Talking Heads – What’s new in thematic investing? Check out our Barometer| Listen on Anghami

Feb 6

Talking Heads - How do synthetic money market ETFs work?

The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head of ETF and Index Management in the Systematic and Quantitative Investment Group, explains to Andy Craig, Co-Head of the Investment ... Show More

8m 29s

Jan 30

Talking Heads - Electrification and AI turbocharge the clean energy outlook

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate e ... Show More

11m 59s

Jan 23

Talking Heads - The AI angle to Indian equities

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large s ... Show More

7m 59s

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

Apr 2024

The long-term themes challenging investors

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and ... Show More

41m 35s

May 2025

Powering Ahead: The Future of US Renewable Investment

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ... Show More

36m 52s

Sep 2025

Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust

What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More

43m 11s

Jul 2025

The mindset of a contrarian investor – Anthony Bolton

How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk ... Show More

38 m

Jun 2024

Leading with science: A deep dive on biotech

In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ... Show More

17m 43s

Oct 2025

U.S. exceptionalism and developed markets

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the ... Show More

27m 39s

Sep 2025

233: How Active ETFs, Thematic Investing, and Market Dynamics Are Reshaping Portfolios - AMA with Jay Jacobs

<p>ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are bui ... Show More

16m 39s

Oct 2025

Markets rally, unfazed by Washington turmoil

Global stock markets rally to fresh record highs amid upbeat developments in the automotive and artificial intelligence sectors, with gains extending beyond the US into European bourses. Meanwhile, Warren Buffett has re-entered acquisition mode for the first time since 2022, sign ... Show More

12m 22s

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

Talking Heads – What’s new in thematic i...