232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing

232: Infrastructure, AI & Energy: Navigating ...

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253: Emerging Markets: How Investors are Responding to Shifting Global Paradigm

Emerging markets are back in focus in 2026 — not just as a cyclical trade, but as investors reassess performance leadership, diversification, and where growth is showing up in a shifting global paradigm. After a long stretch of disappointing returns, emerging markets have started ...  Show more

252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending

The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovatio ...  Show more

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