Talking Heads – Standing tall: US small caps

Talking Heads – Standing tall: US small caps

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Talking Heads - AI: Transforming quantitative portfolio management

Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical models, algorithms and vast data ...  Afficher plus

Talking Heads - Inflation-linked bonds can navigate the shocks

The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Inve ...  Afficher plus

Épisodes Recommandés

U.S. interest rates: Where do we go from here?
Capital Ideas podcast

<span style= "font-size: 11.0pt; font-family: 'AvenirNext LT Com Regular',sans-serif; mso-bidi-font-family: Calibri; mso-fareast-language: EN-GB;"> Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy ...

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Conversations with Mike Gitlin: Featuring Mark Casey
Capital Ideas podcast

<span style= "font-size: 11.0pt; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-theme-font: minor-latin; mso-bidi-font-we ...

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Surveillance: Stimulus Standoff With Furman
Bloomberg Surveillance

Tony Dwyer, Cannacord Genuity Chief Market Strategist, says a negative feedback loop will become great enough that lawmakers in Washington will reach a stimulus deal. Lisa Hornby, Schroder Investment U.S. Fixed Income Portfolio Manager, says there is a tremendous dislocation betw ...  Afficher plus

IBKR's Sosnick: Inflation is here until something breaks
Money Life with Chuck Jaffe

Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ...  Afficher plus