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MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
The luxury fashion market stands at a crossroads amid tightening global economies and shifting consumer mindsets. With real incomes lagging and spending growth subdued through 2029, traditional luxury hubs like the US, China, and Europe face unprecedented challenges. Rising prices, evolving questions of value and authenticity, and the surge of affordable luxury are redefining how consumers connect with high-end brands. How are macroeconomic forces and trade policies steering this transformation — and what strategies around perception, pricing, and brand positioning will ensure lasting success in a rapidly changing landscape? On Wealth Tracker, Hongbin Jeong speaks to Lydia Burton, Associate Analyst, Food & Drink, BMI, to find out more.See omnystudio.com/listener for privacy information.
We're all looking forward to an Easter weekend filled with chocolate, but increased prices could make it a costly period.See omnystudio.com/listener for privacy information.
What Just Happened? Claire Brady, Associate Analyst on the Americas desk here at Sibylline, breaks down the recent landmark ruling by the U.S. Supreme Court regarding Colorado's legal capability to bar Donald Trump from the presidential election ballot. Claire also elaborates on the role of Congress, potential implications for the upcoming primaries, and the long-term ramifications of this precedent-setting ruling. The decision, while bipartisan in nature, raises questions about the impartiality of the Supreme Court, especially as Trump faces upcoming cases, including one concerning his immunity in criminal charges related to the 2020 election. Tune in to get a comprehensive analysis of the ruling and its impact on the election landscape. Don't miss future episodes of 'What Just Happened,' available on your favorite podcast provider! Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube: https://www.youtube.com/@sibyllineTV For more information visit our website: www.sibylline.co.uk E-mail us at: info@sibylline.co.uk #SupremeCourt #Election2024 #TrumpOnBallot
Dive into the latest geopolitical developments with Sibylline's 'What Just Happened?' podcast hosted by Ignacio Ayala. In this episode, Megan Sutcliffe, Associate Analyst on the Middle East and Africa desk, returns to shed light on recent Iranian strikes in Syria, Iraq, and Pakistan and share insights into the regional implications and the indicators to watch. - Follow us on Twitter: https://twitter.com/Sibyllic Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube: https://www.youtube.com/@sibyllineTV For more information visit our website: www.sibylline.co.uk E-mail us at: info@sibylline.co.uk
In this episode, Gareth Westwood, Head of Global Intelligence, is joined by co-host Sydney Stewart, North America Intelligence Analyst. Together, they will delve into various pressing global issues: 1. North Korea's recent "scorched earth" nuclear test (1:02) 2. Climate concerns in Australia (3:50) 3. 3D printed weaponry and extremism in Finland (7:37) 4. Risks associated with the 2023 Rugby World Cup in France (11:22) Then, Karan Vassil, Associate Analyst from the Eurasia desk, provides a quick update on the continuing conflict between Azerbaijan and Armenia (13:32) Finally, our Sub Saharan Africa Analyst, Edie Lipton, joins Gareth for an in-depth discussion on yet another coup in West Africa, this time in Gabon (15:41) Follow us on Instagram: https://www.instagram.com/sibyllinelt... Follow us on LinkedIn: https://www.linkedin.com/company/siby... Follow us on YouTube: / @sibyllinetv For more information visit our website: www.sibylline.co.uk E-mail us at: info@sibylline.co.uk
In this episode, Gareth Westwood, Head of Global Intelligence, is joined by Leo Collins, Intelligence Delivery Lead, to discuss recent global events including the Black Sea Grain Initiative, recent protests at a Swedish embassy in Baghdad, and a shooting in New Zealand. Then, Gareth is joined by Megan Sutcliffe, Associate Analyst on the Middle East and Africa desk, to delve into the security environment in Mali and the recently held constitutional referendum which aimed to transfer military power into civilian rule, seemingly distancing civilian oversight from the current military junta. However, Megan reveals that the referendum results may not be as straightforward as they appear. ----------------------------------------------- Follow us on Twitter: https://twitter.com/Sibyllic Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube: https://www.youtube.com/@sibyllineTV For more information visit our website: www.sibylline.co.uk E-mail us at: info@sibylline.co.uk
We explore the impact that geopolitical tensions between the US and China are increasingly having on technology companies, particularly the vital semiconductor supply chain. Which companies are most affected and what are the implications for China's domestic semiconductor industry? Then at 9.58, we delve into what is supporting revenue growth for global information technology services companies, as growth slows from exceptionally high levels during the pandemic. Guests: Zedric Cheung, Associate Analyst in the Credit Strategy and Standards Group, Moody's Investors Service; Chenyi Lu, Vice President – Senior Credit Officer and Farah Zakir, Vice President – Senior Analyst both in the Corporate Finance Group, Moody's Investors Service. Host: Tania Hall, Senior Vice President – Senior Research Writer, MIS Research, Moody's Investors Service. To read more on this topic, visit the Behind the Bonds page on Moodys.com (some content only available to registered users or subscribers). Related Research:US-China and cross-Strait tensions will lead to lasting semiconductor supply chain shiftsSlowing global growth, US export controls will hit revenue in coming yearsDiversified providers can weather slowing demand; generative AI is new growth leverQ3 update: Bookings grow but new projects will favor incumbent IT service providers
In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Providers, Leonard Law, CFA and Trung Nguyen, as they share their thoughts on High Yield Opportunities in Asia. From developing trends, to what to expect in the space, join us for this next installment of our #webinar Wednesdays to get the full picture. This is a shortened version of the full webinar. For the full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more. -- Leonard Law, CFA covers a portfolio of Chinese and Indonesian high-yield corporate credits. Prior to joining Lucror in 2017, he was an Associate Analyst with Moody's Investors Service for three years, responsible for credit analysis and research. Follow his work here.Trung Nguyen is responsible for covering high-yield companies in the Southeast Asia region. He joined Lucror in 2013 from ST Asset Management, a credit investment arm of Temasek Holdings, where he spent over six years in investment research and portfolio management. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
In this episode our host, Gareth Westwood, Head of Global Intelligence, joins Associate Analyst, Megan Sutcliffe, to discuss Turkey's latest election, Erdoğan's victory in the run-off and his 5th term as Turkish President. Follow us on Twitter: https://twitter.com/Sibyllic Follow us on Instagram: https://www.instagram.com/sibyllinelt... Follow us on LinkedIn: https://www.linkedin.com/company/siby... Follow us on YouTube: / @sibyllinetv For more information visit our website: www.sibylline.co.uk E-mail us at: info@sibylline.co.uk
Join Angus Gidley-Baird, Senior Animal Protein Analyst, and Pia Piggott, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Angus and Pia will unpack the future role of technology in sustainable supply chains.
Join Stefan Vogel, Regional Manager RaboResearch Australia and New Zealand, and Edward McGeoch, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Stefan and Ed will set the scene for the day and explain what F2F is, and what sessions listeners can look forward to.
Join Genevieve Steven, Agriculture Analyst based in New Zealand, and Ed McGeoch, Associate Analyst based in Sydney, to reflect on 2022 and look ahead to what 2023 has in store for the wool industry. This episode was recorded 7 March 2023.
In this week's podcast, join your host Valeria Scuto, our Middle East and North Africa Analyst, along with Anastasia Chisholm, our Associate Analyst and Ahmed Alqarout, our Lead Middle East and North Africa Analyst to discuss Israel's launch of Operation Breaking Dawn against targets of the Palestinian Islamic Jihad (PIJ) in the Gaza Strip on 5 August that prompted a weekend of cross-border confrontations with the group. Despite the agreement of a ceasefire on 7 August, ethno-religious tensions remain high in the Palestinian Territories, following frequent Israeli military raids and arrests on Palestinian militant group leadership in the West Bank. The Israeli military's targeting of PIJ specifically, while aiming to avoid escalations with Hamas, in part reflects the varying degrees to which both groups are willing to engage in armed confrontations with Israel, with PIJ being the more willing party. The latest escalations are underpinned by an intensification in Israeli counter-terrorism operations in the West Bank since April, in response to a series of terror attacks on Israeli territory. Ongoing operations will continue to drive tensions with Palestinian militant groups, increasing the threat of repeated bursts of short-term, limited armed escalations in the coming months.
In this week's podcast, join Benedict Manzin our Sub Sahara Africa Analyst, and Edie Lipton our Associate Analyst, as we discuss the general election in Kenya. The polls on 9 August look set to be one of the closest elections in recent Kenyan history. Opposition leader Raila Odinga only narrowly leads Deputy President William Ruto in opinion polls, elevating concerns that the unsuccessful candidate will likely allege fraud, igniting ethnic tensions primed by widespread hate speech online. However, with neither candidate offering significantly meaningful policy differences for Kenya's electorate, higher rates of voter apathy could potentially mitigate the extent of violence.
Chris Brown, Senior Analyst and Kyle Williams, Associate Analyst at Morgans Financial recap the key themes, highlights and takeaways from the Noosa Mining Conference, which took place 20-22 of July 2022 at Peppers Resort in Noosa Heads, Queensland. You can watch back the presentations from the conference by following this link: https://www.noosaminingconference.com.au/ Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
In this episode, we're excited to welcome back Analysts Charles Macgregor, Trung Nguyen, and Leonard Law of Lucror Analytics, who present their high-yield/crossover picks in India and Indonesia. -- Smartkarma users can find the presentation slides here. -- Lucror Analytics was established in 2010 in Singapore, to meticulously and methodically scrutinise the opportunities and risks inherent in high yield investing. Since 2010, Lucror Analytics has been entrusted as a reliable research partner by the largest and most reputable participants in the high yield segment – asset managers, family offices, hedge funds, investment and private banks, who recognise the value and distinct advantage that independent research imparts to their investment and risk management decisions. Charles Macgregor is an industry veteran with over 35 years of experience. As Head of Asia, he is responsible for the Asian credit research product at Lucror, which he joined in 2013. Previously, he had worked for Deutsche Asset Management, where he was Head of Credit Research, Asia-Pacific and Co-Chair of their Global Credit Methodology Committee. He also worked at Moody's, where he was a Senior Credit Officer and a member of their New Instruments Committee and Symbols & Definitions Committee. Follow his work: https://skr.ma/eo2AP5v6VsRmWYcD9 Leonard Law covers a portfolio of Chinese and Indonesian high-yield corporate credits. Prior to joining Lucror in 2017, he was an Associate Analyst with Moody's Investors Service for three years, responsible for credit analysis and research. Follow his work: https://skr.ma/CKFZpohb6GzTFfH77 Trung Nguyen is responsible for covering high-yield companies in the Southeast Asia region. He joined Lucror in 2013 from ST Asset Management, a credit investment arm of Temasek Holdings, where he spent over six years in investment research and portfolio management. Follow his work: https://skr.ma/1pHREyj8z5QDLRLE9 -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
In this week's podcast, join our Lead Middle East & Africa Analyst Eloise Scott, along with Benedict Manzin our Sub Sahara Africa Analyst, and Edie Lipton our Associate Analyst, as we discuss the presidential election in Somalia. With the majority of Somalia's parliament now in place, pressure is building to finally conclude presidential elections before IMF programmes automatically lapse. However, there is a high likelihood that elections will prompt allegations of fraud. Al-Shabaab seeks to exacerbate this and stands to gain from infighting within the armed forces, threatening an escalation in attacks, including in neighbouring countries.
In this week's podcast, join your host Eloise Scott, our Global Intelligence Manager, along with Rhiannon Phillips, our Associate Analyst to discuss the missile strikes launched by Iran on 13 March on targets in the northern Kurdistan region of Iraq, with somewhat conflicting accounts of target-type and motive. Iranian claims that the attack targeted Israeli "strategic centres" moderately elevate the risk of a return to tit-for-tat hostilities between Iran and Israel, as well as other recent diplomatic developments between Iran and the UK and US that could help to unblock stalled nuclear talks.
Over the past year, the Economic Community of West African States (ECOWAS) has undergone three successful coups among its member states, prompting fears of a potential shift back to the political instability that marked many post-independence African governments. While driven by a variety of factors, the coups in Burkina Faso, Guinea and Mali appeared to share key similarities. Namely, these were instances where younger officers successfully identified that elevated levels of anti-government sentiment would provide them cover to act against their governments and secure advancement. The podcast will examine this phenomenon and highlight the ways in which the military juntas that have developed from these coups now act as a source of inspiration and support for other military governments and outline the challenge this trend creates for the region. In this week's podcast, join our Lead Middle East & Africa Analyst Eloise Scott, along with Benedict Manzin our Lead Sub Sahara Africa Analyst, and Edie Lipton our Associate Analyst, as we discuss the drivers behind Coups in West Africa.
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Global Wired Advisors' Managing Partner and Co-Founder is Joe Hogg. He is also the CEO and Founder of J.P. Morgan, as well as the Managing Partner and Co-Founder of Providium Group LLC. Advisors of Ryland Capital. Joe was previously the Managing Director of Deutsche Bank's Structured Finance division and the Global Head of Funding for Wells Fargo Securities, a trading and investment banking branch of Wells Fargo. Global Wired Advisors' Head of Research is Robert Salmon. Robert was previously a Senior Vice President at Wolfe Research, LLC and an Associate Analyst for Deutsche Bank Securities' automotive division. He has worked with a variety of transportation organizations, including Amazon Logistics, UPS, FedEx, the USPS and LTL trucking companies. In this episode you will learn: Understanding aggregator risk and return Moving capital into the space Aggregators : Roll Up Strategy “Economies of Scale” Spoke to an Aggregator - Are They Really Getting It? Highlighting Risk Factors to the Amazon aggregator business model Strategically how to mitigate against risk Insights on the Client base Amazon and DTC businesses The future of Aggregator Model
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Global Wired Advisors' Managing Partner and Co-Founder is Joe Hogg. He is also the CEO and Founder of J.P. Morgan, as well as the Managing Partner and Co-Founder of Providium Group LLC. Advisors of Ryland Capital. Joe was previously the Managing Director of Deutsche Bank's Structured Finance division and the Global Head of Funding for Wells Fargo Securities, a trading and investment banking branch of Wells Fargo. Global Wired Advisors' Head of Research is Robert Salmon. Robert was previously a Senior Vice President at Wolfe Research, LLC and an Associate Analyst for Deutsche Bank Securities' automotive division. He has worked with a variety of transportation organizations, including Amazon Logistics, UPS, FedEx, the USPS and LTL trucking companies. In this episode you will learn: Understanding aggregator risk and return Moving capital into the space Aggregators : Roll Up Strategy “Economies of Scale” Spoke to an Aggregator - Are They Really Getting It? Highlighting Risk Factors to the Amazon aggregator business model Strategically how to mitigate against risk Insights on the Client base Amazon and DTC businesses The future of Aggregator Model
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode you will learn: Who are GWA (Global Wired Advisors) and what do they do? What is an investment side? A brief background of Global Wired Advisors Building a Deal Screen Why have aggregators become such a big thing so fast? The big 3Ps of Amazon Generating interest and gathering investors to your business Applying CPG trad portfolio to determine the busines value
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode you will learn: Who are GWA (Global Wired Advisors) and what do they do? What is an investment side? A brief background of Global Wired Advisors Building a Deal Screen Why have aggregators become such a big thing so fast? The big 3Ps of Amazon Generating interest and gathering investors to your business Applying CPG trad portfolio to determine the busines value
We start the programme looking into Spotify and The Joe Rogan Experience - it's Spotify's most popular podcast which has come under scrutiny for platforming what critics and artists like Neil Young have called Covid-19 misinformation. Chris Cooke is a music industry expert and the founder of a consultancy called CMU Insights who have been looking into the challenges facing digital media companies like Spotify. Next Our correspondent in Lisbon, Alison Roberts, joined us live to discuss the final stages of counting in Portugal's general election. Our US Market report with Economist Michael Hughes had a look at whether things are as rosy as they once were with the US markets. If you've decided to follow Veganuary and embrace a completely plant-based diet for a month, you now have only a matter of hours left. This year there's been a noticeable boom - not just in people taking part but also in the amount of vegan food that's on sale. Even from fast-food restaurants like McDonalds. But is this just a one-off occasion for people to try to be 'good' for a month, or are tastes gradually shifting away from meat? Tonight's presenter David Harper asked Ramsey Baghdadi, an Associate Analyst at Global Data Plc in London, who studies trends in vegan fast food product. Lastly, Demand for beauty "tweakments" - small changes to your appearance, as opposed to full-on face changing plastic surgery - is soaring. Hours spent on video conferencing has forced people to constantly scrutinise their appearance, so what exactly are people having done and is it worth the price tag? Our colleague Elizabeth Hotson also looked into how being an attractive female affects your work prospects and how much this all costs for some people.
Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode… Are you a brand owner looking to invest in the capital marketplace or an aggregator? What steps can your brand take to boost performance in the marketplace and appeal to a broader aggregator audience? Online sales growth has continued to rise, and the pandemic only accelerated this growth as consumers gravitate towards the convenience of delivered goods. Joe Hogg and Robert Salmon compiled a focus report to detail Amazon aggregators' risk and return features and their role in the acquisition, building value, and increasing interest in the brand space. They are here to share key insights with you. In this episode of Amazing Exits, Paul Miller is joined by Joe Hogg, Managing Partner and Co-founder of Global Wired Advisors, and Robert Salmon, Head of Research at Global Wired Advisors, to discuss how Amazon aggregators are shaping the digital consumer space. Together, they share how the number of aggregators in a space can increase value, how the pandemic accelerated growth in the capital marketplace, and how consolidation and capital reallocation lead to change. Stay tuned!
This week join Eloise Scott, our Lead Analyst for the Middle East and Africa and Rhiannon Phillips, our Associate Analyst for the Middle East and North Africa to discuss the rising situation in Lebanon. In the aftermath of last week's street violence in Beirut, Lebanon is experiencing a worrying rise in sectarian tensions and aggressive posturing amidst deepening financial crises and enduring political uncertainty. The ongoing investigation into the 2020 Beirut port blast is subject to considerable political pressure, and will likely be a trigger for further mobilisation and protests. Key sectarian fault lines across Lebanon, therefore, remain flashpoints for further confrontations as ethnoreligious tensions spill over into violence.
This week join your host Alexander Parsons, our Senior Analyst along with Valeria Scuto our Middle East and North Africa Analyst and Anastasia Chisholm our Associate Analyst for the Middle East and North Africa to discuss the up and coming elections in Iraq. Iraq's elections due this Sunday, 10 October, will take place during a period of protracted economic crisis and considerable anti-government public sentiment, which has risen since the government's repression of protest movements in 2019. Strong security measures will be deployed on and around election day, while international observers and regional actors will closely watch electoral processes and results. Shi'ite groups – including Iran-affiliated factions – are likely to continue to dominate Iraq's fractured political landscape. Likely flashpoints for domestic unrest include the maintenance of the unpopular elite-led status quo and allegations of fraud. In turn, these could delay timelines for government formation and undermine the implementation of political and economic reforms, driving policy risk for businesses and investors in the coming months.
SECRETS TO FINDING A JOB AS A RECENT GRAD Welcome to the Bri Books ‘Career Crash Course' mini-series! I'm sharing all the tips needed to help recent grads navigate the confusing yet exciting ‘real world' after college. Join me as I discuss career topics that most students don't learn in college--like how to actually land a job--and go deep on lessons learned from my own career across tech, social media, and journalism. In this episode, we sit down with Ameenah Rashid, an Associate Analyst at eCommerce startup Profitero, and Tufts class of 2021. Ameenah and Brionna chat about navigating post-grad life and how to make those first crucial career decisions after college. For job search coaching questions and partnerships, email at bri@bribookspod.com, and follow @bribookspod on Instagram and Twitter. SHOW NOTES 2:45 - Meet Ameenah Rashid, 21, Associate Analyst at Profitero, an eCommerce startup in Boston. Here's the story of how Ameenah navigated those first decisions post-college by leaning on her interdisciplinary interests. 3:45 - How Ameenah spent almost the entirety of her senior year of college applying for jobs, ranging from analyst to finance to tech roles. Now that she has some stability, she's ready to think about the next steps and play her cards more wisely. She'd been on the job search treadmill for a year, and now that she has a chance to stop, she's working on being intentional about the next phase of her career. 5:20 - On the importance of cultivating interests outside of work. “I've always been left-brained and right-brained in my professional interests and hobbies. Career-wise, I've done a lot of marketing because there are so many marketing positions. I've done marketing, strategy, social media, some consulting, digital work, and I currently work as an analyst. My current role as an analyst is more technical than any role I've had before, so I'm leaning into that side of things.” 6:30 - Why it's important to focus on getting the skill sets you need in order to set yourself up for success, and how to mine your own life's experiences for ways you can incorporate your own knowledge into your professional life. “In my undergrad life, I'm proud of exploring internships in a diverse range of industries--from engineering education to the Olympics to marketing the editorial--it's taught me that it doesn't matter if you don't know everything about the experience. You can pick things up on the fly. 9:30 - The dangers of trying to put yourself into a ‘box' professionally, and how to leverage your college activities as part of your job search process 16:00 - How Ameenah is making the most of her first job post-college, and Ameenah's advice for soon-to-be graduates/ what she wishes she knew six months ago. . "The whole time I was applying for jobs I was irrationally stressed when in reality if I didn't have a job it'd be fine." 18:00 - Brionna's #Bribooks read: “Consumed” by Aja Barber 20:00 - Brionna's #Bribooks recommendation for Ameenah: “Your Money Life: Your 20s” by Peter Dunn.
Steven Sassine, Associate Analyst at Morgans, discusses Moneyme (ASX:MME), an addition to our Morgans Best Ideas (September 2021). Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU #MME #Investments #Stocks #Returns
Our Lead Analyst for Global Risk, John Breen, joins Ignacio Ayala, Latin America Analyst and Isabelle Mallon, Associate Analyst for the Americas to discuss the impact of the crisis in Haiti on humanitarian workers, NGOs, and businesses on the ground. The team will analyse how a 7.2 magnitude earthquake and Tropical Storm Grace will deepen the country's political and socio-economic woes, paving the way for the expansion of criminal organisations across the country.
Join this week's host, Alex Parsons, Lead Analyst of the Americas, along with Eloise Scott, Lead Analyst for the Middle East and Africa, and Rhiannon Phillips, Associate Analyst for the Middle East and North Africa to discuss Tunisia's deepening political deadlock, which has recently come to a head, with President Kais Saied dismissing Prime Minister Hichem Mechichi and suspending parliament. The impact this governmental crisis has on the already stagnant policy will be significant, as Tunisia faces fresh waves of Covid-19 infections and mounting socio-economic strife. President Saied's actions could also threaten Tunisia's democracy, with the 2014 constitution at the heart of the crisis.
Patrick is an Associate Analyst working in Data & Analytics at EY who found trouble finding a career position after graduating from Penn State during Covid. Today he talks about some of his strategies for finding a career and sheds light on what it was like to find a job Covid.
In our latest podcast, Alex Parsons, Lead Analyst for the Americas is joined by Eloise Scott, Lead Analyst for the Middle East and Africa and James Hannan, Associate Analyst for Americas, to discuss the presidential elections in Iran. Iranian elections held on 18 June are almost certain to return a hard-line president, allowing hardliners and conservatives to consolidate their power over the country and its institutions. This podcast explores how the polls might affect Iran's internal affairs and ongoing nuclear talks with the other JCPOA signatories and wider regional dynamics.
On this special episode, we have the pleasure of welcoming Insight Providers Charles Macgregor, Leonard Law, and Trung Nguyen of Lucror Analytics. The analysts go over high-yield picks in the Indonesian and Indian markets, focusing on names that Lucror covers and outlining their high-conviction "Buy" ideas. This episode's presentation can be found here: https://skr.ma/ZK4u7Crv4Pw26sRd8 Charles Macgregor is an industry veteran with over 35 years of experience. As Head of Asia, he is responsible for the Asian credit research product at Lucror, which he joined in 2013. Previously, he had worked for Deutsche Asset Management, where he was Head of Credit Research, Asia-Pacific and Co-Chair of their Global Credit Methodology Committee. He also worked at Moody's, where he was a Senior Credit Officer and a member of their New Instruments Committee and Symbols & Definitions Committee. Follow his work: https://skr.ma/eo2AP5v6VsRmWYcD9 Leonard Law covers a portfolio of Chinese and Indonesian high-yield corporate credits. Prior to joining Lucror in 2017, he was an Associate Analyst with Moody's Investors Service for three years, responsible for credit analysis and research. Follow his work: https://skr.ma/CKFZpohb6GzTFfH77 Trung Nguyen is responsible for covering high-yield companies in the Southeast Asia region. He joined Lucror in 2013 from ST Asset Management, a credit investment arm of Temasek Holdings, where he spent over six years in investment research and portfolio management. Follow his work: https://skr.ma/1pHREyj8z5QDLRLE9
What will Cuba be like without a Castro at the helm? Join Charles Hecker and Claudine Fry for a conversation with in-house expert Alan Zamayoa about the outlook for Cuba now that Raúl Castro, brother of former Cuban President Fidel Castro has stepped down and handed power over to President Miguel Díaz-Canel. Alan Zamayoa is an Associate Analyst for the Americas at Control Risks’ Global Risk Analysis practice, based in Mexico City. Read the article here.
Join Federico Saleri for a discussion about the increasing threat of ransomware attacks and the unprecedented alignment of threat actors' capability and intent. Federico Saleri is a Consultant and a member of the Online Solutions team, Joseph Buckley is the Senior Analyst leading Control Risks' cyber threat intelligence analysis activities in London, Felix Manig is an Associate Analyst in Control Risks' global cyber threat intelligence team in London and Mark Fawcett is is a Senior Consultant in Control Risks' cyber security team and is responsible for running the cyber incident response services across Europe and Africa. Subscribe wherever you listen to your podcasts.