Podcasts about global equities

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO for Global Equities within the UBS Chief Investment Office, converses with Lin Qiao, the CEO and Co-Founder of Fireworks.

In this three-part series, Jonathan Sackier speaks with Peder Langeland Myhre about cutting-edge advancements in heart failure research, the importance of biomarker-driven care, the challenges of implementing digital health tools globally, and how Norway is reshaping participation in cardiology clinical trials. Timestamps:    00:21 – Biomarker disparities  04:52 – Norway trial challenges  07:15 – Boosting trial engagement 

This week Inside Business looks at the impact of Donald Trump's first 100 days in office on markets. The sweeping US tariffs announced on April 2nd rocked equity and bond markets.They plunged in value to such an extent that Donald Trump was forced into a quick U Turn, postponing all of the tariffs for 90 days, with the exception of China.Aidan Donnelly is Head of Global Equities at Davy stockbrokers and joined host Ciarán Hancock in studio to consider the impact of those tariffs and to offer a view on where markets might go for the rest of the year.In the second half of the show, Hugh Linehan of The Irish Times will reflect on the terms being offered in RTÉ's latest voluntary exit programme for staff in an effort to help the broadcaster reduce its headcount by 400 over the next four years.The funding for this restructuring has essentially been provided by the State via a €725 million three-year funding plan agreed last year with the Government.In a column in The Irish Times this week, Hugh Linehan of The Irish Times examined the plan and asked the question as to whether RTÉ was in a worse position than other media companies in Ireland?Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.

In this episode, global equity co-manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during volatile periods, with limited direct exposure to tariff-vulnerable exports. Through specific company examples like Admiral Group, UnitedHealth, and a beauty products business, he illustrates how the team evaluates short-term price movements versus long-term intrinsic value, emphasizing the importance of disciplined position sizing and maintaining a balanced, diversified portfolio across geographies and market caps during uncertain times. Recent tariff policies have created uncertainty for businesses, affecting capital deployment decisions and generating both direct impacts and second-order effects on consumer spending The Global Equity Portfolio has limited direct exposure to tariff-vulnerable exports, with a preference for asset-light, service-oriented businesses with recurring revenue Short-term price movements often contain significant randomness, highlighting the importance of focusing on long-term business fundamentals rather than reacting to news flow Market volatility can create investment opportunities, particularly in companies with temporarily impacted profitability but intact long-term earnings power Maintaining portfolio balance and diversification across quality factors, valuations, geographies and market caps remains essential during uncertain times Host: Rob Campbell, CFA, Mawer Institutional Portfolio Manager Guest: Manar Hassan-Agha, CFA, Mawer Portfolio Manager This episode is available for download anywhere you get your podcasts.  Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/ 

Singapore shares moved higher today even as regional investors remained downbeat given US tariff concerns. The Straits Times Index was up 1.18% at 3,764.16 points at 2.09pm Singapore time with a value turnover of S$647.77M in the broader market. In terms of companies to watch, we have City Developments Ltd, after the developer responded to a wide range of questions from shareholders spanning its share price decline to queries from the Securities Investors Association (Singapore). Elsewhere, from movements in the US dollar after US President Donald Trump contemplated whether he could fire Federal Reserve Chairman Jerome Powell, to more on the key economic data points to watch this week – more international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this first episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO for Global Equities with the UBS Chief Investment Office, converses with Arvind Jain, the CEO and Co-Founder of Glean. Ulrike and Arvind dive into the vision behind Glean, and discuss the future of AI and workplace productivity.

David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins Progressive's Jeremy McKeown for a fascinating discussion with Sean Peche, the manager of the Ranmore Global Equity Fund. Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008. Sean has a first-hand take on how capital flows have shaped equity values and built up today's imbalances. While relative value is not sufficient reason for capital to flow, it is a necessary pre-condition. Sean says there are now multiple reasons investors, typically fully loaded in the US market, want to recycle their capital. He talks about how he looks for value, why he has recently moved overweight in the UK, why emerging markets have many developed market characteristics, and why he doesn't meet the management of the companies he invests in. As he says, he can best objectively determine the effectiveness of management by watching what they do, not necessarily by listening to what they say. Sean delivers a master class on the principles of value investing combined with an acute sense of how the world is changing and how best to load up on asymmetric risk opportunities that will likely operate in his favour as we confront an unforecastable future.

Things are changing in global markets. There are noticeable shifts taking place. The world's capital is rotating. As always, many factors are at work, but we might be witnessing a once-in-a-generation shift away from US assets, which have recently dominated global capital allocations. Global investors are diversifying their portfolios. That is why I was keen to host this episode.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating discussion with Sean Peche, the manager of The Ranmore Global Equity Fund. Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008.  Sean has a first-hand take on how capital flows have shaped equity values and built up today's imbalances. While relative value is not sufficient reason for capital to flow, it is a necessary pre-condition. Sean says there are now multiple reasons investors, typically fully loaded in the US market, want to recycle their capital.  He talks about how he looks for value, why he has recently moved overweight in the UK, why emerging markets have many developed market characteristics, and why he doesn't meet the management of the companies he invests in. As he says, he can best objectively determine the effectiveness of management by watching what they do, not necessarily by listening to what they say. Sean delivers a master class on the principles of value investing combined with an acute sense of how the world is changing and how best to load up on asymmetric risk opportunities that will likely operate in his favour as we confront an unforecastable future. Now, please enjoy our conversation with the maverick, Sean Peche ..Brought to you by Progressive Equity 

Soliane Varlet, portfolio manager on the Mirova global, sustainable, and international sustainable equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Things are changing in global markets. There are noticeable shifts taking place. The world's capital is rotating. As always, many factors are at work, but we might be witnessing a once-in-a-generation shift away from US assets, which have recently dominated global capital allocations. Global investors are diversifying their portfolios. That is why I was keen to host this episode today.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating discussion with Sean Peche, the manager of The Ranmore Global Equity Fund. Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008.  Sean has a first-hand take on how capital flows have shaped equity values and built up today's imbalances. While relative value is not sufficient reason for capital to flow, it is a necessary pre-condition. Sean says there are now multiple reasons investors, typically fully loaded in the US market, want to recycle their capital.  He talks about how he looks for value, why he has recently moved overweight in the UK, why emerging markets have many developed market characteristics, and why he doesn't meet the management of the companies he invests in. As he says, he can best objectively determine the effectiveness of management by watching what they do, not necessarily by listening to what they say. Sean delivers a master class on the principles of value investing combined with an acute sense of how the world is changing and how best to load up on asymmetric risk opportunities that will likely operate in his favour as we confront an unforecastable future. Now, please enjoy our conversation with the maverick, Sean Peche .. Brought to you by Progressive Equity 

Peter Oppenheimer, chief global equity strategist at Goldman Sachs, discusses the likelihood of tariffs sparking a US recession. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Michael Hunstad, Deputy CIO and CIO of Global Equities, and Jeff Sampson, Senior Portfolio Manager for Global Equities at Northern Trust Asset Management. They discuss the evolving landscape of dividend strategies, equity allocations, and risk-aware portfolio construction for insurers navigating today's market complexity.   From balancing income and capital appreciation to mitigating concentration risk and factoring in tax efficiency, Hunstad and Sampson share actionable insights tailored to insurance investors. With dividend-paying equities becoming more diversified and relevant in a normalized rate environment, this episode offers practical guidance for aligning public equity strategies with enterprise risk and return goals.

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It's the start of the second quarter, and North American equity markets are under pressure. Despite ongoing headwinds, today's guest is keeping a close eye on emerging opportunities as the landscape continues to evolve. With volatility in focus, where should investors be looking for resilience? And how can advisors help clients stay the course in uncertain times? Joining the show today is Portfolio Manager Patrice Quirion, to unpack all of this and more. Patrice manages several Fidelity funds including Fidelity International Concentrated Fund and Fidelity Global Fund. Recorded on April 1, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

The US market has experienced a significant sell-off, erasing $2 trillion in value as investors reassess growth prospects and company earnings. Stock markets worldwide have plunged, with global manufacturers leading the declines. Major names such as Nike, Apple, Amazon, and Starbucks have suffered double-digit losses, reflecting widespread uncertainty. Interest rates have fallen to their lowest level since October, while oil prices have retreated amid fears of a global recession. Closer to home, futures indicate further declines for the ASX 200, though the Australian dollar has shown resilience despite the broader market downturn. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of Global Equities, has a 30-year plus history investing across market cycles and knows how to weather a storm. He and Mike Reed, Head of Global Financial Institutions, discuss why businesses are feeling cautious at present, the end of the road for US exceptionalism, and how a polarised environment can create strong alpha-generating potential for innovative companies.

Global equities came under pressure the last week, amidst weak macro data and the continuing threat of Trump's tariffs. Markets declined globally amidst global and region specific cues. Tune in for more. Speaker:Ravi SinghChief Investment Strategist, Standard Chartered

In today's episode of The Daily Voice, Sam reviews Thursday's trading session which saw equities come under pressure across the board as the market digests the latest tariff updates. Sam goes onto talk about Gold hitting a new all-time high, UK retail sales beating expectations, and previewing the upcoming US PCE number.

Global equities rose the last week, led by the Fed's unchanged stance on rate cuts going ahead for the year. US equities rose by ~1% for the week. Closer home, Indian equities staged a broad based recovery, with the Nifty rising by 4.3% for the week. Tune in for more.Speaker:Ravi SinghChief Investment Strategist 

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website and complete the CPD Quiz for this episode. We'll then email you your certificate.----------The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.We speak to Alexander about:Separating the signal from the noise is such a noisy marketAlexander's investment process: from uncovering new ideas, research to investingThe best uses of AI tools for stock researchTwo companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)----------This episode has been sponsored by Milford.If you'd like to find out more about what Milford can do for your clients, check out milfordasset.com.au.To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford' in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.Thank you to Milford for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Bienvenidos a Salud Financiera. Un programa diario dónde puedes aprender y preguntar sobre finanzas personales y mercados financieros.En este episodio #245 analizaremos la filosofía y cartera del fondo Guinness Global Equity Income. No te pierdas nada de nuestra comunidad: https://linktr.ee/misaludfinancieraCurso de ETFs disponible en https://go.hotmart.com/U91482169YCurso de Fondos disponible en https://hotmart.com/es/marketplace/pr...Puedes enviar tus preguntas al email preguntas.saludfinanciera@gmail.com o el teléfono 614239639.Enlaces de Interés- https://www.guinnessgi.com/funds/guinness-global-equity-income-fund#tab-2annual- https://www.guinnessgi.com/sites/default/files/2025-01/2025.01_Guinness%20Global%20Equity%20Income_Commentary_GBPEURUSD_EN.pdf- https://www.guinnessgi.com/funds/guinness-global-equity-income-fund#tab-investment-caseColaboradores del PodcastBit2Me: http://bit.ly/3Wjr4NB Recibe 15€ en Bitcoin con tu primera compraextraETF: https://bit.ly/extraetfUno de los Mejores Screeners de ETFs en EuropaCronología00:00 Introducción03:35 Historia de Guinness Global Investors06:25 Análisis del equipo de gestión de Guinness13:00 Filosofía de inversión de Guinness Global Equity Income22:30 Análisis de la cartera del fondo Guinness Global Equity Income

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: The key trends shaping the European political landscape and economy What the RBA rate cut means for the future The economic impact of geopolitical uncertainty  Are we seeing a rotation away from US tech stocks?     Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Adrian Jones, Portfolio Manager, Senior Research Analyst, First Eagle Investments3. Billy Hwan, CFA, CPA, Portfolio Manager, Parnassus Investments4. Frank Pape, CFA, CPA, Director of Strategies, Frontier Asset Management*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENERhttps://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®.He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Global equities rallied the past week, amidst news of an extended timeline for President Trump's reciprocal tariffs. Asian equities gained as well, however the Nifty index fell by 3%, capping two weeks of gains. Tune in for more.Speaker:Ravi SinghChief Investment Strategist

Chinese equities are hot right now. Global hedge funds have been snapping up Chinese stocks this year, fueled by the emergence of artificial intelligence startup DeepSeek. What are the implications of the buying spree for the country's equity market and the whole economy? How long will the momentum continue? How may the world's investment landscape change as a result? And as global institutional investors chase China's tech companies, could they stir up undesired bubbles on the country's equity markets?In this episode of Chat Lounge, host Tu Yun joins William Lee, the Chief Economist with the U.S.-based Milken Institute, Dr. Qu Qiang, a Fellow of the Belt and Road Research Center, Minzu University of China, and Chen Jiahe, the Chief Investment Officer of the Beijing-based Novem Arcae Technologies to examine the issue in detail.

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. During the afternoon the Fidelity Global Equity+ Fund trio of portfolio managers hit the stage. Hugo Lavallée moderated the session with his colleagues Dan Dupont and Mark Schmehl. We'll hear today how this fund is a combination of their distinct styles, setting the fund apart and bringing diversification. These experienced portfolio managers who all manage funds of their own and have worked together for 20 years, hit the stage for nearly an hour. Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Hua Cheng CFA, PhD, portfolio manager on the Mirova global, sustainable, and international sustainable equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Igor Bekker, Founder and Portfolio Manager, 42KM Investment Partners, a Toronto-based asset manager that specializes in culture-led long-term investing in listed global equities. Igor, who most recently spent 17 years at Ontario Teachers', shares his outlook for culture-led long-term investing in listed global equities including the greatest opportunities and challenges. He also shares how the firm integrates ESG and more.

In this episode, we discuss the global equity strategy with Christian Deckart, chief investment officer and portfolio manager at Mawer. Christian stresses managing absolute risk over relative risk for better long-term outcomes and details Mawer's approach to risk management, focusing on decision-making, portfolio risks, and external factors such as government debt and rising rates. He also discusses adapting to AI trends, preferring companies leveraging AI applications over infrastructure investments. He emphasizes maintaining focus on fundamentals amid evolving global and technological landscapes. Key Takeaways: Effective risk management begins with a sound decision-making culture, clear accountability, and thorough evaluation of securities, portfolios, and systemic exposures to avoid unintended biases. Market and portfolio vulnerabilities include rising government debt, interest rate shocks, hidden real estate losses, over-specialized economies, and investor psychology driven by greed and fear. Disciplined risk management and avoiding overreliance or shortsighted behaviors in markets are important keys to success. While AI and semiconductor stocks dominate attention, there are overlooked opportunities in the broader U.S. market, diverse, underappreciated companies that meet rigorous criteria at attractive valuations. Christian highlights investments with potential to leverage AI applications for competitive advantage and long-term profitability beyond initial AI infrastructure trends. While the global equity strategy's absolute performance in 2024 is strong, relative performance lags the benchmark due to its different composition, particularly the focus on stable, "boring" businesses versus high-growth sectors like AI infrastructure. Christian attributes the global equity strategy's underperformance to its broader diversification compared to the benchmark, with a larger focus on stable, recurring businesses and less emphasis on high-growth sectors like AI, particularly in the U.S. market.   Host Name and title: Rob Campbell, CFA Mawer Institutional Portfolio Manager Guest names and titles: Christian Deckart, CFA, PhD Director, Chief Investment Officer, Portfolio Manager For more details and full transcript visit: https://mawer.com/the-art-of-boring/podcast This episode is available for download anywhere you get your podcasts. -- Founded in 1974, Mawer is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn -   / mawer-investment-management  Instagram - / https://www.instagram.com/mawerinvestmentmanagement/

The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications? Magellan's Head of Global Equities and Portfolio Manager, Arvid Streimann, has over 25 years' experience of following markets and politics, and over this time has built up a network of trusted contacts, he can offer a measured, independent view of the situation, including his expectations on Donald Trump's policy initiatives and decision making. He's joined by Investment Director Elisa Di Marco for an exploration of the implications of a Republican clean sweep, including the impact on standards of living and consumer sentiment, as well as the potential for deregulation, and President Trump's promise to adopt protectionist policies in an effort to develop self-sufficiency. They share insights into geopolitical dynamics, including U.S.-China relations, Iran and Ukraine, and discuss the risks and opportunities for investors.    

Featuring: Rob Haworth, Senior Investment Strategist at US Bank Asset Management Group Zachary Hill, Head of Portfolio Management at Horizon Investments What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insights Centre, and Christian Fay, Senior Portfolio Manager for US and Global Equities in Boston, discuss these and other questions in this week's edition.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. One of the afternoon sessions was a discussion featuring the three portfolio managers behind Fidelity Global Equity+ Fund – Mark Schmehl, Dan Dupont, and Hugo Lavallée. All three have worked for Fidelity for over 20 years, and manage funds of their own. Fidelity Global Equity+ Fund, also available as an ETF, was launched one year ago and combines these three managers with long-term track records and complementary investment styles together to help diversify risk and offer the potential for above-market returns over the long-term. Hugo leads the discussion, with Dan joining him infront of the live audience, with Mark connecting in from San Francisco. In this lively hour-long discussion, we'll hear how they all first joined Fidelity, lessons learned over their careers, where they are seeing opportunities right now, and what has and hasn't worked recently in their portfolios. Recorded on October 23, 2024. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Hua Cheng CFA, PhD, portfolio manager, Sustainable Equity at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Dr. Martin Tarlie spent years at GMO, the iconic Boston asset manager, and now leads an award-winning investing platform, Nebo Wealth. In this Episode, Martin and Stacy discuss: His backstory: from physicist/golf-performance product developer to SaaS founder How the physics mindset that followed him into the investment world turned into a novel investing approach The massive communication gap between asset managers and investorsWhy the fascination with the 60/40 allocation is misguidedHow Nebo is helping asset managers rethink risk so they can build better portfolios More about Dr. Martin Tarlie: Dr. Tarlie is a member of GMO's Asset Allocation team and serves as the Nebo product lead. Before rejoining GMO in 2018, he was a managing director at QMA. He previously worked on GMO's Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder. He is passionate about building systems based on first-principles thinking, which led him to spearhead the development of Nebo Wealth, a new wealth tech platform challenging the traditional definition of risk. As an entrepreneur in the wealth tech space, Martin's innovative approach redefines risk—not as volatility, but as not having what you need when you need it. He's also a dedicated family man and self-proclaimed “Baseball Dad,” often found cheering his boys from the stands. Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

In this episode of the FINITE Podcast, we're joined by Steve Stano, Executive Director and Head of Morgan Stanley at Work B2B Global Equity Marketing. Steve brings a wealth of experience and insights on B2B marketing's role in driving growth and how to transform the perception of marketing among executives.We explore several key topics with Steve:The importance of making marketing more objective to overcome existing challenges.How Steve has helped shift the perspective of marketing at Morgan StanleyThe relevancy of vanity metrics and how to communicate their value to executives when they don't show hard ROI.The views and opinions expressed in this episode are those of Steve Stano and do not reflect the official policy or position of any affiliates. 

Jeff Wang is the Managing Partner of Sequoia Capital Global Equities (SCGE), a public/private crossover investment firm with investments spanning from late-stage private companies to public companies. As Managing Partner, Jeff has primarily focused on public growth technology companies but has also invested $3 billion in private companies including Bytedance, SpaceX, and Stripe. Prior SCGE private investments that have since gone public include Airbnb, Doordash, MongoDB, Nubank, and Snowflake. Before joining SCGE in 2010, Jeff also worked at TPG Capital and Silver Lake Partners where he focused on investments in technology buyouts. 10 Questions with the Leader of Sequoia's $9BN Global Equities Fund: 1. Crossover Fund Opportunity: Why are crossover funds more attractive today than ever? Have the tourists gone? 2. Public Market Opportunity: Why is the opportunity in the public markets, not the private markets today? 3. IPO Markets: When will IPO markets open? What will cause them to open? 4. Breaking Hedge Fund Rules: What are the biggest ways that Sequoia break the traditional rules of hedge funds? 5. Google: Why does Jeff believe that Google's cash cow of search is under threat? 6. Meta: Why does Jeff believe Meta will be the biggest competitor to Google? 7. NVIDIA: Why is NVIDIA's price today reasonable? What is the bull and bear case? 8. China: Is there a recovery for China? How do Sequoia play China in this market? 9. AI in Public Markets: How are Sequoia playing the AI game in the public markets? 10. Investing Lessons: What have been Jeff's biggest investing lessons from Mike Moritz, Doug Leone and Roelof Botha?  

Despite the flip-flopping of some governments and companies on their net zero ambitions, the world is on the road to decarbonisation. That means investors are having to make decisions too. In this show, we speak with Simon Webber, Head of Global Equities at Schroders, and Ben Popatlal, Multi-Asset Analyst at Schroders, about the challenge of decarbonising their investments and how to create a decarbonisation strategy. RUNNING ORDER: 00:53 - Part one: the road to decarbonisation 08:30 - Part two: the strategies that could help investors decarbonise NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.  

Geopolitical shocks can happen abruptly and when they do, the disruption to trade and global economies can be profound. In this episode of ‘Magellan In the Know' we turn to one of Magellan's trusted geopolitics advisers to survey the situations in the world's trouble spots, and give sound, sometimes surprising, assessments of what to expect, and where and when to expect it. An observer with extraordinary expertise in the field, Former Acting CIA Director Michael Morell, speaks with Magellan Head of Global Equities and Portfolio Manager, Arvid Streimann surveying possible scenarios in the Middle East, Ukraine, and, closer to home, the South China Sea. It's a frank and fascinating assessment of where disruptions may happen, the impact for investors and, among other things, what the consequences will be if Donald Trump regains the White House in November.

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss Ares' $3.3B real estate fundraise and a potential merger between TelstraSuper and Equip Super, which could create a $40.9B Australian pension. We highlight Michael Lopes' move to J.P. Morgan Wealth Management and Centel Wealth Advisory joining Sanctuary Wealth. We also cover institutional updates, including global equity and private markets searches, as well as recent commitments from major pension funds like LACERA and the North Dakota State Investment Board. Tune in for the latest industry insights!

In this episode, Felicity and Candice are excited to chat with Sally Bertouch, senior analyst on the international and emerging markets investment strategies at Schafer Cullen Capital Management.Sally delves into; if she's feeling BULLISH or CAUTIOUS in today's markether decision making process on ESG and how this plays into her stock selectionher outlook for global equities as we look out to 2025and of course some of her top investable ideas.So tune in and let's talk money!Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Dakota Fundraising News Podcast, Pat and Konch introduce a new Private Markets segment, covering recent developments like the launch of the BNY Alts Bridge Platform and Private Credit ETFs. We dive into notable job changes, including Orin McIntosh joining Strive Health and Greg Bosch becoming CIO at Innovia Wealth. The RIA/FA M&A segment highlights Wells Fargo adding a $1.8B team in Chicago and UBS acquiring a Bethesda-based advisory group. Plus, we cover the latest institutional searches for Private Real Estate and Global Equities and recent investments including updates from the Kansas Public Employees Retirement System and South Carolina Retirement System. Tune in for the latest in institutional and private wealth news!

We are back with another ETF Explained, a series where we dive into one ETF to better understand it and give you the skills to analyse any ETF. Today we look at- JPMorgan Global Equity Premium Income Complex ETF (ASX:JEGA). But we aren't unpacking this one alone, the portfolio manager of this ETF, Hamilton Reiner CIO of US Core Strategies at J.P. Morgan Asset Management joins us. Have an ETF you would like us to cover? Send it in via our website.Want more Equity Mates?Join the conversation in the Facebook Discussion GroupSign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.

This is a special update from Julius Baer's partner show, Moving Markets.Listen to our daily updates on Moving Markets at the links below:Apple Podcasts: https://podcasts.apple.com/sg/podcast/moving-markets-daily-news/id1628789317 Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=tpGFjNXYQYWD2NfLtI2XCAAfter the global stock-market rout accelerated yesterday, with losses cascading across tech shares and Japanese equities crashing by the most in over a decade, Japanese stock indices have staged a turnaround and are leading gains in Asia today. In today's special episode, Christian Gattiker, Head of Research, shares his insights into the latest equity market developments and how he see things going forward. Manuel Villegas, Next Generation Research, provides us with an update on digital assets and talks about the prospects of a Trump trade.00:00 Introduction by Helen Freer (Investment Writing)00:27 Markets wrap-up by Jonti Warris (Investment Writing)04:40 Equity market developments: Christian Gattiker (Head of Equity Strategy)09:22 Digital assets update: Manuel Villegas (Next Generation Research)13:03 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Capital Group portfolio managers Rob Lovelace and Noriko Chen share their outlook on the global equity markets and where they see compelling investment opportunities. They also discuss the growing impact of tariffs on the world economy and how multinational companies are navigating increasingly choppy trade waters. #CapGroupGlobal     For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist   This content is published by Capital Client Group, Inc. American Funds aren't registered for sales outside the U.S. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed, follow us   LinkedIn: https://bit.ly/42uSYbm   YouTube: https://bit.ly/4bahmD0   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html  

In this episode, Portfolio Manager Manar Hassan-Agha discusses how the Global Equity Team navigates an exuberant market environment while staying true to Mawer's disciplined investment approach. He delves into the potential impacts of emerging trends, namely artificial intelligence (AI), and provides examples of the team's measured approach to evaluating the hype and sustainability of these trends. He emphasizes the value of temperament, alignment, and identifying mispriced high-quality companies. Key points from this episode: When considering potential errors of omission, it's a delicate balance between learning and improving while also ensuring you're not learning the wrong things. It's a matrix of good-bad decisions and good-bad outcomes. A deep dive on XP A deep dive on Robert Half We tend to overestimate the effects of new technology in the short term but underestimate them in the long run [Roy Amara], which could potentially apply to the current AI hype. The asymmetry today, in our mind, around AI hype is that there's a lot of uncertainty around this, particularly with respect to what's embedded in the prices of stocks. The difficulty continues to be identifying losers versus winners in a longer-term perspective. Chasing a theme is very difficult. You must be right on the theme and right on the securities in that theme while also not overpaying relative to the expectations already priced into the theme. Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Manar Hassan-Agha, CFA, Portfolio Manager For more details and full transcript visit: https://www.mawer.com/the-art-of-boring/podcast/marbles-and-billiards-navigating-the-highs-and-lows-in-global-equity-ep162 This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/ Twitter - https://www.twitter.com/mawer_Invest

In this episode of AI, Government, and the Future, host Max Romanik is joined by Nidhi Sinha, a research fellow at the Center for AI and Digital Policy, to discuss the ethical challenges of AI in national security, such as predictive policing and cyber surveillance. They explore how to balance innovation with individual rights and the role of AI in shaping global equity. Nidhi shares insights from her extensive experience to illuminate how democratic societies can manage AI's impact responsibly.

On this Walker Webcast, Willy was joined by Peter Oppenheimer, chief global equity strategist for Goldman Sachs. He is also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which analyzes the complex factors impacting structural changes in financial markets and investor opportunities.  He and Willy discussed the difference between market cycles and longer-term structural trends (what he refers to as “Super Cycles”), secular trends like AI and decarbonization that are shaping the emerging Post-Modern Cycle, the biggest opportunities and risks investors should be thinking about, and so much more. If you're looking to better understand upcoming market conditions and returns, you won't want to miss this webcast.