Podcasts about g investments

In deze aflevering verwelkomen Henk Hofstede, Sector Banker Retail bij ABN AMRO, als nieuwe co-host van Money Matters. Ruben en Henk bespreken de verborgen kosten van populaire producten en hoe True Pricing kan helpen biodiversiteit te redden. We spreken Rob Hofland over zijn voorstel om de Gemeente Amsterdam True Price principes toe te passen in hun inkoopbeleid. Verder duiken we in de toekomst van Europa's groene ambities en het Competitiveness Compass. Wat betekenen de versoepelingen van de CSRD en CSDDD voor de duurzaamheid van Europese bedrijven? In het korte nieuws belichten we o.a.  het succes van Borski Fund, dat €50 miljoen ophaalde met steun van M&G Investments. Ook beantwoorden we de luisteraarsvraag: Is er nog hoop voor een duurzamere toekomst in de VS? 

On today's episode, a look at the real estate market in Hong Kong and beyond with Adriel Chan, Chair and Executive Director of Hang Lung Properties. Plus, a look at broader market action ahead of the holiday-shortened trading week with Michael Dyer, Investment Director, Equities & Multi Asset, at M&G Investments.See omnystudio.com/listener for privacy information.

Global financial markets are facing unprecedented levels of uncertainty, with shifting economic growth patterns continuing to challenge investors to rethink traditional investment strategies. On this exclusive episode of M&G Investments Optimal Insights, Pierre Chartres, Investment Director, Fixed Income, M&G Investments shares his insights on how best to navigate the market turbulence in 2025, and M&G’s Optimal Income Strategy. This podcast reflects M&G’s present opinions reflecting current market conditions. They are subject to change without notice and involve a number of assumptions which may not prove valid. This podcast does not constitute an offer of, or solicitation for, a purchase or sale of any investment product or class of investment products, or to provide discretionary investment management services. The view should not, and under no circumstances are to be construed as, an advertisement or a public offering of any securities or a solicitation of any offer to buy securities. While M&G Investments believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions which may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. All forms of investments carry risks. Such investments may not be suitable for everyone. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)See omnystudio.com/listener for privacy information.

Ce mardi 19 novembre, Lorraine Goumot a reçu Aude Kersulec, journaliste BFM Business, Matthieu Ceronne, trader et fondateur de Galileo Trading, Baptiste Revel, analyste financier chez Tiepolo, Marie Coeurderoy, journaliste BFM Business, Ludovic Huzieux, cofondateur d'Artémis Courtage, Christian Fontaine, directeur délégué de la rédaction chez Le Revenu, et Florent Delorme, stratégiste chez M&G Investments, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Ce mardi 19 novembre, Lorraine Goumot a reçu Aude Kersulec, journaliste BFM Business, Gilles Santacreu, trader algorithmique et administrateur du site Boursikoter.com, Alexandre Baradez, chef Analyste chez IG, Christian Fontaine, directeur délégué de la rédaction du Revenu, Félix Baron, Fondateur du "Club des Investisseurs Indépendants", Nicolas Doze, éditorialiste BFM Business, Éric Lewin, président d'EL Finance, Jean-Marc Daniel, économiste et professeur émérite à l'ESCP Business School, Matthieu Ceronne, trader et fondateur de Galileo Trading, Baptiste Revel, analyste financier chez Tiepolo, Marie Coeurderoy, journaliste BFM Business, Ludovic Huzieux, Artémis Courtage, Christian Fontaine, directeur délégué de la rédaction chez Le Revenu, et Florent Delorme, stratégiste chez M&G Investments, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Jim Leaviss started his career in fixed income at the Bank of England, and is ending it 30 years later as the outgoing chief investment officer of M&G Investments, which manages more than £100bn in bonds. Today on the show, Katie Martin talks with Jim about what he learned over his long career. Also, the two throw down on the best albums of the 90s. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferYou can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Federal Reserve officials penciled in just one interest-rate cut this year, and may forecast moderate cuts for 2025. This reinforces policymakers' calls to keep borrowing costs high for longer to suppress inflation. What does this mean for Asian fixed income markets, and what's the impact on Asian currencies? Low Guan Yi, Head of Fixed Income, Asia Pacific, M&G Investments shares more insights.   Presented by Willie Keng Produced and edited by Audrey SiekSee omnystudio.com/listener for privacy information.

High yield had a great 4Q rally in rates and spreads, which filtered into 1Q gains as defaults stayed low. In Europe, the index default rate stands at 0.95% and the proportion of stressed and distressed bonds has come down, while it's higher in the US. Will 2Q sustain the gains, and why? Listen to Mahesh Bhimalingam, Bloomberg Intelligence's Chief European Credit Strategist, discuss the results of the 2Q24 High Yield Survey with Fiona Hagdrup, Head of Leveraged Finance Funds and PM at M&G Investments, along with market outlook and trends in a Q&A format. They discuss our 2Q investor survey publication, covering investor positioning, sentiment, key return drivers, default and supply forecasts and relative-value opinions by geography, rating and sector in detail. They also discuss how leveraged loan prospects compare with junk.

In this interview, esteemed investor and fund manager James Taylor of M&G Investments takes me through 16 stock ideas including: 00:00 Equity outlook 03:15 Alphawave IP 06:45 Hill & Smith 09:55 Synthomer 14:40 Avon Protection 18:20 Premier Foods 21:10 STV Group 24:45 Watkin Jones 30:00 LSL Property Services 32:25 M&C Saatchi 36:45 888 Holdings 42:25 Gaming Realms 46:15 Videndum 50:10 Trufin 54:15 Team17 57:40 Ascential 1:01:00 Tatton Asset management 1:05:05 When to sell?

Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments discusses what investors can expect with elections in India due this year, as well as the outlook for China with a drop in population for a second straight year, and Japanese markets which are breaking new 33-year highs.  Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

As private equity emerges as an asset class of choice for institutional investors in OECD countries and the developing world alike, this session will explore the main sectoral and sustainable finance forces behind the ‘innovation imperative'. Featuring Nicolas J. Firzli (Director General, World Pensions Council), Peter Bachmann (Managing Director, Sustainable Infrastructure, Gresham House), Daniel Valenzuela (Head of IR & Impact, World Fund), Alex Seddon (Head of Catalyst, M&G Investments), and Verena Charvet (Founder, Merlys Consulting). The inaugural Innovation Zero Congress at Olympia London in 2023 convened 6,866 passionate, forward-looking experts who exchanged critical knowledge, debate and discussions around the implementation and scaling of the innovations needed to meet the Paris goals. Learn more via www.innovationzero.com.

Our Social Media Pages, follow us and engage with the Pill-grim community!Join our Entre CommunityInstagramTwitter YouTubeTikTokLinkedInAnd now for this week's prescription:First up, (1:42) you will hear about Terminal Industries, which just emerged from stealth mode, announcing their $17M seed round co-led by 8VC and Prologis Ventures, the venture arm of the global leader in logistics real estate. Next, (6:31) we break down Betr, Jake Paul's sports betting and sports media company, hot off their $35M Series A2 funding round putting them at a $300M pre-money valuation. Lastly, (15:10) we close out this week's dose with NoTraffic, an Israeli-based AI-powered traffic management platform that's tackling traffic congestion and enhancing road safety. The company recently secured a $50M Series B led by M&G Investments.Sources:https://www.8vc.com/resources/a-smarter-yard-introducing-terminal-industries https://www.prnewswire.com/news-releases/betr-raises-35m-in-series-a2-at-300m-pre-money-valuation-301864650.htmlhttps://www.finsmes.com/2023/06/betr-raises-35m-in-series-a2-funding-at-300m-pre-money-valuation.htmlhttps://techcrunch.com/2023/06/27/notraffic-raises-50m-to-tackle-congestion-and-enhance-road-safety/https://www.forbes.com/sites/jonathankeane/2023/06/27/notraffic-raises-50-million-for-its-ai-powered-traffic-monitoring-platform/?sh=2c87659217a9Music Credit: Chapter One by Cole Bauer and Dean Keetonhttps://www.colebauer.com/https://www.instagram.com/deankeeton/?hl=enDisclosure:The views, statements, and opinions, expressed herein by the hosts and guests are their own, and their appearance on the podcast should not be construed as reflecting the views or implied endorsement of Independent Brokerage Solutions LLC or any of its officers, employees, or agents. The statements made herein should not be considered an investment opinion, advice, or a recommendation regarding securities of any company. This podcast is produced solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy a security.

Pierre Chartres, Fixed Income Investment Director, M&G Investments discusses why chances of a US recession are dropping, the growing pessimism around China's growth, and why Japan presents attractive upside for investors.See omnystudio.com/listener for privacy information.

Con l'esperto "meteoborsologo" Manuel Pozzi, responsabile investimenti di M&G Investments, subito gli aggiornamenti sulle reazioni dei mercati finanziari dopo quanto è accaduto in Russia con il "quasi colpo di Stato" di Yevgeny Prigozhin. Sempre dagli scorsi giorni, arriva la notizia della sentenza della Corte Costituzionale che ha dichiarato inammissibili rispetto al dettato costituzionale i ritardi nei versamenti del Tfs (trattamento di fine servizio) o Tfr degli statali. Cosa comporterà questa pronuncia della Consulta, che invita Governo e Parlamento a intervenire al più presto? Ci spiega tutto Emilio Rocchini, esperto in materia di previdenza della Fondazione Studi Consulenti del Lavoro.

In der Mittagsfolge sprechen wir heute mit Patrick Stäuble, CEO und Founder von Teylor, über die Finanzierungsvereinbarungen für Kapital in Höhe von bis zu 275 Millionen Euro.Teylor hat eine Plattform entwickelt, dessen Softwaremodule Finanzinstituten ermöglichen, digitale Kreditprodukte zu entwickeln, zu vermarkten und zu skalieren. Banken können mit der Software Kreditprozesse automatisieren, Produkte digitalisieren und Prozesskosten reduzieren. Zudem erhalten kleine und mittlere Unternehmen über die Plattform schnellen und bequemen Zugang zu Kapital, unter anderem von Teylors eigenem Private Debt Fonds. Nachdem ein Unternehmen ein Kredit unverbindlich und kostenlos angefragt hat, bekommt es sofort ein individuelles Angebot. Die Auszahlung findet anschließend innerhalb von maximal zwei Tagen statt. Die Softwaremodule lassen sich gemäß den Anforderungen jedes Finanzinstituts und Kreditprodukts flexibel anpassen. Kreditgeber können einzelne Module in bestehende Prozesse und Technologien integrieren oder von Grund auf komplett neue digitale Prozesse entwerfen. Teylor wurde im Jahr 2018 von Patrick Stäuble in Zürich gegründet. Mittlerweile vertrauen mehr als 1.000 KMU auf die Lösung des Unternehmens. Insgesamt wurden bereits Anträge im Gesamtwert von 3 Milliarden Euro verarbeitet.Nun hat das Startup bekannt gegeben, dass die Barclays Bank, M&G Investments sowie weitere Kapitalgeber Finanzierungsvereinbarungen für Kapital in Höhe von bis zu 275 Millionen Euro für ein Debt-Vehikel unterzeichnet haben, welches von Teylor verwaltet wird. Damit kann das Unternehmen mehr als 500 europäischen KMU schnellen und flexiblen Zugang zu Finanzierungen bieten.

Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments discusses why there appears to be a divergence between big tech plays between the US and China, the upside for AI stocks after a huge run up, and why Japan figures at the top of his list of equity markets.See omnystudio.com/listener for privacy information.

El presidente de EEUU, Joe Biden y los líderes de Congreso se reúnen este martes para negociar sobre el techo de la deuda cuando quedan 15 días para que cumpla el plazo para evitar que EEUU caiga en default. Con el foco puesto en el techo de deuda las Bolsas cotizan este martes con caídas a la espera de otras referencias que se van a conocer durante esta semana como las encuestas ZEW de confianza inversora de mayo en la eurozona y Alemania, la producción industrial y el PIB del primer trimestre de la zona euro, las ventas minoristas de EEUU y las comparecencias del presidente de la Reserva Federal y de la presidenta del BCE. En clave empresarial continúa la temporada de resultados con la presentación de las cuentas de compañía como Siemens, Porsche, Vodafone, Walmart o Home Depot. En la tertulia de mercados de Capital Intereconomía Ricardo Comín, director comercial en Vontobel para Iberia; Nicolas Da Rosa, International sales de DPAM para España y Portugal; Elena Domecq, subdirectora de Estrategia y responsable de Inversión Sostenible de JP Morgan AM; y Alicia García Santos, responsable de M&G Investments para España, Portugal y Andorra, analizan estas claves y qué impacto puede tener en las Bolsas la negociación del techo de deuda en EEUU. También explican sus expectativas para el segundo tramo del año, qué activos están funcionando mejor, y en qué regiones y temáticas están más positivos ahora mismo.

Expectativas para el segundo tramo del año. Tertulia de mercados con Ricardo Comín, Director Comercial en Vontobel Para Iberia; Nicolas Da Rosa, International sales de DPAM para España y Portugal; Elena Domecq, subdirectora de Estrategia y responsable de Inversión Sostenible de JP Morgan AM y con Alicia García Santos, responsable de M&G Investments para España, Portugal y Andorra. Además Pablo García, director de DIVACONS- Alphavalue nos explica las principales referencias a tener en cuenta en la preapertura de los mercados financieros.

L'india è diventato il Paese più popoloso al mondo, la Cina è sempre un gigante e il Giappone si rianima dopo un lungo letargo. Fabiana Fedeli, responsabile degli investimenti azionarie multi asset di M&G Investments racconta quali sono le opportunità e i rischi delle Borse dei Paesi asiatici

L'india è diventato il Paese più popoloso al mondo, la Cina è sempre un gigante e il Giappone si rianima dopo un lungo letargo. Fabiana Fedeli, responsabile degli investimenti azionarie multi asset di M&G Investments racconta quali sono le opportunità e i rischi delle Borse dei Paesi asiatici

In just over a week's time, the Spring Meetings of the World Bank and IMF will see the first formal session for a Global Sovereign Debt Roundtable. The problem of debt, and debt sustainability, has become one of the most urgent issues facing many low and middle-income countries around the world. The IMF estimates currently 36 low-income countries are at high risk of, or are currently in, debt distress, with the highest proportion of these in the African continent.  Prior to the pandemic, many countries in Sub-Saharan Africa were already facing a high risk of debt distress. This has been compounded by the pandemic and the Russia-Ukraine war, as well as rising interest rates from the US Federal Reserve. Just days ago, the Fed again raised its benchmark interest rate another quarter of a percentage point to 5%. We've yet to see how this will ripple out, but it's going to add even more pressure on indebted sovereign governments, their ability to service their existing debts, and their prospects for financing an economic recovery. So how did we get here, and more importantly, what can be done about it? What does an insolvency crisis look like for different countries today, and how will it impact vulnerable populations and other citizens?  In this episode, we'll explore the challenges facing borrowing countries right now in managing their debt, and we'll look at potential solutions, and the role different groups, including bilateral creditors, Multilateral Development Banks (MDBs), and the private sector, can play.SpeakersSara Pantuliano (host), Chief Executive, ODIGregory Smith, Emerging Markets Fund Manager, M&G Investments; Author, Where Credit is Due: How Africa's Debt Can Be a Benefit, Not a BurdenYunnan Chen, ODI Research Fellow, Development and Public FinanceBright Simons, Honorary Vice President, IMANI Center for Policy and Education; President, mPedigree, Ghana  Related resources·      Where Credit is Due: How Africa's Debt Can Be a Benefit, Not a Burden (book)·      Old wine in new bottles? China, the G7 and the new infrastructure geopolitics (blog)·      China's lending landscape and approach to debt relief (briefing note)·      Rising interest rates are threatening debt sustainability in Africa (blog)·      Providing climate finance in the context of a looming debt crisis (blog)

Guan Yi Low, Head of Fixed Income, Asia Pacific, M&G Investments discusses why she expects most Asian central banks to end the rate hike cycle this quarter, and which Asian bonds are the most compelling options now.See omnystudio.com/listener for privacy information.

Tertulia de mercados en Capital Intereconomía con Víctor Asensi, subdirector de DPAM en España; Alicia García Santos, responsable de M&G Investments para España, Portugal y Andorra; Ricardo Comín, director Comercial en Vontobel para Iberia; y Juan Fierro, director para Iberia en Janus Henderson.

4x20 ¿Seguirán las subidas en 2023 en renta fija y variable o debemos ir con calma aún y no lanzar las campanas al vuelo? Las grandes subidas de los mercados en 2023 han pillado con el pie cambiado a muchos inversores. Si bien se sabe que los inicios de año suelen teñir de verde la bolsa, muy pocos esperaban este arranque. De todo ello y mucho más hablamos con nuestro invitado, Nicolo Carpaneda, director de inversiones de M&G Investments. Antes hablamos en “El corrillo” un poco de este juego de expectativas y después Carmen Fontán viene con su sección “En el fondo” para repasar un poco cómo le va a su cartera este año y qué siente cuando lo ve ahora todo en verde en 2023. 🕵️‍♀️ Encuentra un asesor y saca el máximo partido a tu dinero: https://www.finect.com/asesores 📅 Todos los eventos Finect, a las 18:00h de lunes a miércoles en directo en nuestro canal de Youtube: https://www.youtube.com/channel/UCzKnSeOq30zVvgosDFlne5g ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/757620 ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/757620

Pierre Chartres, Fixed Income Investment Director, M&G Investments discusses how investors should position themselves around a China reopening, and how the outlook for fixed income will be in 2023 after a tough year.See omnystudio.com/listener for privacy information.

¿Qué ha sido lo mejor y lo peor de 2022? Tertulia de mercados con Alicia García Santos, responsable de M&G Investments para España, Portugal y Andorra; Rocío Poquet Nieto, Sales Manager en Aegon Asset Management; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Felipe Lería, Head de Iberia & Latam de UBP. Además Nicolás López Medina, Director de análisis de renta variable de Singular Bank nos explica las principales referencias a tener en cuenta en la preapertura de los mercados financieros.

Tertulia de mercados en Capital Intereconomía con Alicia García Santos, responsable de M&G Investments para España, Portugal y Andorra; Rocío Poquet Nieto, Sales Manager en Aegon Asset Management; Ricardo Comín, director comercial en Vontobel para Iberia; y Felipe Lería, Head de Iberia & Latam de UBP.

Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments, discusses how  long-term investors can find outstanding investment opportunities across sectors: housing, financial services, manufacturing and healthcare in India; autos, semiconductors and real estate in Japan.See omnystudio.com/listener for privacy information.

Crescono i tassi ma gli investitori sembrano soffrire meno l'incertezza dei mercati: è questa la condizione con la quale apriamo la settimana al consueto appuntamento di Meteoborsa. L'analisi dei mercati è affidata a Manuel Pozzi, responsabile investimenti di M&G Investments.Dal primo al 31 dicembre 2022, grazie a una modifica normativa che dovrebbe entrare in vigore a breve, è atteso lo sblocco dei mutui a tasso fisso con fondo di garanzia all'80% per le giovani coppie, i nuclei monogenitoriali con figli minori, i residenti degli IACP e i giovani under 36. Un prodotto il cui successo iniziale si è poi raffreddato per il rialzo dei tassi, che ha messo fuori gioco le possibili offerte a tasso fisso. Sono con noi per approfondire questo tema Luana Bucalossi, titolare dei servizi di garanzie finanziarie di Consap, responsabile anche del Fondo prima casa e del fondo immobili da costruire e Guido Bertolino, direttore generale di Mutuisupermarket.

Alan Green joins the Podcast as we discuss the FTSE 100's top dividend payers by yield and explore the possibility of these yields being maintained.In times of volatility, investors seek yield to mitigate any potential loss of capital appreciation. However, historical yields of the FTSE 100's top yielding companies may not be a reliable indication of future yields investors receive.We look at Persimmon, Rio Tinto and M&G Investments and how their future dividend distributions could be impacted. We explore the earning outlook for each company and how their dividend policies may alter yields.Our focus leans towards macro influences such as demand of natural resource during ongoing China lockdowns and how the UK housing market will dictate Persimmon dividends.We finish by looking at Smart Metering Systems (LON:SMS) and the defensive nature of their stock operating in a fast growing market. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In today's Breakfast Brief, we discuss with Michael Dyer, Investment Director for Multi Asset Strategies at M&G Investments on how investors in Chinese markets are suffering a slump in confidence this week, a look ahead as investors watch out for US retail sales numbers and what to expect from the new FOMC minutes. See omnystudio.com/listener for privacy information.

As England beat Germany in the Euros, we find out what the future is for women's football. Joining Sean Farrington is Katy Leeson, chief executive of sports marketing company Relentless Media and Yvonne Harrison, CEO of Women in Football to discuss the impact this record-breaking tournament will have on the sporting world. With the Mortgage Affordability test coming to an end Sean speaks to Leigh-on-Sea based lender Sarah Tucker to find out what impact the test has had since 2014. Also, we hear from small business owner Julie Selby who has been struggling to get a refund from HMRC. And Sean speaks to Randeep Somel from M&G Investments to unravel why China is facing a manufacturing slowdown.

Inflación ¿Los Bancos centrales dispuestos a "lo que haga falta"?. ¿Estamos haciendo suelo en bolsa? ¿Es momento de rebalancear cartera y seguir con aportaciones?. ¿Recesión inevitable?. Estos y más asuntos los analizamos en La tertulia de mercados de Capital Intereconomía con Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam; Martina Álvarez, directora de ventas para Iberia de Janus Henderson; Alicia García Santos, responsable de M&G Investments para España, Portugal y Andorra y con Gabriel Ximénez de Embún, Director General de Credit Suisse Gestión Y Alexis Ortega, socio director de Finagentes Gestión nos explica las principales referencias a tener en cuenta en la jornada de hoy.

Inflación ¿Los Bancos centrales dispuestos a "lo que haga falta"?. ¿Estamos haciendo suelo en bolsa? ¿Es momento de rebalancear cartera y seguir con aportaciones?. ¿Recesión inevitable?. Estos y más asuntos los analizamos en La tertulia de mercados de Capital Intereconomía con Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam; Martina Álvarez, directora de ventas para Iberia de Janus Henderson; Alicia García Santos, responsable de M&G Investments para España, Portugal y Andorra y con Gabriel Ximénez de Embún, Director General de Credit Suisse Gestión Y Alexis Ortega, socio director de Finagentes Gestión nos explica las principales referencias a tener en cuenta en la jornada de hoy.

Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam, Martina Álvarez, directora de ventas para Iberia de Janus Henderson, Alicia García Santos, responsable de M&G Investments para España, Portugal y Andorra y Gabriel Ximénez de Embún, director General de Credit Suisse Gestión

Jeudi 30 juin, Guillaume Sommerer a reçu Aurélien Hotton, gérant senior chez Swiss Life Banque Privée, Raphaël Gallardo, chef économiste chez Carmignac, Sylvain Lévi-Valensi, directeur associé chez Radio Immo, Yann Azuelos, responsable de la Gestion Financière chez Mirabaud Group, Yannick Lopez, directeur de la gestion taux chez OFI AM, Jean-Louis Dell'Oro, journaliste de BFM Business, Jean-Louis Cussac, trader pour compte propre chez Perceval Finance Conseil, Gregori Volokhine, président de Meeschaert Financial Services, Jocelyn Jovène, rédacteur en chef de Morningstar, Rodolphe Steffan, trader et associé chez Interactive Trading, Grégory Raymond, cofondateur et rédacteur en chef de The Big Whale, Rémi Bourgeot, économiste et chercheur associé à l'IRIS, Olivier Héreil, directeur des gestions d'actifs de BNP Paribas Cardif, Alexandre Baradez, chef analyste chez IG, Florent Delorme, directeur des investissements chez M&G Investments, Sabrina Quagliozzi, correspondante de BFM Business à New York, Aude Kersulec, journaliste de BFM Business à Euronext, et Edwin Faure, directeur de la gestion de Philippe Hottinguer & Cie Gestion, dans l'émission BFM Bourse sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.dans l'émission BFM Bourse sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Jeudi 30 juin, Guillaume Sommerer a reçu Alexandre Baradez, chef analyste chez IG, Florent Delorme, directeur des investissements chez M&G Investments, Sabrina Quagliozzi, correspondante de BFM Business à New York, Aude Kersulec, journaliste de BFM Business à Euronext, et Edwin Faure, directeur de la gestion de Philippe Hottinguer & Cie Gestion, dans l'émission BFM Bourse sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Vikas Pershad, Equity Fund Manager, M&G Investments discusses if investors should buy on the dips, what is driving his optimism for Japan and his expectations of a recession and the potential impact on markets. See omnystudio.com/listener for privacy information.

Sognare non fa mai male. Per questo apriamo la settimana con nuovi approfondimenti dal mondo delle auto di lusso. Dopo la vicenda di Justin Bibier, finito nella blacklist della Ferrari, e l'asta che ha consacrato una Mercedes con il titolo di "vettura più costosa al mondo", ci occupiamo in questo caso di una RollsRoyce reale e da 'caccia', realizzata su commissione negli anni Settanta per il Re del Marocco, Hassan II. Oggi torna all'asta in cerca di un nuovo, ricco, proprietario. Meno "da sogno" è lo scenario dei mercati finanziari degli ultimi giorni. Anche in questo lunedì le Borse europee tentano di allungare il passo, ma l'incertezza rimane comunque elevata. Gli aggiornamenti di Meteoborsa sono affidati a Manuel Pozzi, Responsabile investimenti di M&G Investments. Parte proprio oggi il collocamento del nuovo BTp Italia , il titolo di Stato ancorato al tasso di inflazione. Torniamo a riepilogare le caratteristiche principali dell'emissione e commentiamo i primissimi dati, a poche ore dall'avvio, con Fabrizio Testa, amministratore delegato Borsa Italiana. In chiusura di puntata torniamo a dedicare qualche minuto al Bonus una tantum di 200 euro che arriverà a luglio nella busta paga di molti lavoratori dipendenti. Il processo, come abbiamo visto nelle scorse puntate, non è esattamente automatico, ma possono fare richiesta anche autonomi, pensionati, percettori di sussidi. Domande e risposte in diretta con Pasquale Staropoli, responsabile della Scuola di Alta Formazione dei Consulenti del Lavoro.

This episode was recorded on Jan. 27 and aired for premium subscribers on Feb. 2, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. Dave Fishwick joins the podcast to make the argument for investing in the Turkish lira after it dropped half its value versus major currencies. The appeal is not just the value but the carry, resulting in the equivalent of 30% to 40% annual interest income. To Fishwick and his team, the trade is not only contrarian but an example of the type of idiosyncratic idea that has no correlation to other parts of the portfolio. The conversation is not limited to Turkey but expands to the U.S., China, and other emerging markets during the second half of the episode. (This podcast was recorded in person at the iConnections conference in Miami. The acoustics were not ideal and there is some background noise as a result. Apologies for the inconvenience.) Content Highlights The macroeconomic policy experiment in Turkey, where the country's central bank took the highly unorthodox step of combating a sovereign crisis by reducing interest rates. The Turkish lira went into freefall as a result (2:24); The lira looks attractive on a real basis, but the real appeal comes in the so-called carry, an often-forgotten part of foreign exchange markets. How this works (3:29); Some background on the strategy by the Central Bank of the Republic of Turkey, which is on the surface frightening. But therein lies the appeal (5:22); Why buy the Turkish lira when the CBRT is cutting rates while the Fed is raising rates? (11:07); If the CBRT succeeds with this experiment, could other emerging market countries follow its example? The strategy is not unprecedented... (13:15); Background on the guest (16:19); Fishwick's view on current markets. The market has re-rated asset classes, despite upbeat economic news (18:43); The present situation may appear bizarre, but it not without parallel. Why it's hard to be bearish for the longer-term (21:48); Other areas of the world that are interesting for investors, especially contrarians (24:11); There are "some similarities" with what happened the last time the Fed entered on a sustained interest hiking campaign (2004 to 2007), but many differences. The key? Watch the inflation data, though the Fed's record on engineering soft landings is poor (27:05). More Information on the Guest Website: MandG.com; LinkedIn.

To listen to more of our podcasts, check them out hereWatch Sustainable Finance Week 2021 on-demand hereFollow Randeep on LinkedInFollow M&G Investments on LinkedInFollow M&G Investments on Twitter: @MandGInsights Follow WE ARE GUERNSEY on Twitter: @WEAREGUERNSEYFollow Guernsey Green Finance on Twitter: @gsygreenfinanceFollow WE ARE GUERNSEY on LinkedIn

On this weeks podcast we are happy to have hosted Jonathan Hobbs -founder of Stop Saving, Ex COO of long/short quantitative digital asset fund Ecstatus Capital and author of "Digital Assets: Your Guide to Investing and Trading in the New Crypto".Link to book - https://amzn.to/3qT73g5During this conversation Jon gives an analysis of the current levels to watch in Bitcoin, the influx of institutions into digital assets and putting together a Crypto Portfolio.Jon is a business owner, entrepreneur, and founder of the www.stopsaving.com investment blog. He is also an author of three investment books. He Graduated in Finance and Economics from the University of Cape Town, South Africa and has previously held positions at Morgan Stanley, HSBC, M&G Investments and Ecstatus Capital. Currently holds the Chartered Financial Analyst ® Designation. His articles and market commentary have featured in Cointelegraph, ETF Strategy, and the London City AM.Jonathan Hobbs Linkedin - https://www.linkedin.com/in/jonathan-hobbs-cfa-77569910/Stop Saving - https://www.stopsaving.com/Twitter - https://twitter.com/jbhobbsYouTube - https://www.youtube.com/channel/UCTIZrcYc2WyPFY9_0U9NaWgWTFinanceInstagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/Bitclout - https://bitclout.com/u/WTFinanceiTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

De alguna manera, estamos todos en la sala de tránsito de un aeropuerto, en pleno viaje, esperando la próxima escala. Estás escuchando Millas y Billions, el podcast de Funds Society para viajeros de las finanzas. En 2020 se triplicó el número de argentinos que movieron su residencia fiscal a Uruguay, y eso, a pesar del cierre de fronteras derivado de la pandemia. Jerónimo Nin, gerente de inversiones de Nobilis, explica en Millas y Billions cómo está evolucionando este proceso, y qué podemos esperar para 2021 del mercado de asset management uruguayo en el que Nobilis es pionero con el lanzamiento de dos fondos de fondos. Además, nuestra directora, Alicia Jiménez, habla con Pilar Arroyo, especialista de inversión vinculada a la gama de renta fija de M&G Investments, sobre deuda emergente y el atractivo de este mercado por países y regiones. Puedes ver la entrevista a Pilar Arroyo en formato video en este link, y puedes leer la entrevista a Jim Leaviss de M&G Investments sobre perspectivas en mercados globales de renta fija para 2021. M&G Investments Disclaimer. El equipo de redacción de Funds Society en México, Madrid, Montevideo, Miami y Santiago nos cuentan lo último en la industria de asset y wealth management: un resumen de primera mano de lo que se contó en el Seminario Digital Inversiones Responsables de la AMAFORE en México, cómo se posicionan los asset managers internacionales frente al Acuerdo de París y la importancia del "engagement", la revolución que está suponiendo la salida de Wells Fargo del negocio de wealth management internacional para la industria de Miami. Por último, analizan el arranque de año en los flujos de entrada de fondos internacionales en las carteras de las AFPs chilenas. Para estar al día de lo que acontece en la industria de asset y wealth management de las Américas suscríbete a nuestra newsletter.

About Simon PilcherSimon Pilcher was appointed the chief executive of USS Investment Management in May 2019. He started his career in asset management in 1987 at Morgan Grenfell before moving to Prudential in 1998, a year before it acquired M&G Investments. At M&G Prudential, he led the fixed income and alternatives businesses for two decades before being asked to become chair of real estate with a combined team of over 500 employees and around £160 billion in assets. He was also a member of the executive leadership team.During his tenure at M&G Prudential, he championed innovation and pioneered new products in Europe, for example: leveraged finance, infrastructure private equity, commercial mortgage lending and, more recently, specialty finance and impact investing.About Amanda WhiteAmanda White is responsible for the content across all Conexus Financial's institutional media and events. In addition to being the editor of Top1000funds.com, she is responsible for directing the global bi-annual Fiduciary Investors Symposium which challenges global investors on investment best practice and aims to place the responsibilities of investors in wider societal, and political contexts.  She holds a Bachelor of Economics and a Masters of Art in Journalism and has been an investment journalist for more than 25 years. She is currently a fellow in the Finance Leaders Fellowship at the Aspen Institute. The two-year program seeks to develop the next generation of responsible, community-spirited leaders in the global finance industry. What is the Fiduciary Investors series?The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy.Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios.The much-loved events, the Fiduciary Investors Symposiums, act as an advocate for fiduciary capitalism and the power of asset owners to change the nature of the investment industry, including addressing principal/agent and fee problems, stabilising financial markets, and directing capital for the betterment of society and the environment. Like the event series, the podcast series, tackles the challenges long-term investors face in an environment of disruption,  and asks investors to think differently about how they make decisions and allocate capital.

本期节目的嘉宾是富达国际首席执行官黎诚恩。她提出，疫情带来的挑战标志着社会对于如何更好分配稀缺资源看法的改变，韧性与可持续性将成为更多决策者的考量因素。此外，在当前的低利率环境中，她建议个人投资者应该考虑投资的时间跨度。富达国际成立于1969年，是投资管理行业倍受信赖的全球领导者之一。富达国际向美国以外世界各地的机构和个人投资者提供资产管理服务，客户规模超过557万，旗下拥有700多支股票、固定收益、地产和资产配置基金，研究覆盖了95%以上全球最大上市公司。黎诚恩（Anne Richards）于1992年进入资产管理行业，有着超过二十年的投资经验，现任富达国际首席执行官，在此之前曾担任M&G Investments的首席执行官和其母公司的董事会成员。她曾于2014年被授予皇家维多利亚勋章，并于2015年被授予大英帝国勋章。如果您觉得节目内容有价值，请您订阅“中国观察”，帮我们点赞打分，请持续关注本节目。（后期：王钰）

A debate on the theme: "What is the value of finance and insurance to the economy and are the right regulatory frameworks in place to underpin this value?" with a follow up discussion session. http://www.gresham.ac.uk/conference/what-is-the-value-of-finance-and-insurance-to-the-economy Debate chaired by The 4th Earl of Selborne GBE FRS, Chairman of the Foundation for Science & Technology and speakers Professor John Kay CBE FBA FRSE, Author and FT Columnist, Anne Richards CVO CBE, Chief Executive of M&G Investments, John Nelson, Chairman of Lloyd's of London.John Kay's latest book - Other people's money: Masters of the Universe or Servants of the People? - is useful context for the debate.The transcript and downloadable versions of the lecture are available from the Gresham College website: http://www.gresham.ac.uk/conference/what-is-the-value-of-finance-and-insurance-to-the-economyGresham College has been giving free public lectures since 1597. This tradition continues today with all of our five or so public lectures a week being made available for free download from our website. There are currently over 1,900 lectures free to access or download from the website.Website: http://www.gresham.ac.uk Twitter: http://twitter.com/GreshamCollege Facebook: https://www.facebook.com/greshamcollege Instagram: http://www.instagram.com/greshamcollege

A debate on the theme: "What is the value of finance and insurance to the economy and are the right regulatory frameworks in place to underpin this value?" with a follow up discussion session. http://www.gresham.ac.uk/conference/what-is-the-value-of-finance-and-insurance-to-the-economy Debate chaired by The 4th Earl of Selborne GBE FRS, Chairman of the Foundation for Science & Technology and speakers Professor John Kay CBE FBA FRSE, Author and FT Columnist, Anne Richards CVO CBE, Chief Executive of M&G Investments, John Nelson, Chairman of Lloyd's of London.John Kay's latest book - Other people's money: Masters of the Universe or Servants of the People? - is useful context for the debate.The transcript and downloadable versions of the lecture are available from the Gresham College website: http://www.gresham.ac.uk/conference/what-is-the-value-of-finance-and-insurance-to-the-economyGresham College has been giving free public lectures since 1597. This tradition continues today with all of our five or so public lectures a week being made available for free download from our website. There are currently over 1,900 lectures free to access or download from the website.Website: http://www.gresham.ac.uk Twitter: http://twitter.com/GreshamCollege Facebook: https://www.facebook.com/greshamcollege Instagram: http://www.instagram.com/greshamcollege

A debate on the theme: "What is the value of finance and insurance to the economy and are the right regulatory frameworks in place to underpin this value?" with a follow up discussion session. http://www.gresham.ac.uk/conference/what-is-the-value-of-finance-and-insurance-to-the-economy Debate chaired by The 4th Earl of Selborne GBE FRS, Chairman of the Foundation for Science & Technology and speakers Professor John Kay CBE FBA FRSE, Author and FT Columnist, Anne Richards CVO CBE, Chief Executive of M&G Investments, John Nelson, Chairman of Lloyd's of London.John Kay's latest book - Other people's money: Masters of the Universe or Servants of the People? - is useful context for the debate.The transcript and downloadable versions of the lecture are available from the Gresham College website: http://www.gresham.ac.uk/conference/what-is-the-value-of-finance-and-insurance-to-the-economyGresham College has been giving free public lectures since 1597. This tradition continues today with all of our five or so public lectures a week being made available for free download from our website. There are currently over 1,900 lectures free to access or download from the website.Website: http://www.gresham.ac.uk Twitter: http://twitter.com/GreshamCollege Facebook: https://www.facebook.com/greshamcollege Instagram: http://www.instagram.com/greshamcollege