Growth?

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companie ... Show More

24m 22s

Jun 2025

Tap into these big trends to grow your portfolio

It’s time to view your portfolio with a long-term mindset.In this episode of Stocks in Translation, Tematica Research CIO Chris Versace joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to break down everything having to do with thematic investing - an approach ... Show More

24m 12s

Talking Heads – European small caps to o...