Podcasts about emerging markets

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

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

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

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.

Emerging markets have had a strong showing so far in 2025. But is the allure of growth and diversification worth the risk?On this episode of the Friends With Money podcast, Money's Tom Watson is joined by Hugh Lam, investment strategist at Betashares, to take a deep dive into the world of emerging markets.01:24 Defining emerging markets04:48 Opportunities in emerging markets07:12 Risks in emerging markets08:34 The place of emerging markets in a portfolio12:50 Recent performance of emerging markets15:30 China and India: Key markets19:00 Investment optionsfriendswithmoney #tomwatson #hughlam #investing #emergingmarketsListen on Apple PodcastsListen on SpotifyMoney WebsiteYouTube Podcast PlaylistEmail Us: podcast@moneymag.com.auGet stories like this in our newsletter: bit.ly/3GDirbR

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.

Hannes van den Berg – Co-Head: SA Equity & Multi-Asset, Ninety One SAfm Market Update - Podcasts and live stream

Is now the right time to explore emerging market debt? Get the latest insights from our experts as they discuss the outlooks, opportunities, and risks for this dynamic asset class.

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.

Jose Manuel Silva is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago.  He has worked in finance for most of his career.  Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on those topics starting first with his background and path into investment management. Before moving to the opportunity set in Latin American markets today, we trace the evolution of the Chilean market as a backdrop to Jose Manuel's career, and note the growth (from scratch) of an institutional investment landscape, a disciplined fiscal framework and an maturing trade network. We dive then into the current economic outlook for the region, noting the improved monetization of natural resources and the diversification of trading partners, diluting reliance on single trading partners and impact from the current tariff regime. Touching on other topics we discuss the maturing of the institutional investor landscape, the stock market picks in the region. Why we made this? Latin America is a diverse collection of countries each with their own distinct dynamics and risks, and is often bucketed with other Emerging Markets. We wanted to speak to embedded experts to reveal distinct aspects of these markets that may challenge the conventional wisdom.  Why we think you will find it interesting? Jose Manuel Silva has in-depth on-the-ground experience in Latin American financial markets and knowledge spanning their evolution and outlook. He notes dynamics that we often overlook as external onlookers, and his insights can help to enrich our perspectives on the region.This is a replay of the first episode of our Latin American Voices series. 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.

A decade on from the Paris Agreement, COP30 in Brazil is shaping up to be the implementation COP. For investors, this means not only understanding the risks of inaction but also seizing the opportunities that climate and nature-based solutions present. In this episode, Tamsin Ballard, Chief Initiatives Officer at the PRI, speaks with Wendy Walford, Head of Climate and Nature Risk at Legal & General and Policy Track co-lead for the Net Zero Asset Owner Alliance, about why institutional investors are engaging in the UN climate negotiations and what they hope to achieve Wendy Walford explains how Legal & General integrates climate and nature considerations into decision-making and why COP30 represents a pivotal moment. She highlights the role of private finance in achieving the Baku to Belém Roadmap commitment of mobilising $1.3 trillion for emerging and developing economies. The conversation explores why investors must be at the table, how alliances can amplify their voice, and why policy stability is the linchpin to unlock large-scale capital flows.Detailed coverageWhy COP30 matters to investors: Climate is a systemic risk that directly affects portfolios. Investors need to understand policy outcomes to align long-term allocations.The $1.3 trillion roadmap: COP29 in Baku highlighted the necessity of private finance in scaling investment into emerging markets. COP30 will test how barriers to this ambition can be addressed.Opportunities and risks: Mobilising finance offers huge upside in renewable energy, adaptation, and nature-based solutions, but investors also face volatility: FX risk, and limited data.Investor expectations for COP30: Calls for stable, long-term policy environments, signals to boost confidence, and frameworks to unlock investable opportunities in climate and nature.Nature-based solutions: From sovereign debt-for-nature swaps to carbon markets, innovative instruments are emerging but require multistakeholder cooperation and supportive regulation.Amplifying investor voices: Alliances like the Net Zero Asset Owner Alliance provide a collective voice that ensures investor needs are heard in negotiations.The responsibility of investing: Long-termism is essential — balancing short-term returns with the duty to build resilient, sustainable portfolios for future beneficiaries.Chapters00:43 – Why COP30 matters to investors02:19 – Legal & General's role and the Net Zero Asset Owner Alliance05:23 – Why engage with UN climate negotiations?06:04 – The Baku to Belém Roadmap and $1.3 trillion finance goal08:44 – Barriers and risks in emerging markets11:06 – Opportunities vs. resilience in climate investing14:37 – Key asks for COP30 outcomes15:57 – Nature-based solutions and innovative financing18:18 – Investor expectations for government action20:10 – Practical advice for engaging with the COP process23:49 – What is the responsibility of investing?Read more about the PRI's Road to COP30 programme and buy your tickets to PRI in Person at https://www.unpri.org/sustainability-issues/climate-change/the-road-to-cop30Find out more about the NZAOA at https://www.unepfi.org/net-zero-alliance/Keywords responsible investment, COP30 Brazil, PRI podcast, Legal & General, Net Zero Asset Owner Alliance, climate finance, systemic risk, Paris Agreement, Baku to Belém Roadmap, emerging...

In this episode of the Rainmaker Podcast, Gui Costin sits down with Daniel Duncan, Managing Director of Business Development and Client Services for Seafarer Capital Partners, for an in-depth conversation about building a differentiated emerging markets manager distribution plan, navigating the U.S. investment professional landscape, and scaling relationships with institutional investors. Daniel, with decades of experience in global emerging markets, shares how his background managing complex distribution landscapes informed his approach to building credibility with multiple client types centered on expertise, integrity, and long-term relationships.At Seafarer, Daniel emphasizes the firm's commitment to long-term alignment with investors, particularly institutions such as Multi-Family Offices, Large RIAs, Endowments, and Retirement Consultants. He explains how the firm maintains high-touch relationships, providing detailed reporting, market insights, and ongoing communication to ensure investors are informed and confident in the firm's strategies. Daniel notes that trust and credibility are central to capital formation, and building those relationships requires consistency, responsiveness, and integrity.A major theme of the episode is how Daniel communicates about Seafarer's efforts to differentiate itself in a competitive market. The firm's team combines deep technical expertise in emerging market equities with a disciplined, research-driven process to identify mispricings and relative value opportunities globally. Daniel explains that this combination – what Seafarer would describe as its disciplined active management approach - embody Seafarer's aim to deliver consistent, risk-adjusted returns while providing investors with a clearly articulated investment philosophy.Daniel also shares insights into the firm's culture and leadership. He stresses the importance of hiring talented, curious, and disciplined professionals, fostering an environment where team members can challenge assumptions and contribute to decision-making. This collaborative approach enables Seafarer to operate nimbly while maintaining rigorous investment standards.Finally, Daniel offers guidance for young professionals entering the investment world: focus on mastering the fundamentals, develop a global perspective, and prioritize building trust and credibility in every interaction. This episode provides actionable insights for fundraisers, portfolio managers, and investors seeking to navigate the complexities of global investing with discipline and integrity.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

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;

Emerging markets play an essential role in global supply chains, providing much of the food, raw materials, and labor that keep the world running. But they also face unique challenges: fragmented systems, limited infrastructure, and volatile economies. At the same time, these regions hold immense potential for innovation, resilience, and growth if their logistics systems can adapt to meet rising pressures from climate change, geopolitical shocks, and shifting consumer demands. In this episode, we're joined by Dr. Chris Mejía, Founder and Director of the MIT Emerging Market Economies Logistics Lab (EMeL), along with Research Affiliates Dr. Edgar Gutierrez and Isabel Agudelo. They discuss the launch of this new lab at the MIT Center for Transportation and Logistics, its mission to strengthen supply chains across the Global South, and the human decisions that ultimately shape logistics outcomes. From the fate of mangoes in Ghana to cobalt in the Congo, the conversation reveals why emerging markets matter to everyone—and how building trust may be the biggest logistics challenge of all.

Sub-Saharan Africa needs a lot of investment to support its development, but high funding costs are a constraint. We'll explore the drivers of these costs and steps three of the region's largest economies – South Africa, Nigeria and Kenya – are taking to reduce their cost of capital.   Host: Colin Ellis, Head of Centre for Credit Research, Moody's Ratings  Guests: Christian Fang, Vice President - Senior Analyst, Moody's Ratings; Mik Kabeya, Vice President - Senior Credit Officer, Moody's Ratings  Related research:  Credit Conditions – South Africa, Kenya and Nigeria – Policy, market constraints keep borrowing costs high 15 Sept 2025 Sovereigns – Sub-Saharan Africa – Outlook stable as solid growth, fiscal consolidation mitigate financing constraints 16 Sept 2025Banks – Africa – Evolving fundraising sources and high yields will help banks navigate cost of foreign currency 17 Sept 2025Sovereigns – Sub-Saharan Africa – Low revenue and domestic savings underlie high debt cost in Sub-Saharan Africa 02 May 2025   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Emerging market debt remains an important area for investors seeking consistent income and diversification. Western Asset Management's Chris Kilpatrick, Portfolio Manager for the Western Asset Emerging Market Debt Fund (EMD), shares views on potential opportunities for investors, current market tailwinds and headwinds, and how emerging market debt can complement U.S.-centric portfolios.  A Franklin Templeton company, Western Asset Management is a leading global fixed-income manager with deep expertise across emerging markets.

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.

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.

What if your wealth strategy included passports, residencies, and investments across continents? In this episode, Ladisla Maurice, The Wandering Investor, shares how he built a global portfolio through emerging market real estate, second citizenships, and smart diversification. From property in Kenya and Colombia to Turkish citizenship by investment, discover how to protect your wealth and create a lasting legacy.   Key Takeaways To Listen For Why emerging markets often require flexibility beyond just real estate plays The #1 mistake foreign investors make in developing countries How to safely invest even in post-conflict African markets 3 markets that offer both returns and diversification benefits Where to find long-term global opportunities   Resources/Links Mentioned In This Episode Interactive Brokers® The Gulag Archipelago by Aleksandr I. Solzhenitsyn | Paperback   Avoid costly pitfalls with 12 Mistakes to Avoid When Investing in International Real Estate. This free eBook gives you on-the-ground insights to make smarter decisions and maximize your returns abroad. Sign up now to grab your copy at https://thewanderinginvestor.com/. Join thousands of investors reading Notes from the Road, The Wandering Investor's free newsletter packed with boots-on-the-ground insights on international real estate, residencies, and second citizenships. Sign up at https://thewanderinginvestor.com/private-list/   About Ladisla Maurice Ladisla Maurice is an international investor and the founder of The Wandering Investor, a platform that guides people on building diversified, global investment portfolios. With a background in private banking, Ladisla has spent over a decade traveling the world, investing in real estate, second residencies, and offshore banking opportunities across emerging markets. He specializes in helping investors gain exposure to undervalued assets while legally reducing taxes and increasing personal freedom. Through his blog, newsletter, and consultations, he shares practical, boots-on-the-ground insights from markets like Turkey, Colombia, Paraguay, and the Philippines.   Connect with Ladisla Website: The Wandering Investor LinkedIn: The Wandering Investor Facebook: The Wandering Investor Instagram: @thewanderinginvestor X: @wander_investor YouTube: The Wandering Investor   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

What does it mean to be an economist? It's something I have thought a lot about. I graduated from St. John's with a bachelor's degree in economics, and I have been fascinated by it ever since. But, through reading, networking, job interviews, and taking courses on other subjects, I've begun to lose sight of what exactly an economist is, or what they are supposed to do.If you work for a tech or logistics company, they hire economists to sort through data to help make better decisions. In this role, economists are more like data scientists. If you are just starting out at one of the Fed's branches, you are spending a lot of time coding. But economists aren't taught computer science. Many top-notch economics programs teach their students statistical methods that forecast outcomes, making these students more like weather forecasters than economists.I've also heard a lot of different perspectives on how economists should approach their work. We're supposed to think like auditors, architects, plumbers, or engineers. But, how can economists work like… economists?I think part of this is the change the discipline has gone through. Economics used to be a discipline that looked at a narrow set of indicators. Now, economics has merged with other disciplines. Behavioral economics comes from psychology, natural resource economics comes from environmental science, and health economics comes from the study of medicine. Heck, you can even take courses on agricultural or neuroeconomics.Needless to say, the role of an economist is one in flux, and for good reason. As Esther Duflo, a recent Nobel-winning economist, noted in a UK survey, only 25% of people trust the opinion of economists. One of the lowest among any other profession. And this is, in part, because the current understanding of economics is highly flawed, and, in my opinion, not applicable to the real world around.So today, I embarked on a mission to understand what economics education is like and how it can be improved. I'm hoping to turn this into a series or mini-series where I interview a host of economics professors to see how different universities approach their economics programs. For now, it may be a one-off episode, but I hope it continues. Dr. Gevorkyan received his bachelor's degree in international trade and finance from Louisiana State University, two master's in economics from The New School and Louisiana State University, and his Ph.D. in economics from The New School. He is an expert on Central Eastern Europe and the Former Soviet Union economies. He is the author of numerous journals and articles, as well as the author of two books: Transition Economies and Financial Deepening and Post-Crisis Development in Emerging Markets. He is a professor and Henry George Chair in Economics at St. John's University, as well as a member here at the Henry George School.Together, we discussed what the St. John's curriculum entails, why economists tend to defend current paradigms instead of discovering new ones, and what type of economist he wants his students to become. To check out more of our content, including our research and policy tools, visit our website: https://www.hgsss.org/

Chinese stocks are up sharply this year, along with stocks in other Asian emerging markets -- and the gains aren't coming only from tech. What is driving the rally, will it continue, and where should investors shop now? Barron's Senior Managing Editors Lauren R. Rublin and Ben Levisohn discuss the Asia-Pacific investment landscape with Roderick Snell, an Emerging Markets & Asia (Ex Japan) fund manager at Baillie Gifford. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why copper/gold and silver/copper ratios may be sending different signals this cyclePositioning ahead of the FOMC meeting in rates and FXDuration strategy during rate-cutting cyclesActive vs. passive performance in the bond marketElena Zeng on Chinese equities:Hong Kong momentum rebound vs. mainland lagRelative strength of China vs. EM equitiesDomestic liquidity, share buybacks, and foreign inflowsWhy China remains a tactical allocation, not a core holdingVisit us at DantesOutlook.comEmail Damanick@DantesOutlook.com to request a meeting

Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios.Host Oscar Pulido sits down with Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, live from the Future Proof Festival in Huntington Beach. Together, they discuss why prioritizing income over duration is the key theme in today's bond markets, and how investors can uncover opportunities across geographies and asset classes. Rick emphasizes the importance of dynamic, flexible portfolio construction. With fixed income yields at levels not seen in decades, investors now have the chance to rethink their allocations and position portfolios for long-term growth.Sources: BlackRock Fixed Income Q3 Outlook, Bloomberg as of Tuesday 9th September 2025Key moments in this episode:00:00 Introduction01:28 Rick Rieder's High Level Insights on Fixed Income Landscape02:04 Economic Forces and Investment Strategies02:56 Global Fixed Income: Opportunities and Risks06:51 Dynamic Asset Allocation and Portfolio Management12:12 Currency Views and Market Predictions13:49 Conclusion: Staying in the Game16:16 Outro and Next Episode on InfrastructureFixed income investing, Capital markets, Megaforces, Stock market trends, BlackRockThis 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 the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Find us at www.crisisinvesting.com In this episode, Doug discusses the shocking news of Charlie Kirk's assassination, the suspect's arrest, and the potential implications for U.S. politics. Doug also dives into an in-depth analysis of Trump's economic policies, comparing them to mercantilism and economic fascism, and explores their potential impact on the American economy. Lastly, Doug answers listener questions on buying small businesses, Argentina's economic outlook post-Miley elections, and his long-held dream of opening a 'Rick's Cafe Americaine'. 00:00 Introduction and Breaking News 00:14 Who Was Charlie Kirk? 02:57 Details of the Assassination 04:30 Speculations and Conspiracies 06:09 Potential Political Impact 12:05 Trump's Mercantilism Strategy 13:50 Economic Fascism Explained 24:53 The Role of Tariffs in Economic Strategy 27:50 Trump's Economic and Foreign Policies 30:01 Impact of Economic Policies on Standard of Living 32:39 Advice on Small Business Ventures 37:00 Argentina's Political and Economic Landscape 41:26 Opportunities in Emerging Markets 48:30 Concluding Thoughts and Farewell

A relatively tame US inflation reading combined with more signs of jobs cooling spurred a rally on Wall Street amid speculation the Federal Reserve will slash interest rates for the first time this year. The highly anticipated consumer price index showed that while inflation is still above the Fed's 2% target, it's not spinning out of control. Alongside that report came the usually noisy jobless-claims figures, which jumped to the highest in almost four years, emboldening bets policymakers will cut rates next week in an effort to counter a rapid slowdown in the labor market. We get the market views of Jim Craige, Co-Chief Investment Officer & Head of Emerging Markets at Stone Harbor Investment Partners.Plus - MSCI's gauge of Asian shares rose for a seventh day and neared a fresh record, after the S&P 500 and Nasdaq 100 indexes both climbed to fresh closing highs in New York. A gauge of global stocks also hit a new record. Contracts for US equities were little changed Friday. We get more perspective from Jun Bei Liu, Co-Founder and Lead Portfolio Manager at Ten Cap. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

Jonny Goulden, Anezka Christovova and Nora Szentivanyi discuss the latest market developments and their impacts for the EM fixed income asset class.   This podcast was recorded on 11 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5072575-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how record-breaking global energy demand and Texas's energy dominance are reshaping markets amid the AI revolution and shifting geopolitical dynamics. With the Energy Information Administration (EIA) projecting consecutive oil demand records of 103.7 million barrels per day in 2025 and 104.9 million barrels per day in 2026, Texas has emerged as the undisputed energy powerhouse, now producing 42% of US oil and 30% of US natural gas while generating $27.3 billion in state tax revenue and supporting over 1.3 million jobs.The Permian Basin continues to demonstrate remarkable productivity gains, delivering 20% more output using 40% fewer rigs compared to 2018-2019 levels through advanced data analytics and re-fracking technologies. This efficiency revolution has enabled Texas to account for 80% of US oil growth year-to-date while natural gas demand reaches record highs of 148.7 trillion cubic feet globally. Despite economic headwinds including record $18.4 trillion household debt and softening labor indicators, energy markets continue to show resilience with diesel demand up 4% and jet fuel climbing 5% year-over-year, reflecting continued industrial activity and travel recovery.Natural gas is rapidly becoming the critical infrastructure powering AI data centers and the digital economy, with hyperscalers increasingly turning to co-located natural gas generation for reliable 24/7 electricity. As geopolitical tensions create new energy partnerships between Russia and China through proposed pipelines capable of 5 billion cubic feet per day, and Europe relies on up to 75% of Texas LNG exports during peak periods, traditional energy resources prove foundational not just to current economic prosperity but to the future of automation, artificial intelligence, and global technological advancement.Episode Chapters0:00 Weakening U.S. Dollar & Interest Rates2:21 Growing Household Debt4:20 Emerging Markets & Supply Chains5:27 Growing Natural Gas Demand12:49 Growing Global Oil Demand16:51 Potential Weakening U.S. Economy18:33 Global Oil Supply21:27 China24:49 Europe29:55 Permian Basin 32:58 ADS Business Conditions Index34:33 Tech's Impact on Oil & Natural Gas Industry36:03 Texas Oil & Natural Gas Industry's Economic Impact 37:52 Next QuarterRecorded on Thursday, September 4, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.1:00 – Top trend: AI3:10 - Semiconductor supply chain8:00 – The auto industry and US tariffs10:30 – Domestic markets and differentiation13:30 – Real estate and construction15:35 – Focus on China20:50 – Deep dive on Mexico24:00 – Strong fundamentals in central Europe25:30 – A weaker USD and the end of US exceptionalism? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, my guest is Timothy Rann, Managing Partner of Mercy Corps Ventures. He leads what is likely the only venture capital fund in the world to have emerged from within a humanitarian NGO. When the fund was first created, Mercy Corps itself was a $600 million-a-year organization working in more than 40 conflict and climate-stressed countries.After years of building businesses in fragile markets such as Cambodia, Vietnam, and Afghanistan, he and his wife moved to Jakarta, where he was recruited to help launch what became Mercy Corps Ventures. The original idea was to create “the equivalent of Google X inside a nonprofit.”But that venture-building model proved too expensive. Tim and his team pivoted and convinced the board to let them invest directly in startups serving the Global South.From those beginnings, Mercy Corps Ventures has scaled into a family of four funds with more than 60 portfolio companies across Africa, Latin America, and Asia.Their first fund was evergreen, seeded by family offices and corporates, later joined by institutions like USAID and Proparco. It's already produced a unicorn and multiple exits.The second fund, now aiming for $50 million, focuses on climate adaptation and resilience.The third fund is the Venture Lab. It puts small grants behind frontier ideas – everything from anticipatory cash transfers to glacier restoration.And the fourth is a Web3 fund. Its purpose is simple: to test whether decentralized finance can lower costs and expand access in emerging markets. Mercy Corps Ventures has what they call a resilient future thesis. The idea is to back startups that help communities in emerging markets adapt to climate change and recover faster from shocks.Their thesis is built around three verticals:adaptive agriculture and food systemsinclusive fintechclimate-smart technologiesInstead of waiting years for perfect research to act on, they put capital to work now. They test what works and learn along the way. As Tim puts it, “We need to take as much impact risk as commercial risk within the realm”.It's this willingness to test, fail, and adapt that's helped MCV move from an experiment inside a nonprofit to one of the most innovative impact investors in the Global South today.In this interview, Tim talks about what it takes to back founders in fragile markets, why impact investing sometimes means taking risks no one else will, and why boring products like factoring can unlock climate resilience.Tune in to hear more about his remarkable journey.—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:

Emerging markets have had a stellar year so far. Axel Christensen, BlackRock Chief Investment Strategist for Latin America, shares the three key drivers we see powering returns and unpacks why selectivity across countries and sectors is key. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0925U/M-4802520

The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics.Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and Michael Gates, lead portfolio manager of BlackRock's target allocation models. Fresh from their interactions with technology leaders in San Francisco and Silicon Valley, Tony and Michael share their insights on the rapid advancements in AI, the efficiencies it brings to the economy, and the promising investment opportunities it unveils across various sectors.Key moments from this episode:00:00 Introducing AI's Unprecedented Investment Surge03:03 The Three Layers of AI Investment Opportunity08:21 AI's Impact on Labor and Services10:34 Exponential Growth and Humanoid Robots14:41 Quantum Computing and Cybersecurity18:48 Considering The Societal Impact and Future Outlook

Jose Manuel Silva, who is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago.  He has worked in finance for most of his career.  Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on those topics starting first with his background and path into investment management. Before moving to the opportunity set in Latin American markets today, we trace the evolution of the Chilean market as a backdrop to Jose Manuel's career, and note the growth (from scratch) of an institutional investment landscape, a disciplined fiscal framework and an maturing trade network. We dive then into the current economic outlook for the region, noting the improved monetization of natural resources and the diversification of trading partners, diluting reliance on single trading partners and impact from the current tariff regime. Touching on other topics we discuss the maturing of the institutional investor landscape, the stock market picks in the region. Why we made this? Latin America is a diverse collection of countries each with their own distinct dynamics and risks, and is often bucketed with other Emerging Markets. We wanted to speak to embedded experts to reveal distinct aspects of these markets that may challenge the conventional wisdom.  Why we think you will find it interesting? Jose Manuel Silva has in-depth on-the-ground experience in Latin American financial markets and knowledge spanning their evolution and outlook. He notes dynamics that we often overlook as external onlookers, and his insights can help to enrich our perspectives on the region. 

In this episode of The Property Profits Podcast with Dave Dubeau, Dave sits down with real estate developer and software founder Stash Geleszinski, who shares his journey from brokerage to acquisitions, and how he's rolling up his sleeves in emerging neighborhoods. Stash explains how he transformed a historic 1880s shell of a building into six modern apartments in Cincinnati's Camp Washington area. He breaks down the lessons he's learned from top developers, why “sexy bathrooms” actually matter, and how providing clean, safe, and well-managed housing pays off in strong rents and tenant demand. The conversation also dives into his role with Venture Real Estate Company, where he's spearheading acquisitions and leveraging relationships to source deals. Plus, Stash reveals how his innovative software platform, Needle, uses data and analytics to predict real estate transactions with up to 80% accuracy — helping both acquisitions teams and brokers stay ahead of the market.     - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Despite global trade uncertainties, emerging markets are gaining attention and sparking investor interest. Alexis Freyeisen, Senior Client Portfolio Manager, discusses the key factors driving these opportunities, from the transformative impact of technology to the importance of timing in this dynamic landscape. ©2025 Macquarie Group Limited [4783426]Relevant disclaimers and other information can be found here.

De MSCI Emerging Markets Index zit al meer dan een half jaar in de lift. Het is dan ook een ontwikkeling waar beide experts in deze aflevering van BeursTalk op aanslaan. Marc Langeveld van het Antaurus AI Tech Fund legt uit: "De dollar daalt in waarde, niet alleen ten opzichte van de euro, maar wordt ook goedkoper voor opkomende landen. Dat houdt de inflatie daar onder controle." Marc kijkt dan ook met interesse naar techbedrijven in Azië, maar ook in Latijns-Amerika. Koen Bender van Mercurius Vermogensbeheer is eveneens positief, ook vanuit het oogpunt van risicospreiding. "Wij hebben altijd al Emerging Markets in portefeuille gehad voor onze klanten. Dat hoort thuis in een goed gespreide portfolio. Je compenseert er ook de pijn van de zwakke dollar enigszins mee." Wat betreft het sentiment zijn beide experts voorzichtig. Naast de prestaties van bedrijven moet je tegenwoordig de geopolitieke ontwikkelingen ook goed in de gaten houden, het wordt complexer. Dat maakt het dan ook lastig, vinden Marc en Koen, om in dit klimaat harde uitspraken te doen over de ontwikkeling op de beurzen. Verder bespreken we in de podcast onder andere de cijfers van CVC Capital en Saleforce en de aanstaande beursgang van fintechbedrijf Klarna. Uiteraard bespreken we de luisteraarsvragen en geven de experts hun tips. Marc kiest een Amerikaans techbedrijf, Koen tipt een Japans concern. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week de ontwikkelingen op de energiemarkt en wat dat betekent voor beleggers in ETF's. Aan de ene kant moeten we omschakelen, tegelijkertijd zien we de vraag naar olie en gas nog steeds toenemen. VanEck heeft geen ETF die direct in oliemaatschappijen investeert, maar toch kun je bij VanEck terecht als op de toenemende vraag wilt inspelen. De VanEck Oil Services ETF belegt, de naam zegt het al, bedrijven die diensten verlenen aan de oliesector. Bij een toenemende vraag naar olie, profiteren die bedrijven er ook van. Uiteraard zullen de fossiele bronnen over een aantal decennia uitgeput raken. Vandaar de aandacht, ook van beleggers, voor alternatieve energiebronnen. Martijn legt uit dat VanEck ook voor die transitie klaar is. Zo kun je nu al beleggen in de VanEck Hydrogen Economy ETF en de VanEck Uranium and Nuclear Technologies ETF. Martijn vertelt je de ins en outs van beide producten. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: FIW - First Trust Water ETF, Market Wrap, III - Information Services Group Inc., Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.Our Sponsors:* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

Missouri State Treasurer Vivek Malek joins the conversation to discuss a growing nationwide push by financial leaders, more than 20 state financial officers, to urge the SEC to prohibit China-based firms from receiving special regulatory relief. As part of this broader effort, Malek has been a leading voice for reducing reliance on China in public finances. He successfully steered Missouri's pension fund toward divestment from Chinese investments, even prompting Vanguard to file for a new Emerging Markets ex-China ETF after his outreach and lobbying.  In addition, he's backed legislation banning investments in adversarial countries within Missouri's public retirement systems, echoing his commitment to safeguarding state funds from geopolitical risk

In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump's political influence on the Fed, the reality of U.S. fiscal policy, and how to think about global markets at this moment in time. We also dig into forward rate pricing, the TGA rebuild, and the role of commodities and crypto in a world of loose monetary and fiscal policy. Enjoy! __ Follow Alf: https://x.com/MacroAlf  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 (02:42) What's Happening with Monetary Policy? (07:46) What Fed Risk is the Market Pricing? (10:55) Bond Market & Fiscal Tightening (13:54) Understanding Changing Fiscal Impulse (14:51) VanEck Ad (15:34) Understanding Changing Fiscal Impulse (19:46) QE vs Fiscal Deficits (24:41) Impact of TGA Rebuild (29:27) Signal for Average Macro Traders (30:04) VanEck Ad (35:05) Investing in High Inflation & Growth (36:59) European Markets (40:31) US Dollar & Emerging Markets (43:54) Commodities Outlook (47:03) 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 Episode #118 of Geeks of the Valley, we sat down with Qin En Looi, Partner at Saison Capital. Backed by Credit Saison (Tokyo-listed, ~US$30B AUM), Saison has 100+ direct investments and 15+ fund investments across Asia and LATAM.We unpack why operator experience produces better investor how Qin En's time scaling Glints shaped his emphasis on distribution, sales, and practical due diligence. The conversation dives deep into embedded finance. Saison's playbook for pairing venture equity with tailored debt to de-risk lending-backed businesses, and the market signals that matter for India, Southeast Asia, Brazil and LATAM from eKYC and payment rails to regulatory openness. We close with a pragmatic look at web3 and digital assets: institutional tailwinds, realistic timelines, and how blockchain could become the new rails for moving money at internet speed.About Saison Capital: Saison Capital is an early-stage venture fund (pre-seed to Series B) focused on emerging markets, backing founders across fintech, commerce and web3. Backed by Credit Saison (Tokyo-listed, ~US$30B AUM), the team combines operating experience with flexible capital solutions—100+ direct investments and active fund-of-funds activity across Asia and LATAM—to help startups scale faster and more sustainably.About Qin En Looi: Qin En leads Saison's early-stage direct investments across fintech, commerce and web3, and he jumpstarted Credit Saison's digital-asset strategy. He co-founded ONCHAIN (Asia's first real-world-asset conference) and sits on the boards of Southeast Asian fintechs including Helicap and SkorLife. Prior to VC, Qin En was Co-Founder and COO of Glints, Southeast Asia's largest talent ecosystem (Series D), and has been recognised on Forbes 30 Under 30 and Entrepreneurs 27 Under 27.LinkedIn: linkedin.com/in/looiqinenWebsite: saisoncapital.com

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Oscar's final pick is unpacking the meaning and the power of capital markets.Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development?Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to explore the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning.Sources: “The Virtuous Cycle: The Global Potential Of Capital Markets” BlackRock, 2025Original episode aired May 9th 2025

Morgan Stanley Research looks at how changes in demographics, ownership, and distribution can boost tech adoption to revolutionize the global sports industry. Read more insights from Morgan Stanley.----- Transcript -----Cesar Medina: Welcome to Thoughts on the Market. I'm Cesar Medina, Morgan Stanley's Latin America Technology, Media, and Telecom Analyst. Today – we discuss what's driving the digital revolution in global sports. And what it means for fans as well as investors. It's Monday, August 11th, at 10am in New York.These days, watching a sporting event at home usually means streaming the big game on a large 4K HDR screen. Maybe even 8K for premium events. You might access real time stats from a supporting app or social media on a secondary device. Maybe even have a group chat with friends. But imagine a game with real-time personalized stats. Immersive alternate camera angles. Or even experiencing the match from a player's perspective—all powered by AI. These innovations are already being tested and rolled out in select leagues. Global sports generates half a trillion dollars in annual revenues. Despite all that cash, until very recently the industry was slow to embrace digital technology, lagging behind movies and music. Now that's changing – and fast.So, what's driving this transformation? Three powerful forces are closing this digital gap. One – younger, tech-savvy audiences demanding more immersive and personalized experiences. Two – new distribution models, with digital platforms stepping into the arena. And three – institutional investment, bringing capital and a push for modernization. You might ask – what does this all mean for fans, investors, and the future of entertainment? Let's start with fans. Today's sports fans aren't just watching—they're interacting, betting, gaming, and sharing. And younger fans are leading the charge. They are spending more time online and expect hyper-personalized content. They're more interested in individual athletes than teams, and they engage through social media, fantasy sports, and interactive platforms. Surveys show that fans under 35 are significantly more likely to spend money on sports if the experience is digital-first. Some leagues have seen viewership jump by 40 percent after introducing interactive features. Others are using AI to personalize content, boosting engagement and revenue. Digital transformation isn't just about watching games though—it's about reimagining the entire ecosystem. When it comes to live events, smart venues are using AI to adjust ticket prices based on weather, opposing team, and demand. Some are even using facial recognition for faster entry and purchases. Streaming platforms are making broadcasts more interactive, while combating piracy with predictive tech. As for engagement, fantasy sports, esports, and betting are booming. AI-driven platforms are helping fans make smarter picks—and spend more. Altogether, these innovations could boost global sports revenues by over 25 percent, adding more than $130 billion in value. While North America leads in monetization, Emerging Markets are catching up fast. In India, Brazil, and the Middle East, for example, sports franchises are seeing double-digit growth in value—sometimes outpacing traditional media. And here's the kicker: many of these regions have younger populations and faster-growing digital adoption. That's a recipe for serious growth. Meanwhile, niche sports and women's leagues are also gaining global traction, expanding the definition of mainstream entertainment. Of course, this transformation of the sports industry faces real hurdles—technical expertise, budget constraints, and cultural resistance among coaches and athletes. But the incentives are clear. And as more capital flows into sports—from private equity to sovereign wealth funds—digital transformation is becoming a strategic priority. So, what's the biggest takeaway? Global sports is no longer just about what happens on the field. It's about how fans experience it—on their phones, in their homes, and in the stadiums of the future. So whether you're an investor, a fan, or just someone who loves a good underdog story, this is a game worth watching. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.