Exploring the dynamics of long-short equ...

In this episode, Portfolio Manager Denny Fish discusses how the continued evolution and implementation of artificial intelligence (AI) is impacting companies, tech investors, and the global economy. 

In this episode, Healthcare Research Analyst Luyi Guo shares her perspective on proposed pharmaceutical tariffs and drug pricing reform, including how they might spur innovation over the long run. 

In this episode, Head of Global Short Duration and Liquidity Daniel Siluk and Portfolio Manager Addison Maier discuss how the front end of the yield curve may be well positioned to provide additional carry over cash and capital appreciation while limiting interest rate exposure a ... Show More

The growth of electric vehicles has heightened concerns about China's current dominance in lithium-ion batteries. So as part of the Inflation Reduction Act, the US government is spending money and providing tax credits to companies that are attempting to build up a domestic suppl ... Show More

The Energy Department says the largest-ever such investment will target heavily-polluting industries, such as steel and cement manufacturing; Boeing CEO to step down by end of year; New home sales dip 0.3 percent in February as existing home sales soar; EU launches new investigat ... Show More

BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Ham ... Show More

CATL is a hugely important company that a lot of people probably haven't heard of. It's grown from nothing to become the world's largest EV battery supplier — with some strong help from the Chinese government along the way. This story of how EV batteries became cheap kicks off Th ... Show More

What will the consequences of the invasion of Ukraine be for the world's economy - and for us? From the effects on the energy markets to the tough sanctions regime, we can already see ripple effects across Europe and the rest of the globe, at a time when the world's economy is st ... Show More

Our conversation outlines CIO’s current thinking when it comes to the US energy sector, along with the current price outlook for both WTI crude oil and natural gas. We also spend some time discussing the risks to the sector, provide an update on the energy transition (a CIO longe ... Show More

In this week’s Podcast, Dale looks at the economic cycle and analyses if we’re about to start the next boom phase or whether we should expect more doom and gloom. We all know that businesses and the economy run in cycles and knowing where we are in the cycle can assist in determi ... Show More

On today's episode, Ian King takes us through the economic picture for May, which reveals a contraction in part down to the King's Coronation Bank Holiday. The chief executive of Wood Group tells us how the British firm intends to lead the transition to green energy. And how the ... Show More

From geopolitical tensions, surging gas prices and energy shortages, how are major companies dealing with the energy transition? In the latest episode of Exchanges at Goldman Sachs, Giulia Chierchia, Executive Vice President of Strategy, Sustainability & Ventures at bp, and Miche ... Show More

The world relies on manufacturing, and manufacturing relies on heat — a massive contributor to global carbon emissions, responsible for a quarter of the world's fossil fuel use. Energy entrepreneur John O'Donnell has figured out a better, cleaner way to generate the heat we need ... Show More