NFT Activism with Anny Shaw

In this special episode, journalist Anny Shaw investigates some of the most important findings from the Art Basel and UBS Art Market Report 2022. She speaks with Chief Economist of UBS Global Wealth Management Paul Donovan and collector Amitha Raman about the impacts of the curre ...  Show more

Fresh from the mud-spattered, Santiago Sierra designed catwalk of the Balenciaga Spring 2023 collection, Artistic Director Demna talks to Marc Spiegler about cutting his teeth at Martin Margiela and Louis Vuitton to the lasting effects of having been a refugee of the Former Sovie ...  Show more

US stocks are nearing all-time-high again, but now with lower and contrarian more supportive levels of investor sentiment. Whilst the latest meme stock rally, from AMC to GME, should be treated cautiously. 

The 3 keys his week are 1) the most important number in markets, US inflation. 2) The resilient US consumer with the retail sales report and 'big retail' earnings from WMT to HD. 3) China's rally with BABA to BIDU results and monthly macro data dump. 

The big summer of sports, from the Olympics to Euro 2024 football, is a potential catalyst to end the post-pandemic performance hangover for our basket of the world’s largest sports stocks. Whilst UK interest rate cut expectations have been driving a long-awaited FTSE 100 catch u ...  Show more

Spin offs, from Unilever to GE, are back in fashion even as new conglomerates, from big tech to private equity, see a stealth comeback. And we look to today's potential Europe PMI recovery and UK interest rate pull forward.