Navigating the next super cycle

While most people are distracted by the latest blow-up in US Treasuries, our hosts Katie Martin and Rob Armstrong lift the lid on a less watched corner of the debt markets. The world’s hyperscalers – giant companies such as Amazon and Meta – need to borrow as much as they can to ...  Show more

Over the summer, the FT held a revamped version of its stock picking game – think fantasy football for the global equity markets. Some 13,000 people took part – a shocking number considering how unfashionable active fund management has become in the real world. Katie Martin and R ...  Show more

Free Trial to Alf's Institutional Research? Ping Alfonso Peccatiello on Bloomberg for more info! In this podcast, Alf invites Peter Farac (aka @countdraghula on Twitter) to the show. Peter brings a wealth of experience running money and has specific skills in rates and vol marke ...  Show more

Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple:  https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify:  https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https:/ ...  Show more

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and ...  Show more

Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro ...  Show more