Podcasts about emerging markets

Investing in any market can feel daunting — but it doesn't have to. In this episode of The Bid, host Oscar Pulido sits down with Jim Cramer, investor, author, and host of Mad Money, to explore what it really takes to build wealth and confidence over time.Cramer's latest book, How to Make Money in Any Market, continues his mission of empowering everyday investors to take control of their financial futures. From lessons learned running a hedge fund to insights from decades in media, Cramer's message is clear: you don't need to be a professional to succeed - you just need discipline, curiosity, and patience. From the birth of the “FAANG” concept to the story behind naming his dog Nvidia, Cramer shares personal stories that illuminate his broader philosophy — that investing is about persistence, not prediction. He and Oscar also discuss long-term trends in capital markets, the role of index investing, and why hope and participation remain central to a healthy investing mindset.This episode covers:· Why Cramer believes this is the right moment for a new playbook on investing.· The power of compounding and why saving regularly still works in today's capital markets.· How technology — from online research to tools like ChatGPT — has transformed access to information.· Why he encourages investors to “do the homework” or choose a diversified index approach if they can't.· His pyramid-style investing framework: build positions slowly, remove emotion, and let time work for you.· What he's learned from mistakes, like overconfidence or losing faith too soon.· How curiosity, observation, and understanding the “craft” can help investors find opportunities all around them.Key timestamps in this episode:00:00 Introduction to Investing with Jim Cramer00:50 Jim Cramer's Journey and New Book02:37 The Importance of Saving and Investing04:12 How to Analyze Stocks and Develop Market Strategies06:10 Jim's Investment Ethos and Practical Advice19:16 Personal Insights and Lightning Round21:57 Conclusion and Next Episode PreviewMad Money, Investing in any market, Stock market trends, Capital markets, Long-term investing, Financial education, Retail investors, Compounding, AI investingThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Im 50.000 € Double-Digit Dividend Depot mache ich heute den nächsten Core-Schritt: BPCR (BioPharma Credit) verlässt das Kernportfolio, dafür kommt das IncomeShares Silver Plus Yield ETP neu hinein – mit monatlicher Ausschüttung und einer Ziel-Ausschüttungsrendite um 10 %. Vor dem Kauf gibt's einen fokussierten Marktcheck (S&P 500, Emerging Markets, STOXX Europe 600, EUR↔USD), ein Update zur Dividendenentwicklung (u. a. Global Select Dividend 100 / All-World Yield) und die Einordnung, warum Covered-Call-Bausteine in Phasen höherer Volatilität die Cashflows stabilisieren.Das Projekt verfolgt ein klares Ziel: rund 10 % Ausschüttungsrendite p. a. mit möglichst monatlichen Cashflows – also etwa 5.000 € pro Jahr bei 50.000 € Depotvolumen. Die Konstruktion bleibt breit diversifiziert und in Teilen unkorreliert (Aktien, Anleihen, Edelmetalle, Optionsstrategien), sodass das Einkommen auch in schwierigeren Marktphasen verlässlich fließt und das Rendite-/Risikoprofil insgesamt robuster wird.Im heutigen Video erkläre ich, warum BPCR im Core nicht mehr perfekt passt (Alternatives-Charakter) und wie das IncomeShares Silver Plus Yield ETP als Edelmetall-Baustein Upside-Partizipation ohne aggressiven Cap mit monatlichen Payouts kombiniert. Danach schauen wir ins Depot: Ausschüttungen der letzten Wochen (u. a. Covered-Call-ETFs, EM-Bonds, MLPs, EuroStoxx 50 CC) und der Blick auf Gold & Silber – nicht als All-in-These, sondern als Diversifikationsmotor. Zum Schluss: Verkauf BPCR, Kauf IncomeShares Silver Plus Yield – inklusive Order, Ausführung und Reinvest der Cashflows.Mein 10 % Dividende-Depot setze ich in hier um: https://tinyurl.com/4et4a624 (Partner-Link)Bei Freedom24 profitiert ihr von: ✅ Echter persönlicher Ansprechpartner (alleinstellungsmerkmal) ✅ Echter Options und Anleihe Handel (Seltenheit) ✅ Schnellerer Professioneller Status (für US-ETFs)

Amid shifting global market currents, investors are reassessing where the most compelling opportunities lie beyond the US. Shifts in earnings trajectories, valuation dispersion, and evolving policy signals are reshaping the risk-reward across regions and asset classes, prompting a fresh look at how to balance exposures. On this episode of Disruptive Forces, Anu Rajakumar sits down with Maya Bhandari, CIO, Multi-Asset, EMEA and co-chair of Neuberger Berman's Asset Allocation Committee, to explore how these dynamics could be expressed in diversified, multi-asset portfolios. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. Philanthropic Services are provided as a courtesy and are for informational and discussion purposes only. Neuberger Berman is not acting in a fiduciary capacity or recommending any specific philanthropic or charitable activities and recipients of Philanthropic Services should consult their own tax or legal advisors before implementing any such activities. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC. © 2025 Neuberger Berman Group LLC. All rights reserved.

Extreme weather is intensifying, and funding for adaptation measures remains a challenge. Emerging markets face growing economic and credit risks given limited resilience and insurance protection.  In this new video podcast ahead of the COP30 meeting in Belém, Brazil, our Moody's experts discuss whether innovative private and multilateral finance are the answers to bridging the gap.Watch the full episode at: moodys.com/sustainable-finance Host: Colin Ellis, Head of Centre for Credit Research, Moody's Ratings Guests: Rahul Ghosh, Global Head of Sustainable Finance, Moody's Ratings; Marie Diron, Global Head of Sovereign and Sub-Sovereign Risk, Moody's Ratings Related Research:Environmental Risk – Global – Strong water management increases economic resilience to physical climate risk 27 Oct 2025Environmental Risk – Global – Adaptation can support credit strength, but faces race to keep up with climate risks 22 Sep 2025 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience — and opportunity — in global portfolios.In this episode of The Bid, host Oscar Pulido speaks with Alex Brazier, Global Head of Investment & Portfolio Solutions, and Navin Saigal, Head of Global Fixed Income for Asia Pacific. Joining from Singapore, they share on-the-ground insights into how investor sentiment, policy divergence, and portfolio positioning are evolving across the region.Alex explains how investors' appetite for risk has returned — with the strongest demand for equities and alternatives now coming from APAC. Navin highlights why Asia's fixed income markets have outperformed this year, as conservative fiscal policy and lower inflation have driven steady yields and strong demand. Together, they unpack what these shifts mean for APAC markets investing and global diversification.Sources: BlackRock Investor Survey, September 2025Insights include:· How global investors are reallocating toward Asia Pacific assets· Why policy divergence between the U.S. and Asia is creating opportunities in fixed income· The growing appeal of short-duration bonds and local-currency exposure· How correlations between the U.S. dollar, equities, and bonds are shifting· The renewed focus on gold and liquid alternatives as portfolio diversifiersKey moments in this episode:00:00 Introduction to Global Market Trends00:32 Focus on Asia's Market Dynamics00:51 Insights from Investment Experts01:53 Investor Sentiments and Diversification05:01 Opportunities in Asia's Fixed Income Markets07:25 Equity Market Opportunities11:03 Currency Risk and Hedging Strategies13:55 Challenges in Asia Pacific Investments16:05 Diversification Beyond Traditional Assets19:22 Looking Ahead: Market Predictions for 202521:53 Conclusion and Upcoming Episodes Check out this playlist to learn more about tariff volatility and global markets: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI

Today we are posting a bonus episode recorded by our friends over at Transition Security Project. In this fascinating discussion, former Macrodose guests Laleh Khalili and Thea Riofrancos are joined by Stephen Semler, co-founder of Security Policy Reform Institute, and Ilias Alami, Assistant Professor in the Political Economy of Development at the University of Cambridge, to discuss how Western military industrial complexes are threatening the climate transition.Transition Security Project is a new research centre founded jointly by Common Wealth and the Climate and Community Institute, focused on developing alternative approaches to security and collaborating with trade unions on just transition plans for the military industry.Find their work here: https://transitionsecurity.orgChair:* Laleh Khalili is Director of the Centre for Gulf Studies at the University of Exeter, where she researches empire, extractivism and maritime trade. Her books include Sinews of War and Trade, Extractive Capitalism and Heroes and Martyrs of Palestine. Laleh is a fellow of Transition Security Project.Speakers:* Stephen Semler is the co-founder of Security Policy Reform Institute, a think tank that works to align US foreign policy with working-class interests. He is an expert at Forum on the Arms Trade and writes for the Quincy Institute, Security in Context and his newsletter, Polygraph. Stephen is a fellow of Transition Security Project and the author of a forthcoming essay on the class politics of the military industrial complex.* Thea Riofrancos is Associate Professor of Political Science at Providence College, where she works on resource extraction, climate crisis and the global energy transition. She is the author of Extraction and Resource Radicals. Thea is Strategic Co-Director of Climate and Community Institute, which cohosts Transition Security Project.* Ilias Alami is Assistant Professor in the Political Economy of Development at the University of Cambridge, where he writes about state capitalism, geopolitics, and the green transition. He is the author of The Spectre of State Capitalism and Money, Power and Financial Capital in Emerging Markets. Ilias is a fellow of Transition Security Project and the author of a forthcoming essay on AI, imperialism and resource conflicts.Khem Rogaly, Patrick Bigger and Lorah Steichen from Transition Security Project offer brief responses to each speaker. https://www.common-wealth.org⁠

Das neue Kinderdepot von Scalable Capital ist live – und Tobias Kramer spricht mit Christian W. Röhl (Chief Economist Scalable Capital) über smarte Vermögensbildung für Kinder und natürlich auch Erwachsene: Von NV-Bescheinigung und Freibeträgen bis zu ETF-Strategien mit MSCI ACWI, MSCI World ex USA, Emerging Markets und Small Caps. Dazu: das Scalable-Feature „Taschengeld“ (ETF-Gebühren-Rückerstattung & Reinvest), Scalable Wealth fürs automatische Rebalancing und die Frage, wie man das Depot wirklich einfach, breit und kostengünstig aufsetzt, egal in welchem Alter. Anhand eines Beispielplans (Kindergeld, Startgeschenk, 8 % p. a.) diskutieren die beiden, wie schnell aus vielen kleinen Beträgen sehr viel Geld werden kann – und was rechtlich wichtig ist (das Geld gehört dem Kind). Außerdem: Update zu SoftBank und der Stop-Taktik von Tobias. Inhalte & Highlights - Kinderdepot: Einrichtung, Besonderheiten bis 18, rechtliche Punkte (Eigentum, verdeckte Schenkung vermeiden). - Steuern optimieren: NV-Bescheinigung, Sparer-Pauschbetrag, Sonderausgabenpauschale – Freibeträge richtig nutzen (auch per Rebalancing). - Kosten drücken: 200 Xtrackers & iShares ETFs ohne Gebühren + „Taschengeld“ (gebührenfrei besparen & quartalsweise Reinvest). - Portfolio-Rezepte: Basis: MSCI All Country World (ACWI) als One-Click-Lösung. 2-ETF-Mix („Zwei Nasen tanken super“): ACWI + MSCI World ex USA zur Reduktion des US-Gewichts. Feinjustierung: Emerging Markets (Asien) & MSCI World Small Cap als Satelliten. Scalable Wealth fürs Kind: automatisches Rebalancing, einfache Umsetzung, keine Zusatzkosten bis 18. - Praxis: Sparraten (z. B. Kindergeld), Rebalancing-Zeitpunkte, Entsparen & FIFO, warum einfach > kompliziert ist. - Bonus: SoftBank-Case – warum Tobias Teilgewinne systematisch sichert. © adorum publishing GmbH 2025

In this episode, ⁠Nick Rohatyn⁠ – Founder & CEO of ⁠The Rohatyn Group⁠ – speaks with ⁠Duncan Wales⁠, CEO of ⁠Tellimer⁠, about the opportunities for EM in investment diversification. They unpack how shifting global politics and macro trends are pushing allocators beyond a U.S.-heavy stance, why EM now calls for a multi-asset approach to investing (spanning local and hard-currency debt, equities, and private markets), and how growing local participation and reconstruction cycles are reshaping risk, liquidity, and returns across EM.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠– Emerging Markets, Connected. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit ⁠⁠⁠⁠Tellimer.com⁠⁠⁠⁠. 

On the latest edition of the FT Adviser podcast, senior investment editor David Thorpe chats to F&C investment trust manager Paul Niven, Arbuthnot Latham head of investment research Peter Doherty and Ashoka White Oak emerging markets investment adviser Loong Lim about the prospects for the emerging markets asset class after a strong year of performance in 2025. Hosted on Acast. See acast.com/privacy for more information.

Miroslav Kalousek vystudoval Vysokou školu chemicko-technologickou v Praze, kde získal titul inženýra. Působil jako náměstek ministra obrany, později byl poslancem a předsedou KDU-ČSL. V roce 2009 spoluzaložil stranu TOP 09, v jejímž čele stál do roku 2017. Dvakrát zastával funkci ministra financí, kdy prosazoval rozpočtovou odpovědnost a reformy veřejných financí. V roce 2008 byl mezinárodním časopisem Emerging Markets oceněn jako ministr financí roku pro rozvíjející se evropské ekonomiky. Po odchodu z politiky se věnuje veřejnému působení a médiím. V tomto díle Štěpán Křeček s Miroslavem Kalouskem diskutují o úpadku české politické scény a o tom, co dnes motivuje lidi vstupovat do politiky. Následně se věnují procesu vyjednávání o státním rozpočtu a pravidlům rozpočtové odpovědnosti, která by měla zajistit dlouhodobě udržitelné hospodaření státu. V závěru rozhovoru rozebírají plánovaný schodek rozpočtu pro příští rok a jeho možné dopady na českou ekonomiku. Celý díl najdete na Herohero a Forendors.

Why is USDT so sticky across emerging markets? Paolo Ardoino explains that Tether doesn't rent distribution — it owns it.

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos GM und Coca-Cola haben starke Zahlen und deutliches Plus. Philip Morris hat starke Zahlen und deutliches Minus. Warner Bros. hat zwei Interessenten und will verkauft werden. Beyond Meat fliegt zum Mond, Friedrich Vorwerk hat Rekord und Netflix enttäuscht. Die Emerging Markets legen 2025 ein starkes Comeback hin. Aber, was steckt im MSCI Emerging Markets? Viel Tech und viele große Firmen. Klingt nach MSCI World? Nicht ganz - denn die Bewertung ist deutlich niedriger. Diesen Podcast vom 22.10.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Investors' shift to investing globally is only growing. It is growing, most notably at this point, in the Emerging Markets, and particularly in China. According to a recent Outlook report from Fidelity International in London, the story for equities across the world has proper momentum behind it. Though certain countries may be waxing and waning in terms of valuations, the push to invest outside of America chimes with calls that parts of the U.S. equity trade are getting bit long in the tooth. With a view from the European heights to address this moment, Fidelity Investment Director, Tom Stevenson joins this episode. Recorded on October 6, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

From Dallas Uber Rides to Uganda Motorcycles: How One Partnership Is Transforming African MobilityJoin host Henry Kaestner as he sits down with Jared Fulks, co-founder of PureFlow, for an inspiring conversation about building Kingdom businesses in emerging markets. From four consecutive Uber drivers from different African countries in Dallas to empowering thousands of motorcycle taxi drivers in Uganda, this episode reveals how God orchestrates divine appointments in everyday moments and business ventures alike.Discover how PureFlow started with just six motorcycles and $6,000 in a small Ugandan town and has grown into a hospitality-focused finance company serving thousands. Jared shares powerful lessons about the value of partnership born from prayer, the unexpected advantages of tier-two and tier-three cities, and why sometimes the best place to test a business idea isn't Silicon Valley—it's Africa.Key Topics:Divine appointments: Four African Uber drivers in 24 hours and what they reveal about staying spiritually presentStarting with six bikes: How Colin emptied his savings and received 250 applications in 24 hoursPartnership as a "God idea": Why prayer preceded partnership and the power of detailed operating agreementsTier-two and tier-three city advantages: Building trust and community away from capital citiesHospitality over finance: Reframing PureFlow as a hospitality business that creates places people want to return toLow-cost probes in Africa: Testing 100 ideas with a fraction of what it costs in the U.S.Living remotely while building locally: Managing a Uganda-based business from Atlanta through intentional engagementThe football club strategy: Winning tournaments as customer acquisition and brand buildingPressing the gas: Why not to subsidize yourself with philanthropy too soonNotable Quotes:"Partnership is not a good idea. It's a God idea. It is woven into the fabric of how we were created. Nobody would argue that we're created for people. And so why would we assume any different?" - Jared Fulks"If the business collapsed tomorrow, and it all just failed, which I hope it doesn't, I don't think it will. But if it did, the thing that I would take away most would be not the amazing people we've been able to hire, the thousands and thousands of people we serve, but it truly is the friendship and the brotherhood that I have with him." - Jared Fulks"Start with where you are, with what you have... He lost $6,000. Like to most people listening to this podcast, it's not gonna kill you to lose $6,000." - Jared Fulks

Tune in for a performance update and outlook for emerging market equities. We also explain the thinking behind CIO's recent upgrade of Emerging Market equities, along with Mainland China and the China tech sector. Plus, thoughts on key risk events and opportunities outside of China to be mindful of. Featured are Xingchen Yu, Emerging Markets Strategist Americas, & Laura Smith, Investment Specialist, UBS Chief Investment Office. Host: Daniel Cassidy

Viele Anlegerinnen fragen sich: Wieviele ETFs brauche ich eigentlich? Sollte ich zwei verschiedene MSCI World ETFs kaufen? Oder doch lieber Emerging Markets oder den DAX dazunehmen? Wie kann ich die Schwankungen in meinem Depot sinnvoll reduzieren? Antworten auf diese Fragen gebe ich in dieser Folge. Kostenfreier Live Online Workshop: https://workshop.katharinadauenhauer.com/?el=podcast Kostenfreier Entnahme- und Rentenlückenrechner: https://entnahmerechner.katharinadauenhauer.com/?el=podcast Kostenfreies Erstgespräch: https://katharinadauenhauer.com/terminbuchung/?el=podcast Instagram: https://www.instagram.com/katharinadauenhauer/ Youtube: https://www.youtube.com/channel/UCaSuRObrglpQchBiIfKXwsg Katharina ist Expertin für Vermögensaufbau und Finanzen. Nach einer Bankausbildung bei einer deutschen Großbank und einem Studium der Wirtschaftspädagogik leitete sie über viele Jahre an einer Berufsschule für Banken, Immobilien und Versicherungen den Fachbereich Wirtschaft und war lange als Prüferin im IHK-Prüfungsausschuss für Bankkaufleute tätig. Einen Ausgleich für ihre langjährige Tätigkeit in der Finanzwelt findet Katharina in ihrer Tätigkeit als Yogalehrerin und Lifecoach. Heute lebt sie in Garmisch-Partenkirchen und auf Mallorca und begleitet Menschen auf ihrem Weg in die finanzielle Unabhängigkeit und Freiheit.

In this episode:Key findings from the Q3 2025 Market Intelligence ReportWhy asset dispersion is narrowing and what that means for diversificationWhere our models see strength—select metals, emerging markets, and durationThe implications of a neutral dollar and extended U.S. equitiesHow we're positioning portfolios for selective exposure and flexibilityReferenced in this episode:Dantes Outlook Market Intelligence Report (Q3 2025)Substack: https://dantesoutlook.substack.comLearn more: https://dantesoutlook.com 

For the first time in five years, emerging market equities are outperforming their developed market peers. But what's driving this rally? Interestingly enough, this boom is driven by a rather small number of stocks, mainly located in North Asia.In this episode of the Beyond Markets podcast, Nenad Dinic, Emerging Market Equity Strategist and Manuel Villegas, Next Generation Research Analyst, discuss with Ayako Lehmann why emerging market equities are having this strong run, to what extent developed markets are highly dependent on AI components coming from Asia and whether the usual commodities and macro factors that used to be the key drivers of EM equities have lost their importance or not and what this all means when it comes to diversifying a global portfolio.(00:11) - Introduction (00:54) - What drove past emerging markets equity rallies? (01:48) - What exactly has changed now? (03:02) - Is Asia matching the U.S. AI boom? (05:36) - Will Asia soon lead AI markets? (08:16) - Where is the U.S. & China story going? (11:07) - Will the shift in EM from commodities to tech remain? (16:12) - Is portfolio diversification with EM still relevant? (21:40) - Do we remain constructive on AI globally? (24:40) - Closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next.With recent headlines in OpenAI from its $100bn Nvidia investment to its release of Sora, this special in-depth episode of The Bid brings together highlights from across our conversations with BlackRock experts to trace the arc of AI's evolution: its origins, today's massive infrastructure build-out, the unprecedented power demand it creates, its adoption across industries, its geopolitical stakes, and what lies ahead for investors.Key themes:The history and milestones that shaped AI as an investment themeThe massive infrastructure and capital fueling the AI build-outWhy AI's energy demands could reshape global power consumptionHow AI adoption is boosting productivity and changing workAI as a geopolitical competition between nationsWhat the exponential future of AI may bring for marketsKey moments in this episode:00:00 Introduction to a reflection on AI00:20 The Evolution of AI: From Theory to Practice00:56 The Investment Landscape of AI01:45 Historical Milestones in AI05:08 The Build-Out Phase of AI Infrastructure07:25 Energy Demands of AI09:43 Adoption and Transformation of AI10:57 AI in Geopolitical Competition12:09 The Future of AI: Layers of Opportunity16:16 Conclusion and Investor InsightsCheck out this playlist to learn more about AI investing: https://open.spotify.com/playlist/1rt6kLl0fzg9D7puEkAupq

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy's 3rd Quarter of 2025.

What does it take to operate a waste management company in a market where you have to compete with a dump site fee of just one dollar per ton? In this episode, Daniel Paffenholz from Taka Taka Solutions details the realities of building an integrated waste management and recycling company in Kenya. He explains the immense challenge of scaling in a heavily fragmented and informal market, where you must compete against hundreds of other operators. We discuss the entire operational flow, from collection and sorting at their material recovery facility. Daniel describes the economic pressures of operating without gate fees and the strategic necessity to move beyond simple recycling into value-added compounding to build resilience against global market shifts. Recorded on site in Nairobi, this episode provides a ground-level view of the complexities and strategic decisions involved in the waste management industry in an emerging market.

I'm back with a new season of Emerging Markets Today.This year, I'll explore how technology and innovation grow where infrastructure, regulation, and creativity meet — from fintech and ride-sharing to digital identity and trade.Each episode brings real stories and insights from people building the future of emerging markets.The first episode, Ride-Sharing Strategy in Emerging Markets, drops later this week. You'll be able to watch it on Spotify or Substack.Subscribe on emergingmarketstoday.substack.com to get new episodes and insights straight to your inbox.

Gold and bitcoin are in the spotlight again - and for good reason. In this special narrative format episode of The Bid, host Oscar Pulido weaves together expert insights from previous Bid episodes to explain why interest in gold and bitcoin is rising now and what investors should consider before treating them as portfolio diversifiers.You'll hear from BlackRock experts about gold's enduring role and how growth fears, geopolitics, the U.S. dollar and real interest rates shape demand; and about bitcoin's design - digital assets, blockchain, cross-border payments - and engineered scarcity, plus the reality of cycles and operational considerations and how both can fit into a portfolio alongside traditional holdings.Check out the previous episodes in full:133. The Next Gold Rush - original air date June 16th 2023: https://open.spotify.com/episode/7IWodwijM5Ybq1QvwOQBkw161. Crypto Currency Decoded - original air date Jan 19th 2024: https://open.spotify.com/episode/6Rcxfg9rci1ZXniqRKbtRp?si=HnSkLmPsTyeSrK2LXLbwVAKey moments in this episode00:00 Introduction: Gold and Bitcoin in Focus02:14 The Role of Gold in Portfolios02:58 Gold's Relationship with Economic Factors05:49 Gold as a Diversifier and Inflation Hedge09:02 Transition to Bitcoin: Digital Scarcity09:42 Understanding Bitcoin and Digital Assets12:19 Bitcoin's Volatility and Market Cycles13:37 Bitcoin's Growing Accessibility15:30 Comparing Gold and Bitcoin as Diversifiers17:11 Conclusion: Preparing Portfolios with Gold and BitcoinFeatured experts:Gargi Pal Chaudhuri —Chief Investment & portfolio Strategist (gold)Robbie Mitchnick — Head of Digital Assets (bitcoin & blockchain)Samara Cohen — Global Head of Market Development for BlackRock , and formerly Chief Investment Officer, ETF and Index Investments (bitcoin)Jay Jacobs — U.S. Head of Equity ETFs (portfolio construction)Sources: CFA Institute report "Gen Z and Investing: Social Media, Crypto, FOMO, and Family," May 2023; Coin Metrics, as of Aug. 2023. Bitcoin predominance based on its market cap of $530B which accounts for 50% of the total market cap of all crypto-assets excluding stable coins; The Global Findex Database 2021 identifies opportunities for increasing financial inclusion, July 2022; CoinGecko, as of Jan. 2. 2023. Bitcoin predominance based on its market cap of $860 billion, which accounts for 51% of the $1.7 trillion total market cap of all cryptoassets, excluding stablecoinsgold; bitcoin; diversification; portfolio diversifiers; real interest rates; U.S. dollar; central bank buying; stagflation; digital assets; blockchain; cross-border payments; fixed supply; volatility; correlation; ETFs; access & integration; risk management; rebalancing; inflationThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Gold surges past US$4,000. Tech valuations swing. Emerging markets rise as supply chains shift east. Are KGI’s “ACE” pillars - Alternatives, Credit, and Elite Stocks - still winning in 2025? Bryan Low, Head of International Wealth for Singapore at KGI, joins Michelle Martin to unpack opportunities driven by the AI boom, shifting geopolitical risks, emerging markets and the resilience of REITs in income portfolios. See omnystudio.com/listener for privacy information.

Episode 97 – Stop Working In the Business: Start Leading It | The Frustrated CEO PodcastAre YOU the bottleneck in your business?In the final episode of our Growing Up Your Business series, Patrick and Patsy dive into one of the most critical (and most frustrating) leadership challenges: making the shift from working in the business to working on it.If you're a CEO or leader who's constantly caught in the weeds—answering questions, solving problems, and putting out fires—this episode is your wake-up call.You'll learn:✅ Why over-involvement stunts organizational growth✅ How stepping back actually increases your team's capacity✅ A simple 5-step roadmap to scale sustainably: Pause, Assess, Stabilize, Align, and LeadPlus, hear a powerful reminder that might just change how you lead:Growth follows maturity—and maturity begins when you choose to lead differently.

VettaFi's Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Ex China ETF (VEXC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on political turbulence in the US, France and Japan, and considers whether the structural drivers behind the rising gold price can support continued gains. This podcast was recorded on 8 October 2025 and is hosted by Harry Brooks. All data is sourced from LSEG as at 7 October 2025 unless otherwise stated. For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future. Securities mention for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.

In this episode, we will look into how 22 U.S. states may already be in a recession and what it could mean for you. Today's Stocks & Topics: Copart, Inc. (CPRT), Market Wrap, The Progressive Corporation (PGR), Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn, Where to Invest?, Trailing Stops, Fair Isaac Corporation (FICO), Emerging Markets, Atlassian Corporation (TEAM), Bank of America Corporation (BAC), JPMorgan Chase & Co. (JPM), Mercado Libre, Inc. (MELI).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Radhika Das, IFN Journalist, interviews Alisher Djumanov, Founder and Managing Partner, AD Wealth Family Office, on asset allocation in Sukuk and Islamic instruments, and the growth of Islamic finance in emerging markets.

There may be a potential long-term shift in global investment flows-- driven by a combination of a weaker dollar and cooling global inflation. Today's Stocks & Topics: Elastic N.V. (ESTC), Market Wrap, Power Solutions International, Inc. (PSIX), Sprott Gold Equity Investor (SGDLX), Pfizer Inc. (PFE), Organon & Co. (OGN), Emerging Markets are Finally Rallying, CommScope Holding Company, Inc. (COMM), How to Navigate the Market, Americold Realty Trust, Inc. (COLD), Eastman Chemical Company (EMN).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

James Fletcher is the founder of Ethos Investment Management, based in Salt Lake City. He has over 19 years of investing in Emerging Market and was previously Director and Senior Portfolio Manager of the $1billion EM Small and Mid-cap fund at APG Asset Management. Our conversation starts with the seeds that started James's passion for Emerging Markets – an extended stay in Brazil, where he learned to speak Portuguese and was entirely immersed in the brands and consumer culture of the dynamic country. This led to a hunger to uncover what is less well known about regions under the Emerging Markets umbrella, and we dive in to this – including the unique, research driven, approach that the team takes at Ethos. We also refer to the origins of the name – it defines both their approach to investment management and portfolio construction as well as the ethos of the companies they invest in – companies committed to their mission, with honesty and integrity.We move then another passion – James is also the founder of Young Investors Society (www.yis.org). Young Investors Society has become a leading global Financial Literacy organization teaching financial literacy and long-term investment skills to high-school students in over 1,000 high-schools across the world. We hear about lives changed and the impact felt by giving an opportunity to thousands of young people and about the power of lighting the spark for investing. With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its clients.

My guest today is Daniel Izzo, co-founder and CEO of Vox Capital – Brazil's first impact investing firm.When Vox launched in 2009, the term "impact investing" barely existed in Latin America. There was no roadmap, just a few people who believed business could do more than serve the top of the pyramid.Daniel teamed up with Kelly Michel, co-founder of Artemisia, an accelerator for social entrepreneurs. Kelly introduced him to Antonio Ermírio de Moraes Neto, a young investor from one of Brazil's most prominent business families. Together, the three launched Vox Capital.When Vox began in 2009, few understood what they were trying to do – and fewer believed in it. “People thought it was cute... crazy... or got angry at us.” The infrastructure wasn't there. Most investors ignored 85% of the population outside their own social class. Daniel understood why – but he also knew what they were missing.His team wasn't avoiding Brazil's social challenges, but solving them. They focused on early-stage companies that could scale – businesses built for scarcity, but still desirable for all.The breakthrough came from the results. Their second fund proved returns were possible – over 30% IRR – and suddenly, the skepticism began to fade. Today, Vox manages over $300 million across VC, credit, and real estate – all aiming to unlock opportunity for Brazil's low-income communities.They invested early in a medical education company that slashed the cost of specialist training from $10,000 to $1,000 and made it available online. They also backed Latin America's leading ventilator maker, years before COVID hit. When the pandemic overwhelmed Brazil's hospitals, that company supplied over 80% of the ventilators procured by the Brazilian government during the crisis.But Vox isn't just about writing checks. They take board seats, offer strategic advice, connect founders with new markets, and help navigate major crises.Today, they're leaning into catalytic capital, reforestation, regenerative agriculture, and environmental finance – the next frontier for impact.In Brazil, where deforestation and unsustainable land use drive climate damage, Daniel sees a huge long-term opportunity. Not just to earn returns, but to restore ecosystems.When I asked him what he'd fix with a magic wand, he went straight to mindset. “It'll only be good for everyone, when it's really good for everyone.” He believes ultra-wealthy families have a responsibility to mobilize their capital for collective survival.This is a conversation about what it takes to build in a place where the challenges are complex, the urgency is real, and the opportunity is bigger than most people realize. Daniel makes the case that the next era of capital won't just be about returns – it'll be about restoration, resilience, and responsibility.Tune in.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Vox Capital website- Daniel Izzo LinkedIn- The Fortune at the Bottom of the Pyramid: Eradicating Poverty Through Profits

Onze gast heeft zijn mening wel klaar over dat vermeende AI-bubbeltje waar men wijdverspreid over spreekt. 4 miljard euro aan omzet, 8 miljard dollar verlies dit eerste half jaar. Maar ondertussen alvast een biljoen dollar aan deals de hoogoven in smijten. Dát maakt OpenAI een luchtkasteel, zegt hij. Maar ja: het is nou ook weer niet zo dat er niks is gepresenteerd op die developer day die het bedrijf van Sam Altman hield. Spotify aansturen met je stemgedreven chatbot, -eindelijk- die afspraken je agenda in spreken, een stuurprogramma voor camera's maken met puur je stem, ja, zelfs 'apps voor volwassenen' (kuch) zouden binnenkort mogelijk zijn als OpenAI even zijn leeftijdsverificatie op orde krijgt. Okay, alle apps en alles op het internet moet dus langs ChatGPT, vindt Sam. En iedereen moet ze programmeren met zijn AI-programma Codex. Maar waar zitten de verdienmodellen voor al deze foefjes? En wie wíl dat eigenlijk? Verder bespreken we opkomende markten. Want met een dalende dollar en overheidsschulden die van Washington tot Parijs tot Tokyo de lucht in schieten, kijken beleggers niet alleen naar goud (nieuw recordje vandaag) maar ook naar opkomende markten. De MSCI index, met al dat moois buiten je ontwikkelde economieën, steeg met 28 procent dit jaar. Arend Jan heeft dubbel pijn: hij gaf wel het advies erin te beleggen, maar liet het zelf na. Tot slot een excuus. We hebben het weer over Tesla gehad. Daar was dan ook wel reden voor, na al dat sluikse gedoe op X gisteren en de zogeheten grote aankondiging van vandaag. Want tja: een goedkope model Y, stut dat niet enkel de verkoop die wegvalt nu de belastingvoordeeltjes in de VS wegvallen? En hoe kán het eigenlijk dat een dalende verkoop wordt beloond met nieuwe all-time highs? AJ surfte lekker mee. Toch een beetje spanning.See omnystudio.com/listener for privacy information.

Retirement confidence is under pressure. While younger generations are entering the workforce with optimism, the latest Read on Retirement report reveals troubling gaps between savers, plan sponsors, and retirees. Only 38% of employers believe their employees are on track, and confidence among retirees has dropped to historic lows.In this episode of The Bid, host Oscar Pulido speaks with Jamie Magyera, Head of BlackRock's U.S. Wealth Advisory and Retirement Business, about the findings from a decade of retirement data. Together, they explore what's driving the confidence gap and the bold actions needed to close it.Jamie highlights three calls to action for the retirement industry: expand access to professional management, deliver guaranteed income solutions, and broaden portfolios to include private markets. She also underscores the need for education and re-enrollment so savers fully benefit from these innovations. With retirement confidence at a crossroads, this episode offers both a reality check and a roadmap for plan sponsors, policymakers, and individuals alike.Sources: BlackRock's Read on Retirement Survey, September 2025Key insights include:· Why retirement savers' confidence often outpaces employers' assessment, and what this paradox reveals.· How target date funds and auto-enrollment are making retirement saving easier and more effective.· Why guaranteed income solutions are increasingly vital to ensure retirees don't outlive their savings.· The growing importance of private markets in delivering long-term returns and diversification alongside public markets.· Differences across generations and genders in retirement confidence — and how advice and professional management can help bridge gaps.· How market volatility, student debt, and competing financial priorities continue to challenge long-term savers.Timestamps:00:00 Retirement Confidence at a Crossroads01:59 Key Findings and Confidence Gaps in the latest Read on Retirement Report04:40 Calls to Action for Retirement Preparedness08:39 Generational Differences in Retirement Planning10:35 Gender Gaps in Retirement Confidence12:12 Challenges and Future of Retirement Planning16:50 Personal Reflections and Advice18:36 Conclusion and Final ThoughtsCheck out episode 225 on retirement planning where we discuss what new legislation could mean for your retirement account: https://open.spotify.com/episode/4mH8LyNQFsYSV0bxEH1NGU?si=ed429467800b4617Check out this playlist on investing for retirement here: https://open.spotify.com/playlist/08Fx1iZaBwLclqpswIbjUq

Emerging markets are having a moment, and Kevin T. Carter discusses the changing dynamics catalyzed by the Deepseek AI announcement. He thinks China tech stocks are still undervalued and have more bullish potential ahead. Kevin turns to India, calling it a “perfect emerging market:” scale, growth, demographics and “incredible human capital” and its digital infrastructure have made its long term prospects look “quite good.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In the US, stocks just notched record highs thanks to the tech rally. That is despite an ongoing government shutdown. Meantime, emerging markets are facing challenges from political risks in South America to Asia's slowdown under tariffs. For more insights, we turn to Jeff Grills – Head of EM Debt at Aegon Asset Management. We go to Japan, where the country will get its second prime minister in just over a year when the ruling Liberal Democratic Party holds a leadership election this weekend. The new leader will replace outgoing Prime Minister Shigeru Ishiba, who was forced to resign after a historic upper house election loss in July. For more, we heard from David Boling, Eurasia Group Director for Japan and Asian Trade. Boling spoke to Bloomberg's Shery Ahn and Avril Hong on the Asia Trade. See omnystudio.com/listener for privacy information.

Ted speaks with Tom Catalano of Springpoint Group. They discuss the role of an owner's representative in the construction industry, emphasizing the importance of building productive teams, setting clear goals, and maintaining strong client relationships. He addresses common misconceptions about owner reps, the challenges of craftsmanship in construction, and the evolving market trends, particularly in high-demand areas like the Mountain West. Catalano also shares insights from his experiences with tech clients and the value of curiosity and continuous learning in his role.TOPICS DISCUSSED01:05 Introduction and Understanding Owner Representation02:50 The Growth of Springpoint Group05:50 Misconceptions About Owner's Reps07:00 The Role of Owner's Reps in Project Success12:30 Building Productive Teams14:50 The Importance of Fairness and Accountability17:50 Navigating Client Expectations19:30 Coaching Clients to Success21:40 Transforming Client Relationships23:30 The Ideal Client: Trust and Joy25:00 The Power of Referrals26:00 Maintaining a Positive Work Environment28:20 The Importance of Expertise29:00 Succession Planning and Evolving Roles32:30 Craftsmanship Across Regions38:00 The Trade Skills Gap40:00 Organic Growth in Business42:20 Unexpected Career Paths43:45 Lessons from Tech Clients51:00 Emerging Markets in Real Estate CONNECT WITH GUESTTom CatalanoWebsiteLinkedInInstagramKEY QUOTES FROM EPISODE"No is a powerful word.""We have a no asshole policy.""No idea is a bad idea."

Alejo rejoins the podcast to discuss why the Fed's current rate-cutting cycle is so important for emerging market investors. We then highlight compelling opportunities across emerging market equities, fixed income, and currencies. Plus, a review of key risks to consider. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley's Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, why mobile-first nations are fertile ground for stablecoins, how governments and banks are wrestling with this shift, and where she sees the next big opportunities across EM and innovation. Enjoy! __ Follow Amy: https://www.linkedin.com/in/amyoldenburg/ Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (04:06) How Emerging Markets Are Embracing Crypto (06:34) Stablecoins Transforming Emerging Economies (10:30) VanEck Ad (11:13) Banks vs Stablecoins (13:28) Hottest Trends Across EMs (17:00) Innovation 3.0 in China & EMs (17:39) VanEck Ad (18:19) Innovation 3.0 in China & EMs (20:41) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

In the weeks since Chinese President Xi Jinping announced the new Global Governance Initiative (GGI) during a speech at the SCO summit in Tianjin, Beijing's propaganda apparatus has been working overtime to build support for the new plan, particularly in Africa, Latin America, and other developing regions. The GGI is the latest in a series of Chinese global initiatives that also focus on development, human rights, and security, which it's using to stake a larger claim for international leadership at a time when the U.S.-led system is collapsing. Brian Wong, an assistant professor at Hong Kong University and a leading scholar on Chinese global governance, joins Eric to discuss what Beijing is hoping to accomplish with the GGI and its other governance initiatives. SHOW NOTES: Routledge: Moral Debt: Defending a New Account of Reparative Justice by Brian Wong Hong Kong University Press: Towards a Future for BRICS+ edited by Heiwai Tang and Brian Wong  JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH: www.projetafriquechine.com | @AfrikChine JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

My guest today is Nick O'Donohoe CMG – former CEO of British International Investment, co-founder of Big Society Capital, and one of the early figures to frame impact investing as a financial discipline.Nick spent nearly three decades in global banking – first at Goldman Sachs, then at JPMorgan, where he rose to become Global Head of Research.When the crisis hit in 2008, Nick left JPMorgan to explore whether finance could be used to serve people who had never been served by it at all.That search took him to Bellagio, where the Rockefeller Foundation had gathered a small group of investors, philanthropists, and bankers to explore a new idea – something that would eventually become known as impact investing.Nick brought a small research team – and the ability to put JPMorgan's name on something. He offered to write a report explaining what impact investing could be: who it was for, how it might work, and why it mattered.That report – Impact Investments: An Emerging Asset Class – was the first of its kind. It gave the idea a name, a structure, and a platform. For the first time, the field became legible – to banks, to investors, and to the wider world.A few years later, he left banking to co-found Big Society Capital (now known as Better Society Capital) with Sir Ronald Cohen. Their mission was to use dormant assets to back the UK's social sector.Big Society Capital backed early-stage social enterprises, co-founded intermediaries, and pushed for legal structures that could attract blended capital.In 2017, Nick became CEO of CDC Group – later British International Investment – the UK's development finance institution. His mandate: deploy billions in public capital into emerging markets, while balancing risk, return, and development goals.Under his leadership, BII invested in solar and wind, hospitals, digital connectivity, agribusiness, and venture capital. Most of that capital flowed into Africa, South Asia, and parts of the Caribbean.He also launched the Catalyst Portfolio – where expected returns were zero or even negative. He introduced an Impact Score to measure social and environmental outcomes with the same rigor as financial ones.During his time at BII, over 60% of the portfolio went into African countries. He believes capital needs to be structured differently to reach the people and places that need it most. That's where development finance has to step in – to fill the gaps the market won't touch on its own.Now Nick is about to start as a Senior Fellow at the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School, where he'll be focused on what comes next.If I had to sum up our conversation in one word, it would be risk – financial, political, and moral. But we talked about much more.Tune in to hear from Nick O'Donohoe firsthand.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Nick O'Donohoe CMG LinkedIn- British International Investment website- Impact Investments: An Emerging Asset Class

Daniel discusses our Overweight in EM Local Currency Government Bonds and the key drivers of this asset classSpeaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

While many emerging markets have been outperforming the U-S this year, many investors might still be missing the biggest opportunities yet-to-come.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of Impact Quantum, we beam into the heart of France's quantum revolution with special guests Sabine Mehr, Chief Quantum Projects Officer at GENCI, and Félix Givois, Quantum Computing Projects Engineer. Join hosts Candace Gillhoolley and Frank La Vigne as they unravel how France is building a vibrant, government-backed quantum ecosystem—powering everything from photonic quantum processing units and neutral atoms to national strategies that foster collaboration across startups, academia, and industry. Discover how public-private partnerships fuel innovation, why France is betting on a diverse range of quantum technologies, and what all this means for the future of high-performance computing and industry disruption worldwide. Whether you're quantum curious or deeply invested in the field, this episode is your ticket to understanding France's bold ambitions and the collaborative energy setting Europe apart in the quantum space. Grab your virtual croissant and get ready to launch into the next wave of tech transformation!LinksGENCI - https://www.genci.fr/enQuantum Sales Playbook - https://amzn.to/3KJPhJY Timestamps00:00 French HPC Agency Overview06:21 "Quantum Computing Initiatives Discussed"08:46 Advancing Quantum Tech Commercialization11:07 Diverse Tech Investment Strategy15:35 Paris Region Quantum Initiative Progress19:38 Thriving Software Ecosystem Expansion23:09 Quantum Computing: Future and Speculation24:49 Quantum-AI Challenges and Delays28:22 European Quantum Computing Collaboration Network30:30 Connecting Quantum and HPC Communities33:38 "Emerging Markets in New Revolution"39:05 "Quantum Computer Emulation Benefits"40:45 Public-Private Quantum Collaboration Trends46:28 Diverse Solutions in Quantum Computing47:46 Excited About France's Startup Scene50:39 Selling Quantum: Focus on Outcomes

ETFs are at the center of how investors are navigating today's rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are built.In this special Ask Me Anything edition of The Bid, host Oscar Pulido sits down with Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, to answer questions submitted by listeners. Together, they explore the evolving ETF landscape and how investors can better position themselves in a volatile world. Jay also highlights the link between AI and infrastructure - noting that advances in artificial intelligence require massive investments in electricity, real estate, and supply chains. For investors, the message is clear: today's portfolios must capture both enduring themes and defensive strategies.Key insights include:The “be, beat, modify” equity framework for building portfolios: how core ETFs provide efficiency, active and thematic ETFs can aim to outperform, and outcome-oriented strategies offer risk management.Why factor investing (quality, value, momentum) demands a more tactical, systematic approach in 2025.The growing role of active ETFs as investors seek new sources of alpha in an era of lower expected returns.Why diversifying beyond U.S. equities and addressing concentration risk from mega-cap tech is increasingly important.How megaforces like AI, geopolitics, and infrastructure demand are reshaping equity markets and long-term investing themes.The role of gold and Bitcoin as portfolio diversifiers and monetary alternatives beyond traditional stocks and bonds.Timestamps00:00 Introduction to Investor Interests in 202500:20 Ask Me Anything: Meet Jay Jacobs, U.S. Head of Equity ETFs at BlackRock01:14 Understanding Equity Markets: Be, Beat, and Modify04:00 Factor Exposures and Economic Environments05:57 Geographical Diversification in Portfolios07:54 The Role of Thematic Investing09:58 Active ETFs vs. Mutual Funds13:40 Exploring Alternative Asset Classes: Gold and Bitcoin15:32 Conclusion and Final Thoughts

Jay Pelosky notes that the market's continual new highs haven't given much room for investors to get back into the market after taking gains. He also talks about how analysts are still raising their estimates for earnings and the market. “It's all about the earnings,” Jay emphasizes, and “forward earnings projections are pretty robust.” He also sees opportunities abroad, particularly in emerging markets and commodities with miners leading the way.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Our Head of India Research Ridham Desai and leaders from Morgan Stanley Investment Management Arjun Saigal and Jitania Kandhari discuss how India's promising macroeconomic trajectory and robust capital markets are attracting more interest from global investors. Read more insights from Morgan Stanley.----- Transcript ----- Ridham Desai: Welcome to Thoughts on the Market. I'm Ridham Desai, Morgan Stanley's Head of India Equity Research and Chief India Equity Strategist. Today, the once in a generation investment opportunities Morgan Stanley sees in India. Joining me in the studio, Arjun Saigal, Co-Head of Morgan Stanley Investment Management at India Private Equity, and Jitania Khandari, Morgan Stanley Investment Management, Head of Macros and Thematic Research for EM Public Equity. It's Tuesday, September 23rd at 4pm in Mumbai. Jitania Kandhari: And 6:30am in New York. Ridham Desai: Right now, India is already the world's fourth largest economy, and we believe it's on track to becoming the third largest by the end of this decade. If you've been following our coverage, you know, Morgan Stanley has been optimistic about India's future for quite some time. It's really a perfect storm – in a good way. India has got a growing young workforce, steady inflation, and is benefiting from some big shifts in the global landscape. When you put all of that together, you get a country that's set up for long-term growth. Of course, India is also facing pressure from escalating tariffs with the U.S., which makes this conversation even more timely. Jitania, Arjun, what are the biggest public and private investment opportunities in India that you'd highlight. Jitania Kandhari: I'd say in public equities there are five broad thematic opportunities in India. Financialization of savings and structurally lower credit costs; consumption with an aspirational consumer and a growing middle-class; localization and supply chain benefits as a China +1 destination; digitization with the India stack that is helping to revolutionize digital services across industries; and CapEx revivals in real estate and industrials, especially defense and electrification. Arjun Saigal: I will just break down the private markets into three segments. The first being the venture capital segment. Here, it's generally been a bit of hit or miss; some great success stories, but there've also been a lot of challenges with scale and liquidity. Coming to the large cap segment, this is the hundred million dollars plus ticket size, which attracts the large U.S. buyout funds and sovereign wealth funds. Here target companies tend to be market leaders with scale, deep management strength, and can be pretty easily IPO-ed. And we have seen a host of successful PE-backed IPOs in the space. However, it has become extremely crowded given the number of new entrants into the space and the fact that regional Asia funds are allocating more of their dollars towards India as they shift away from China. The third space, which is the mid-market segment, the $50- to $100 million ticket size is where we believe lies the best risk reward. Here you're able to find mid-size assets that are profitable and have achieved market leadership in a region or product. These companies have obvious growth drivers, so it's pretty clear that your capital's able to help accelerate a company's growth path. In addition, the sourcing for these deals tends to be less process driven, creating the ability to have extended engagement periods, and not having to compete only on price. In general, it's not overly competitive, especially when it comes to control transactions. Overall, valuations are more reasonable versus the public markets and the large cap segment. There are multiple exit routes available through IPO or sale to large cap funds. We're obviously a bit biased given our mid-market strategy, but this is where we feel you find the best risk reward. Ridham Desai: Jitania, how do these India specific opportunities compare to other Emerging Markets and the developed world? Jitania Kandhari: I will answer this question from two perspectives. The macro and the markets. From a macro perspective, India, as you said, has better demographics, low GDP per capita with catchup potential, low external vulnerability, and relatively better fiscal dynamics than many other parts of the world.It is a domestic driven story with a domestic liquidity cycle to support that growth story. India has less export dependency compared to many other parts of the emerging and developed world, and is a net oil importer, which has been under pressure actually positively impacting commodity importers. Reforms beginning in 2017 from demonetization, GST, RERA and other measures to formalize the economy is another big difference. From a market standpoint, it is a sectorally diversified market. The top three sectors constitute 50 percent in India versus around 90 percent in Taiwan, 66 percent in Brazil, and 57 percent overall in EM. Aided by a long tail of sectors, India screens as a less concentrated market when compared to many emerging and developed markets. Ridham Desai: And how do tariffs play into all this? Jitania Kandhari: About 50 percent of exports to the U.S. are under the 50 percent tariff rate. Net-net, this could impact 30 to 80 basis points of GDP growth.Most impacted are labor intensive sectors like apparel, leather, gems and jewelry. And through tax cuts like GST and monetary policy, government is going to be able to counter the first order impacts. But having said that, India and U.S. are natural partners, and hence this could drag on and have second order impacts. So can't see how this really eases in the short term because neither party is too impacted by the first order impacts. U.S. can easily replace Indian imports, and India can take that 30 basis point to 50 basis points GDP impact. So, this is very unlike other trade deals where one party would have been severely impacted and thus parts were created for reversals. Ridham Desai: What other global themes are resonating strongly for India? And conversely, are there themes that are not relevant for investing in India? Jitania Kandhari: I think broadly three themes globally are resonating in India. One is demographics with the growing cohort of millennials and Gen Z, leading to their aspirations and consumption patterns. India is a large, young urbanizing population with a large share in these demographic cohorts. Supply chain diversification, friend-shoring, especially in areas like electronics, technology, defense, India is an integral part of that ecosystem. And industrials globally are seeing a revival, especially in areas like electrification with the increased usage of renewables. And India is also part of that story given its own energy demands. What are the themes not relevant for investing in India is the aging population, which is one of the key themes in markets like North Asia and Eastern Europe, where a lot of the aging population drivers are leading to investment and consumption patterns. And with the AI tech revolution, India has not really been part of the AI picks and shovels theme like other markets in North Asia, like Korea, Taiwan, and even the Chinese hardware and internet names. Globally, in selected markets, utilities are doing well, especially those that are linked to the AI data center energy demand; whereas in India, this sector is overregulated and under-indexed to growth. Ridham Desai: Arjun, how does India's macro backdrop impact the private equity market in particular? Arjun Saigal: So, today India has scale, growth, attractive return on capital and robust capital markets. And frankly, all of these are required for a conducive investment environment. I also note that from a risk lens, given India being a large, stable democracy with a reform-oriented government, this provides extra comfort of the country being an attractive place to invest. You know, we have about $3 billion of domestic money coming into the stock market each month through systematic investment plans. This tends to be very stable money, versus previously where we relied on foreign flows, which were a lot more volatile in nature. This, in turn, makes for some very attractive PE exits into the public markets. Ridham Desai: Are there some significant intersections between the public and private equity markets? Arjun Saigal: You know, it tends to be quite limited, but we do see two areas. The first being pre-IPO rounds, which have been taking place recently in India, where we do see listed public funds coming into these pre-IPO rounds in order to ensure a certain minimum allocation in a company. And secondly, we do see that in certain cases, PE investors have been selectively making pipe investments in sectors like financial services, which have multiple decade tailwinds and require regular capital for growth. Unlike developed markets, we've not seen too many take private deals being executed in India due to the complex regulatory framework. This is perhaps an area which can open up more in the future if the process is simplified. Ridham Desai: Finally, as a wrap up, what do you both think are the key developments and catalysts in India that investors should watch closely? Arjun Saigal: We believe there are a couple of factors, one being repeat depreciation. Historically this has been at 2.5 to 3 percent, and unfortunately, it's been quite expensive to hedge the repeat. So, the way to address this is to sort of price it in. The second is full valuations. India has never been a cheap market, but in certain pockets, valuations of listed players are becoming quite concerning and those valuations in turn immediately push up prices in the large ticket private market space. And lastly, I would just mention tariffs, which is an evolving situation. Jitania Kandhari: I would add a couple more things. Macro equilibrium in India should be sustained – as India has been in one of the best positions from a macroeconomic standpoint. Private sector CapEx is key to drive the next leg of growth higher. Opportunities for the youth to get productively employed is critical in development of an economy. And India has always been in a geopolitical sweet spot in the last few years, and with the tariff situation that needs some resolution and close monitoring. All of this is important for nominal growth, which ultimately drives nominal earnings growth in India that are needed to justify the high valuations. Ridham Desai: Arjun, Jitania, thank you both for your insights. Arjun Saigal: Great speaking with you Ridham. Jitania Kandhari: Thank you for having us on the show. Ridham Desai: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Jennifer Taylor, Head of Emerging Market Debt and Senior Portfolio Manager at State Street Investment Management, for a timely and insightful discussion on the current state of EM debt. Jennifer shares her career journey from early roles in hedge funds to leading sovereign debt strategies, offering valuable perspective on how emerging markets have evolved—and why they continue to present compelling yet complex opportunities for institutional investors.   The conversation explores why State Street Investment Management takes a beta-first approach to emerging market debt, emphasizing diversification across sovereign issuers and efficient benchmark exposure. Jennifer explains the differences between sovereign and corporate EM debt, discusses the role of U.S. policy as a dominant market driver, and shares how her team helps clients customize exposures based on unique constraints and objectives. This episode is essential listening for insurance investment professionals looking to better understand one of the most dynamic areas of global fixed income.

Infrastructure investing is no longer a niche play — it's at the center of today's global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of growth.Host Oscar Pulido sits down with Balfe Morrison, Head of Listed Infrastructure Strategies, to explore the golden age of infrastructure investing. From data centers powering artificial intelligence to pipelines driving energy security and railroads transforming transportation, infrastructure is proving to be one of the most durable and exciting asset classes in capital markets today.Sources: FTSE Russell as at 29 August 2025, FTSE Global Core Infrastructure 50/50 Index; U.S. Department of Energy report via Lawrence Berkeley National Laboratory Dec 2024; “Data Centers Drive Up Electricity Demand, Causing Concern for GridOperators” Institute for Energy Research 2024; “Greenhouse Gas Emissions from the Coming Wave of US Natural Gas Transmission Pipelines”, June 2025, CEEA; Assessing the U.S. Power System's Ability to Support Data Center Growth, Schneider Electric June 2025; Amazon Q2 2025 Earnings Call;

Exploring the nuanced reality of stablecoins in emerging markets with The Flip Founder Justin Norman. To get the show every week, follow the podcast ⁠⁠⁠⁠here⁠⁠⁠⁠. In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Sam Ewen are joined by Justin Norman, Founder of The Flip, to dive deep into his new documentary series and explore the nuanced, on-the-ground reality of stablecoins. From the complex legal gray areas in Argentina to the surprising role crypto plays in Bolivia's economy, Justin shares what he's learned from people around the globe who depend on stablecoins. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes. - This episode was hosted by Jennifer Sanasie and Sam Ewen.