logo
episode-header-image
Apr 8
10m 29s

Talking Heads - The grass has become gre...

Ausha
About this episode
tail spinning
Up next
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
Apr 2
Talking Heads - Decarbonisation and climate solutions providers to gain new prominence
“The crisis that we're experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’ and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of the Investment Insights Centre ... Show More
9m 21s
Recommended Episodes
Jul 2024
Inflation Shifts and the Bond Market Response
Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential pa ... Show More
18m 20s
Dec 2024
Top of the Morning: Emerging Markets in the Roaring 20s
Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and currencies. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Danie ... Show More
12m 4s
May 2025
Morgan Stanley’s Khanduja on Bond Risk Reward
After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate ... Show More
30m 28s
Feb 2025
Investment Ideas: Debt
As nations continue to respond to crises by taking on more debt, are we kicking the can down the road on global debt sustainability? In the second episode of Investment Ideas, Debt, Douglas Isles sits down with Simon Warner, Head of Portfolio Management at Aware Super, to explore ... Show More
20m 53s
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
May 2024
Seeking Better Value in Emerging Market Debt
tail spinning
3m 51s
Feb 2025
Top of the Morning: Emerging market equities - Trade uncertainty and DeepSeek
As headline developments surrounding trade uncertainty and DeepSeek persist, Xingchen drops by to discuss what this all means for emerging market equities. We also spend time examining the scope of US imposed tariffs on China, and the implications for Chinese growth and overall r ... Show More
15m 15s
Dec 2022
147. Bond Markets with Nik Bhatia
<p>We are rejoined by Nik Bhatia, author of Layered Money, to get his perspective on the bond market, the global economy, and bitcoin. Why did bonds have their worst year ever? Why is Nik convinced a recession is looming? How does he see the bond market developing in the medium a ... Show More
1h 54m
Sep 2024
6 Growing Stocks With a 4% Dividend Yield; Dollar Tree and Celsius Stock Collapses; Have We Entered Founder Mode? (CELH, DLTR, ABNB, SMCI, NVDA)
tail spinning
1h 2m