Mar 12

Talking Heads - High-yield credit – A source of diversification and returns

Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset ... Show More

7m 53s

Mar 5

Talking Heads - Tackling volatility with public debt money market funds

Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure to financials and other corporates, a stable net asset value, and strong liquidity should consider public debt constant ne ... Show More

7m 46s

Feb 26

Talking Heads - What’s the outlook for yields and demand in euro credit?

Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credi ... Show More

11m 36s

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

Sep 2025

Understanding digital money

Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric p ... Show More

17m 11s

Apr 2023

Alt (Digital) Trend Following with Sarah Schroeder of Coinbase Asset Mgmt.

How do you get a job at a top quant shop? With a little love from grandma?! How do you navigate a systematic strategy in the fast-moving world of digital assets? On this episode of The Derivative, Sarah Schroeder of Coinbase Asset Management (formerly One River Digital) covers a ... Show More

1h 44m

Sep 2024

Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550

Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. ... Show More

49m 43s

Mar 2025

How Digital Banking Helps Investors Manage Money Efficiently Tomas Navickas

Episode Topic In this episode, we dive into the world of fintech innovation with Tomas Navickas, the CTO and co-founder of myTU. He shares insights on how myTU is transforming digital banking and ... Show More

27m 37s

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

Oct 2025

1003. News: SWIFT embraces blockchain, JP Morgan ditches Nutmeg and what do digital IDs mean for fintech?

About this episode: Host Benjamin Ensor, Director of Research and Strategy, is joined by a fantastic panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wider financial services this week. Stories covered on the podcast this week i ... Show More

1h 1m

Aug 2025

ChatGPT Agent and the Future of Digital Marketing

In this episode of The Digital Marketing Podcast, Daniel Rowles and Ciaran Rogers explore one of the most transformative shifts in digital marketing: the arrival of ChatGPT Agent and the rise of agent-based AI. No longer just about generating content, AI is now taking action on o ... Show More

30m 56s

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 4m

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

Talking Heads – What next with digital a...