Talking Heads – Tariff turmoil clouds Europe’s economic outlook

Talking Heads – Tariff turmoil clouds Europe’...

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Talking Heads - Licence to roam empowers absolute return bond approach

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate ...  Afficher plus

Talking Heads - Flows into core equity ETFs hold up amid Middle East conflict

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel Morris that inflation-linked p ...  Afficher plus

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US small caps: looking beyond the near-term uncertainties
Talking Heads

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.For ...  Afficher plus

Stock Market Uncertainty: Tariffs, Tech, and Investor Strategy
This Week in Business

Jeremy Siegel, Wharton Emeritus Professor of Finance, discusses the latest market fluctuations, attributing recent declines to tariffs and trade tensions while also analyzing the broader economic landscape.<hr>

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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
The Meb Faber Show - Better Investing

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of ada ...  Afficher plus

#308 European revival?
Word on the Street

This week, Will Hobbs and Sophie Barrington delve into the upcoming German election, the broader prospects for Europe amid a recovery in the region’s stock markets, and the latest developments in technology. To read insights from Barclays Investment Bank, visit https://www.ib.bar ...  Afficher plus