Russia, Ukraine, & Geopolitical Risk With Timothy Ash

Russia, Ukraine, & Geopolitical Risk With Tim...

Michael A. Gayed, CFAMichael A. Gayed, CFA

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Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management

Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback vi ...  Show more

 . 44min 24sec
Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang

Michael A. Gayed, CFA (The Lead-Lag Report) sits down with Jason Hsu, founder of Rayliant Global Advisors, and China-market specialists Fujia Liu and Tony Yang of China Asset Management (ChinaAMC) to unpack factor investing, thematic tilts, and how global allocators are thinking ...  Show more

 . 59min 47sec

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