97 Episoade

  1. “The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group

    Publicat: 26.01.2025
  2. “Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research

    Publicat: 18.12.2024
  3. “Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ

    Publicat: 12.12.2024
  4. “The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners

    Publicat: 23.11.2024
  5. “Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts

    Publicat: 15.11.2024
  6. "Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting

    Publicat: 15.11.2024
  7. China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens

    Publicat: 13.11.2024
  8. The Budget - In Reeves we Trust? Helen Thomas, Blonde Money

    Publicat: 29.10.2024
  9. Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF

    Publicat: 24.10.2024
  10. “Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight

    Publicat: 20.10.2024
  11. "Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics

    Publicat: 13.09.2024
  12. “The Return of 1980s Currency Volatility”, Andrew Hunt, Andrew Hunt Economics

    Publicat: 08.09.2024
  13. "How Demographic Trends Will Impact Investment Performance", Shamil Ismail, Primaresearch

    Publicat: 02.09.2024
  14. “Global Financial Markets: Momentum, Risks and Outlook”, Ron William, RW Advisory

    Publicat: 25.07.2024
  15. “Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives

    Publicat: 01.07.2024
  16. “Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence

    Publicat: 27.05.2024
  17. “Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro

    Publicat: 24.04.2024
  18. "The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics

    Publicat: 28.03.2024
  19. "The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo

    Publicat: 20.03.2024
  20. "Global Investing at a Time of War", David Murrin, Global Forecaster

    Publicat: 28.02.2024

1 / 5

Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

Visit the podcast's native language site