On this week’s episode of Viewpoints, Burkhard outlines potential scenarios as to how developments in the Middle East involving Israel and Iran could evolve, and how to prepare your portfolio accordingly. We also touch on what has been a busy week for the Fed, and other global central banks.
Today
Top of the Morning: Emerging Markets - Back in the spotlight
Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of first-half performance drivers, expectations for the second-half, and thoughts on positioning across emerging market assets. Featured is Alejo Czerwonko, Chief Investment Officer for ... Show More
12m 34s
Yesterday
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Aug 2024
Summer special: What will be the geopolitical narrative after summer?
In this special summer episode, Peter Garnry is in the studio to discuss geopolitics in the second half of 2024 and what will be the mean focus areas. In the first half, the Ukranian and Palestinian conflicts have been in focus, while political elections and central bank policy h ... Show More
24m 52s
Jun 19
What's Happening In Financial Markets Right Now (Fed, BoE & Geopolitics)
Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of ... Show More
37m 51s