Talking Heads – Tariff turmoil clouds Europe’...

Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment Insight Centre, and Jane Ambachtsheer, Global Head of Sustainability, tackle these and other topics as they review the pros ...  عرض المزيد

Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business’s inclusivity matters when selecting investments.For more insights, visit Viewpoint: https://viewpoin ...  عرض المزيد

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 ...  عرض المزيد

We analyse the potential economic challenges the Trump administration could bring to the Eurozone, with forecasts already downgraded by the European Commission. Carsten Brzeski, chief Eurozone economist at ING Bank, offers his analysis on what this could mean for the region's fut ...  عرض المزيد

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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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 ...  عرض المزيد