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UN Trade and Development warns economic recovery still fragileThe DR Congo Ebola outbreak continues to grow: WHOAI-driven hate speech is putting refugees at increasing risk, says UNHCR
'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.
What does it take for a small country to compete for high-value global investment in today's economy? In this episode of Develop This!, Dennis Fraise speaks with Pilar Madrigal of the Costa Rican Investment Promotion Agency to explore how Costa Rica is evolving into a strategic hub for advanced industries and foreign direct investment. From its geographic position connecting North and South America to its growing reputation in high-tech sectors, Costa Rica is positioning itself as more than a nearshoring destination—it's becoming a knowledge-driven economy focused on long-term value creation. Pilar explains how the country has successfully diversified beyond tourism into industries such as life sciences, digital health, medical technology, AI, and advanced manufacturing. This transformation is powered by a strong emphasis on talent development and education, which she describes as the foundation of Costa Rica's competitiveness. A key theme throughout the conversation is that investment decisions are shifting. Companies are no longer just prioritizing cost or proximity—they are evaluating talent availability, risk mitigation, ecosystem stability, and total operating value. The discussion also highlights the importance of trust and strategic advisory relationships in attracting and retaining global investors, as well as Costa Rica's intentional focus on building long-term partnerships rather than transactional wins. A central takeaway? Costa Rica's competitive edge lies not in scale, but in stability, talent, and a deliberate strategy to move up the value chain. Key Takeaways Costa Rica serves as a strategic bridge between North and South America The economy is shifting from tourism to high-value knowledge industries Talent development is the core driver of long-term competitiveness Nearshoring now prioritizes resilience and value over proximity alone Trust and long-term partnerships are key to investor attraction Stability and ecosystem maturity offset size limitations Investment decisions increasingly focus on total operating value Key Topics Covered Costa Rica's geographic and strategic advantages Economic diversification into high-tech and life sciences Workforce development and talent pipeline strategies Challenges of scale and cost competitiveness Role of investment promotion and advisory strategy Nearshoring and global investment trends Trust-building with international investors Sound Bites "The main hurdle is the size of the talent pool." "The future of FDI is about transformation." "A common mistake is competing only on cost."
The Changing World Order เมื่อระเบียบหุ้นโลก กำลังเปลี่ยนไป พลิกเกมลงทุนอย่างไรให้ทัน ? โลกการลงทุนกำลังหมุนเร็วกว่าที่เคย และกฎเกณฑ์เดิม ๆ อาจใช้ไม่ได้ผลอีกต่อไป ซึ่งตลาดหุ้นโลกกำลังก้าวเข้าสู่โหมดเปลี่ยนขั้วอำนาจอย่างไร ? โอกาสเติบโตของการลงทุนในระเบียบโลกใหม่ อยู่ตรงไหน ? ร่วมเปิดมุมมอง และค้นหาทางรอดในการลงทุน กับเวทีสัมมนาแห่งปี BBLAM Global Investment Forum 2026
Chinese company Landbridge is fighting to hold on to Darwin Port after Australia said it may reclaim the lease. Landbridge has launched arbitration at the International Center for Settlement of Investment Disputes, potentially the first investor–state case the Australian government will face at the World Bank body. Host Tu Yun joins Dr. Warwick Powell, Adjunct Professor, Queensland University of Technology, Dr. Zhou Mi, Deputy Director, Institute of American and Oceania Study, Chinese Academy of International Trade & Economic Cooperation, and Dr. Edward Lehman, Founder & Managing Director, Lehman, Lee & Xu to break down how a routine commercial deal turned into a national security flashpoint, who's likely to win, and what this case means for China-Australia ties, investor confidence, and the future of global investment rules.
In our latest podcast, we discuss the macro market and investment themes for 2026 and beyond, plus a closer look at private credit, real estate and infrastructure. Content was recorded on March 11, 2026, and reflects views of the participants as of that date. This content is intended for institutional investors for informational purposes only. This information is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information shared. Diversification does not eliminate risk nor protect against loss. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. Financial markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. The whole or any part of this work may not be reproduced, copied or transmitted or any of its concepts disclosed to third parties without SLC Management's express written consent. © SLC Management 2026
From the future of globalisation to growth opportunities and monetary policy, Murat Ulgen, Global Head of Macro Strategy, joins Piers Butler to discuss the key takeaways from this year's event in Hong Kong.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/wLzbl9mStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research
In this episode, Adam Torres interviews Jung In Yun, Founder & CEO of Fibonacci Asset Management Global Pte. Ltd. Jung shares how he is building a cross-border investment platform connecting capital to emerging opportunities across Asia, the Middle East, and global markets. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode, Adam Torres interviews Jung In Yun, Founder & CEO of Fibonacci Asset Management Global Pte. Ltd. Jung shares how he is building a cross-border investment platform connecting capital to emerging opportunities across Asia, the Middle East, and global markets. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Grant McDowell is in London and Tim Buckley is in Sydney recording the Spark Club Podcast on the 23rd March 2026 Highlights – Draft AER Default Market Offer Brilliant to see the Australian Energy Regulator has today flagged draft default market offer (DMO) electricity pricing down ⬇️ 1% to ⏬ 10% for residential consumers, and between ⬇️ 8% to ⏬ 21% for small business consumers The DMO sets an efficiently priced safety-net for households and small businesses on standing offer electricity plans and acts as a reference price to help consumers compare market offers. This is the draft ruling, with the final ruling released May 2026 for effect for the 12 months starting 1 July 2026. This is consistent with Australian Energy Market Operator (AEMO)'s quarterly energy dynamics highlighting Australia hit a record high 51% RenewableEnergy share in the 4QCY2025, and wholesale electricity prices fell by >40% yoy as a result. Highlights – PRRT reform - Petroleum Resource Rent Tax - Dodge The ACTU this week is calling for a flat 25% tax on Australian LNG to replace the entirely failing PRRT, to capture the wind fall war-profits being generated, and to then use the massive tax revenues of up to $40bn to fund energy poverty relief across Australia. Highlights – CATL CY2025 results highlight their global leadership and scale Nothing short of staggering to watch the rise and rise of China's CATL to supremacy in battery manufacturing. Their speed & scale of technology innovation is amazing to see.
This authoritative asset offers a unique record of real returns across equities, bonds, bills, currencies and now gold – helping investors place market developments in historical context. With professor Paul Marsh and UBS’s Kiran Ganesh.See omnystudio.com/listener for privacy information.
In this week's episode we take a deep dive into the global infrastructure investment market as I chat to Jon Phillips, chief executive of GIIA, the Global Infrastructure Investors Association.The Association represents the world's foremost institutional investors who together manage over US$2.2 trillion in infrastructure assets across 68 countries. And as we stand in 2026, the landscape for private capital has never been more complex. The podcast is being recorded during the latest Transforming Infrastructure Performance Summit hosted by software giant Bentley Systems and the Institution of Civil Engineers in Melbourne so gives us an opportunity to also explore how the infrastructure market is fairing on this side of the world and the pressures, challenges and opportunities that clients and investors face in the Australian and South East Asian market.While globally 2025 saw record-breaking fundraising, the industry is grappling with a fascinating paradox: a massive hunger for "bankable" projects set against a backdrop of geopolitical shifts, from the evolving impact of the Trump administration to the cooling of the AI-driven digital infrastructure boom.Jon's career spans the Nuclear Decommissioning Authority to Heathrow, and nearly a decade at the helm of GIIA, where he now sits at the intersection of policy, delivery, and capital. Which makes him the perfect person to give us a quick update on the global infrastructure investment market. ResourcesThe Global Infrastructure Investors AssociationGIIA's latest Infrastructure Pulse survey Jon Phillips Linked InAustralian Infrastructure Investment MonitorVictoria State infrastructure strategyTransforming Infrastructure Performance Summit Melbourne
Why is abundant global capital is not translating into stronger productive investment, and what role the G20 can play in shaping a more resilient and sustainable capital flows framework in an increasingly fragmented global economy?Global finance has demonstrated considerable resilience despite persistent economic uncertainty, geopolitical tension and worsening debt dynamics. Capital flows and investment remain central to economic performance - particularly in emerging and developing economies.Yet assets held by non-bank financial institutions have expanded rapidly, reaching an estimated US$250 trillion, around 400% of GDP in advanced economies. At the same time, real investment as a share of GDP across many emerging and advanced economies has stagnated or declined since the 2008 global financial crisis.Persistent frictions, coordination failures and mispriced risk continue to constrain capital mobilisation for productivity-enhancing investment. Closing this gap is critical for long-term growth and sustainable development.If capital is abundant, why is productive investment lagging? And in an increasingly fragmented global economy, what role can the G20 play in shaping a more resilient and sustainable capital flows framework?GuestsSara Pantuliano (host), Chief Executive, ODI GlobalAli Cakiroglou, Director of Emerging Markets Research, HSBCMarcello Carvalho, Former Global Chief Economist, BNP ParibasPhyllis Papadavid, Senior Research Fellow, International Economic Development Group, ODI GlobalRelated resourcesTowards a G20 framework for capital flows to EMDEs: informing the UK Presidency (Expert comment, ODI Global)The case for a G20 liquidity shield amid geoeconomic fragmentation (Expert comment, ODI Global)
Today's episode is the third in a series of three that examine the potential consequences for China if a military operation against Taiwan were to fail. In each of these episodes, we're speaking with authors of a recently published German Marshall Fund study of the possible costs that China would incur across four different, but interrelated areas: the Chinese economy, the military, Chinese social stability, and international costs. The report is titled, “If China Attacks Taiwan” and it is posted on GMFUS.org. Our podcast today focuses on the potential costs for the Chinese economy.To recap, the study considered two scenarios that could take place in the next five years. In the first scenario, a minor skirmish escalates into a multi-week maritime blockade of Taiwan by China. Although several dozen members of the Chinese and Taiwanese military are killed, U.S. intervention eventually forces China to de-escalate. In the second scenario, a conflict escalates into a full-fledged invasion, with Chinese strikes on not only Taiwan but also U.S. forces in Japan and Guam. After several months of heavy fighting, Chinese forces are degraded and eventually withdraw after suffering many tens of thousands of casualties.Our guests today are Charlie Vest and Logan Wright, who co-authored the chapter on the implications for the Chinese economy of a failed operation against Taiwan. Logan is a partner at Rhodium Group and leads the firm's work on China's economy and its global impact. Charlie is an associate director at Rhodium Group, where he manages corporate research and advisory work on China.Timestamps:[00:00] Introduction[02:34] Key Takeaways: China's Ambitions vs. Economic Realities [05:41] The Escalation Dilemma in China's Decisionmaking[09:56] Immediate Disruptions to Trade and FDI[13:52] Gray-Zone Military Engagement and Political Pressures[16:48] Could Beijing Underestimate the Costs of US Intervention? [24:12] Policy Tools and Limitations for Economic Stabilization and Recovery[27:19] Long-Term Economic Effects[29:24] Impact of Social Instability
Steve Davies discusses the major themes of his new book ‘The Great Realignment: Why the New Right Wing Politics is Here to Stay,' which analyzes the political upheaval since the mid-2000s. He explains how traditional left vs. right economic issues have been replaced by a new alignment based on nationalism vs. cosmopolitanism, driven by deep structural changes in the global economy and political landscape. Davies also touches on topics like digital IDs, the future of climate change policies, open borders, and the impact of emerging geopolitical shifts.00:00 Introduction to Steve Davies and His New Book01:32 The Great Realignment: Political Upheaval Explained03:17 The Collapse of Traditional Major Parties04:54 The Permanent Nature of New Right Politics05:35 Understanding Political Realignment09:40 The Shift from Economics to Globalization vs. Cosmopolitanism15:48 Material Causes Behind Political Changes16:44 Impact of Global Investment and Migration19:46 The Role of Meritocracy and Cultural Splits21:39 Climate Change in the New Political Divide27:09 Alternative Solutions to Global Problems29:41 The Future of the United Nations31:08 Global Power Shifts and the Decline of the UN33:49 The Looming Debt Crisis34:59 The Impact of Aging Populations on National Budgets37:12 Potential Solutions to the Debt Problem38:07 The Future of the US Dollar and Global Finance40:21 Public Spending and Corruption42:39 The Threat of Digital Dystopia47:14 Open Borders and Immigration Policies58:48 Final Thoughts on Future Political Landscapeshttps://x.com/SteveDavies365========Slides, summaries, references, and transcripts of my podcasts: https://tomn.substack.com/p/podcast-summariesMy Linktree: https://linktr.ee/tomanelson1
We sit down with Chris Galipeau of Franklin Templeton Institute and Putnam's Kate Lakin to explore key insights from our Global Investment Management Survey and what they signal for the 2026 market landscape. Together, Chris and Kate break down expectations around economic growth, market broadening, and the strong business fundamentals shaping potential opportunities for investors.
Haiti emergency: More than 8,000 confirmed killings in 2025: GuterresOccupied West Bank's historic settlements “systematically emptied”, reports UN human rights officeGlobal investment saw 14 per cent spike in 2025: UNCTAD
Michelle Phillips – CEO, Transnet SAfm Market Update - Podcasts and live stream
This week on TrendsTalk, Taylor St. Germain breaks down where US exports and imports are growing, which countries are losing ground, and why the EU has emerged as the clear trade “winner” in 2025. Despite these changes, the US remains the top destination for foreign direct investment, a key driver for onshoring, reshoring, and long-term industrial growth. What will this mean for manufacturers and business leaders heading into 2026?
In a special episode of the REIT Report, sponsored by Deloitte, a Nareit Platinum Industry Partner, Sally Ann Flood, vice chair and U.S. real estate sector leader at Deloitte, shared some of the highlights of Deloitte's 2026 commercial real estate outlook. Deloitte's survey of more than 850 c-level executives across North America, Europe, and Asia Pacific revealed optimism in the sector, with a sentiment index of 65. This marked a slight pullback from last year's high of 68, Flood noted, but is still positive. “We're seeing that leaders still see commercial real estate as potentially a safe investment haven, given its performance during similar periods of uncertainty in the past,” Flood said.According to the survey, 75% of global respondents plan to increase their investment levels in real estate over the next 12 to 18 months. Flood noted that as U.S. trade policy continues to be negotiated, and with a major tax bill now signed into law, “our survey shows the United States as the top market for investment opportunity in the near term, chosen by respondents 53% of the time.” During the interview, Flood also discusses key global property sectors and trends, capital markets and access to financing, AI integration in commercial real estate, and more.
It's easy to overlook what makes our tech-driven world tick, but buried inside the devices we use and the machines that keep nations safe are rare earth metals—tiny, often invisible, but absolutely essential. While most people are focused on flashy stocks or crypto swings, the real game is happening behind the scenes, where China controls most of the supply. These materials aren't just powering gadgets—they're fueling entire industries, from defense to clean energy. The scary part isn't just how valuable they are, but how concentrated that control has become while the rest of the world was busy looking elsewhere. Louis O'Connor is the founder of Strategic Metals Invest, helping over 4,000 clients across 74 countries invest in rare earth metals. Today, he breaks down why these metals are essential to modern tech—from smartphones to renewable energy—and why demand is only growing. He also warns about China's control over the global supply and what that means for investors. His talk focuses on how individuals can tap into this overlooked but vital market. It's a niche with big strategic potential. Stay tuned! Quotes: “Rare earth metals are fast becoming as important—or maybe more important—than oil and gas.” “We're definitely in a Cold War 2.0, if you will. Except this time, it's not an arms race or a nuclear arms race—it's a semiconductor race.” “Rare earths don't occur naturally in usable forms, so it's more of a metallurgical process than a mining process.” Resources: louis@strategicmetalsinvest.com Rare Earths & Technology Metals Follow Louis O'Connor on Facebook Connect with Louis O'Connor on LinkedIn
ทำไม “การลงทุนระดับโลก” หรือ Global Investment ไม่ใช่แค่เรื่องของการกระจายความเสี่ยง แต่เป็นโอกาสในการเติบโตที่ทุกคนไม่ควรพลาด และเราจะเตรียมพอร์ตการลงทุนให้พร้อมรับมือท่ามกลางโลกที่เต็มไปด้วยความไม่แน่นอนอย่างไร Wealth Story วันนี้จะพาทุกคนไปเปิดมุมมองและเจาะลึกเรื่องนี้กับ คุณสู่ขวัญ บูลกุล UOB Privilege Banking Brand Ambassador และคุณยุทธชัย เตยะราชกุล กรรมการผู้จัดการ บุคคลธนกิจ ธนาคารยูโอบี ประเทศไทย #WealthMeUp #WealthStory #UOB #การลงทุนระดับโลก #จัดพอร์ตลงทุน #FCD คำเตือน: ผู้ลงทุนโปรดทำความเข้าใจลักษณะสินค้า เงื่อนไขผลตอบแทน และความเสี่ยงก่อนตัดสินใจลงทุน
WAM Global Investment Update and Q&A Webinar by Wilson Asset Management
Gaza: As last fuel supplies run out, aid teams warn of catastropheUNHCR gravely alarmed at Iran-Israel escalationGlobal investment fell 11 per cent to $1.5 trillion in 2024: UNCTAD
Join global leaders in investment migration—Bob Kraft, Dan Wycklendt, Aaron Grau, and Bruno L'ecuyer— in our next episode of the Investing in the American Dream Podcast, as they unpack the future of the EB-5 program and international trends in the post-RIA era. Gain valuable insights into rural visa set-asides, key legislative updates, and project success stories like KAIA, which recently received its first I-526E approval in just six months.IMC: https://investmentmigration.org/IIUSA: https://iiusa.org/FPP: https://www.firstpathway.com/
EP 387 - We're going back to the future this week with the excellent Akshat Rathi and his optimistic take on climate change.Akshat is a Bloomberg Senior Climate journalist, and the author of Climate Capitalism: Winning The Global Race To Zero Emissions.We spoke to him about his book, and:Why climate solutions investment needs to be made in the developing world and emerging markets to help them move away from coalWhy he felt it was so important to tell positive stories to help accelerate the fight against climate changeAndWhy he abandoned the idea of being a scientist (after getting a PhD) to become a storyteller in order to make a bigger positive impact on the worldAs you'd expect from someone who writes for Bloomberg, he's very balanced and very astute.He's happy to concede that climate change isn't the only crisis facing humanity, but if we don't fix it, it'll make the others a whole lot worse. You can't help feeling more positive after spending time in his company, so give it a go. *For Apple Podcast chapters, access them from the menu in the bottom right corner of your player*Spotify Video Chapters:00:00 BWB with Akshat Rathi00:49 Andy's Intro to Akshat01:53 The Importance of Climate Solutions02:23 Challenges in Climate Journalism07:23 Success Stories in Climate Action11:16 The Role of Governments and Big Businesses12:43 Akshat's Journey and Passion for Climate Journalism18:36 Global Investment in Climate Solutions28:19 Practical Steps for SMEs29:43 Economic Realities in India30:01 Air Conditioning Around the World30:41 Career Reflections and Journalism34:06 Work Culture and Balance38:40 Social Media and Its Impact42:32 Greenwashing and Corporate Responsibility45:10 Quickfire - Get To Know Akshatbusinesswithoutbullshit.meWatch and subscribe to us on YouTubeFollow us:InstagramTikTokLinkedinTwitterFacebookIf you'd like to be on the show, get in contact - mail@businesswithoutbullshit.meBWB is powered by Oury Clark
Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, shares some key takeaways from the Global Investment Management Survey and provides thoughts on the US equity market, consumer spending, and the potential for recession.
John Maytham is joined by global strategist Michael Power to discuss the 90-day pause in the US-China trade war. After talks in Geneva, both countries agreed to reduce tariffs, easing global tensions. Power unpacks the political and economic impact of the deal and whether it signals lasting change or a temporary truce Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
RMB Africa focus: Africa’s economic resilience & the global investment landscapeCrystal Oderson, Journalist covering African issues and Stephen Grootes look at top business news around the continent.Tags: Stephen Grootes, The Money Show, Africa Business, Crystal Oderson, RMB, 702, Radio 702, Cape Talk The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Want to learn more about investing in real estate? Visit https://www.therealestateinvestingclub.comInterested in investing in my projects? Visit https://www.kaizenpropertiesusa.comGLOBAL REAL ESTATE INNOVATION
From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year's event in Hong Kong.Disclaimer: https://www.research.hsbc.com/R/101/Kvl7rCnSubscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights.Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvARYouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.
Curious to learn more about the global investment environment and the role of OTC Markets?Jason Paltrowitz, Executive Vice President of OTC Markets Group, discusses key market trends, the advantages of trading on the OTC, and how the platform serves as a stepping stone for companies looking to uplist. With expanding overnight trading and the upcoming OTCID Basic Market launching in July 2025, the OTC is set for further growth.Learn more about the OTC Markets: https://www.otcmarkets.com/Watch the full YouTube interview here: https://youtu.be/2bub9786-REAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Curious to learn more about the global investment environment and the role of OTC Markets?Jason Paltrowitz, Executive Vice President of OTC Markets Group, discusses key market trends, the advantages of trading on the OTC, and how the platform serves as a stepping stone for companies looking to uplist. With expanding overnight trading and the upcoming OTCID Basic Market launching in July 2025, the OTC is set for further growth.Learn more about the OTC Markets: https://www.otcmarkets.com/Watch the full YouTube interview here: https://youtu.be/2bub9786-REAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
In this episode of Energy News Beat Podcast, Michael Tanner and Stuart Turley break down the latest in energy and finance. They discuss major foreign investments in the U.S. since Trump took office, the Biden EPA's overstated climate costs, Alaska's push for South Korean LNG investors, BP's mega deal in Iraq, and the impact of climate lawfare on federal energy policy. Plus, insights into oil markets, crude inventories, and geopolitical shifts in energy.Highlights of the Podcast00:00 - SoftBank's $100B investment & Nippon Steel's bid for U.S. Steel under FTC review02:20 - Foreign investments in the U.S.: UAE's $1.4T, Saudi Arabia's $600B, Japan's Nippon Steel deal05:39 - Biden EPA overstating climate costs & the hidden benefits of CO208:13 - Alaska's $44B LNG project seeking South Korean investors10:06 - BP's $25B Iraq oil deal: Is the West back in Iraq?12:14 - U.S. states using climate lawfare to undermine federal energy push14:02 - Market updates: S&P 500, Tesla's rebound, oil & gas price movements19:06 - Ukraine-Russia maritime energy truce & its market impact21:46 - API crude oil inventory draw & its effect on oil prices#OilMarkets #EnergyNews #LNG #Investing #CrudeOil #ClimatePolicy #NaturalGas #OPEC #StockMarket #GeopoliticsPlease see the links below or articles that we discuss in the podcast.Coal Coal BabyBritish Oil Sector Hinges on Shell's FutureHeathrow blackout after substation fire highlights infrastructure vulnerabilityCanada's looming decision: US' EPA Deregulatory Actions will force Canada's hand – be competitive or be left behindDAVID BLACKMON: Tesla Could Be On The Brink Of ‘Blackberry Moment'Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show
How does understanding the Global Economy directly affect an American Investor's portfolio? In this insightful episode of Burn Your Boats Wealth, hosts Clark Lunt and David Shaw dive deep into the geopolitical shifts between the US and EU, exploring the profound impact of global events on your investments. They dissect the correlation between military spending, interest rate changes, and defense sector stocks, revealing how these economic transformations create unique investment opportunities. Learn how to navigate market volatility, understand the EU's military buildup, and make informed decisions about your financial future. Discover why staying proactive in the global market is crucial for wealth creation, portfolio growth, and identifying new investment opportunities. Tune in to understand how global tensions and economic policy directly influence your investment strategies.TakeawaysEntrepreneurship can feel isolating, and it's important to connect with others.Current global events significantly impact personal investments and portfolios.Understanding geopolitical dynamics is crucial for American investors.Germany's military shift indicates a larger trend in European defense spending.The EU's response to global tensions will affect the global economy.Investment opportunities are emerging in the defense sector due to increased spending.Rising nationalism in Europe could lead to economic shifts that affect the US.Interest rates and inflation are interconnected with global political changes.Investors should be proactive in seeking opportunities amidst market fluctuations.Staying informed about global events is essential for financial success.Sound Bites"We are living in changing times.""Entrepreneurship is lonely.""We live in a global economy."Chapters00:00 Introduction and Listener Feedback03:32 Reflections on Recent Experiences and Market Conditions07:50 Geopolitical Impacts on Investments12:28 The Role of the EU and Global Trade Dynamics17:03 Germany's Military Shift and Its Implications21:04 The Rise of European Defense Spending22:19 Understanding Global Impacts of Nationalism25:29 The Connection Between Global Events and Local Economies28:36 Interest Rates and the Bond Market Dynamics31:26 Navigating Investment Opportunities in Defense Stocks35:33 The Importance of Global Awareness in Investing42:18 Navigating the Real Estate Market42:41 Engaging with Our Community43:12 Introduction to Burn Your Boats Wealth Podcast43:40 Engagement and Community Buildingkeywordsglobal economy, investments, geopolitical dynamics, EU, defense stocks, American perspective, economic climate, military spending, inflation, market trends, geopolitics, wealth creation, Burn Your Boats Wealth Podcast, Wealth Podcast, Financial Planning, Stocks, #globaleconomy #investments #geopoliticaldynamics #EU #defensestocks #Americanperspective #economicclimate #militaryspending #inflation #markettrends #geopolitics #wealthcreation #burnyourboatswealthpodcast #davidshaw #clarklunt #wealthcreation #wealthpodcast #financialplanning #stocks Hosted on Acast. See acast.com/privacy for more information.
This annual guide to historical long-run returns is put together by UBS Investment Bank and UBS Global Wealth Management’s Chief Investment Office, in partnership with Professor Paul Marsh and Dr Mike Staunton of the London Business School and Professor Elroy Dimson of the University of Cambridge. The latest edition explores how 125 years of historical data can provide crucial insights for the future. Featuring Marsh, Kiran Ganesh and Tim Ramskill.See omnystudio.com/listener for privacy information.
Infrastructure New Zealand chief executive Nick Leggett was at the Global Investment Summit on Thursday and said he thought the government pitched the country well in its speeches. Leggett spoke to Ingrid Hipkiss.
The government's much vaunted investment summit is finally set to get underway in Auckland on Thursday. Political reporter Giles Dexter spoke to Ingrid Hipkiss.
The government's Global Investment Summit is due to start on Thursday, bringing over 100 businesses and firms together in Auckland. Devon Funds head of retail Greg Smith spoke to Corin Dann.
In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why it is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data centres and other digital assets. Enjoy the Show! Overview of Podcast with Jamie Newton: 02:00 I was not going to spend 16 weeks looking through a microscope 04:00 I grew up in the go-go days of the internet 05:30 Is 2025 the year of Riding the Curve? 08:00 US Economy: ‘All in, we're okay' 09:00 Will we ever see 19pc mortgage rates again? Highly unlikely 11:00 Recession: I think the risk has increased a little bit 12:30 Do leading indicators lag too much in today's fast moving world? 13:30 We like ABS in general, especially in USD assets 15:00 FI opportunities in data centres and fiber assets 17:00 Concentration is not so much an issue, as there is a limit to upside in FI 20:00 Artificial intelligence and fixed income 21:30 Popularity of Private credit 22:30 Lack of experience with defaults is absolutely a concern 26:30 Green bonds 28:00 Thoughts on the Australian market
Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.
Uncover cutting-edge strategies in the world of ETFs with our special guest, Meb Faber from Cambria. We dive into the shifting landscape of fixed income yield spreads and explore how these changes influence the transition from traditional mutual funds to innovative ETF structures. Meb opens up about Cambria's bold approach with their open enrollment strategy, offering an insider's view of their impressive suite of 16 ETFs, and shares candid insights into the strategic decision to close their inaugural fund named FAIL. Witness how market dynamics and investor demand play crucial roles in fund viability and decision-making processes.Prepare to expand your understanding of tax-efficient investment strategies as we unravel the complexities of the 351 exchange. This intriguing strategy offers significant tax deferral benefits, especially for those with highly appreciated positions or engaged in direct indexing. Essential for diversifying portfolios, the 351 exchange allows investors to sidestep frozen positions while adhering to specific diversification criteria. Join us as we discuss the increasing popularity of this strategy, the educational push to inform investors, and the anticipated excitement surrounding the first fund launch with an expected participation range of $30 to $50 million.Explore global endowment-style investing with Fund Two, designed to shift focus from US-centric portfolios to a diversified global strategy. We highlight the benefits of lower volatility and potential collaborations with Registered Investment Advisors (RIAs) for tailored approaches. Gain insights into upcoming fund launches and market trends as we consider the implications of high CAPE ratios, unusual fixed income yield spreads, and the promising opportunities within emerging markets. Learn why global equities might hold the key to a balanced and lucrative investment future as we navigate these shifting market currents.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the partToday's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.Visit ringtree.io and use code LEADLAG to save Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Welcome to The Hydrogen Podcast!Episode 365, In this episode, Paul discusses what's propelling the hydrogen economy forward, focusing on key projects like ExxonMobil's Baytown plant and groundbreaking initiatives across Europe. He explores how massive investments, advanced technologies, and a global shift towards low-carbon hydrogen are transforming hydrogen into a pivotal energy source.Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it. Respectfully,Paul RoddenVISIT THE HYDROGEN PODCAST WEBSITEhttps://thehydrogenpodcast.comDEMO THE H2 ADVANTAGEhttps://keyhydrogen.com/hydrogen-location-analytics-software/ CHECK OUT OUR BLOGhttps://thehydrogenpodcast.com/blog/WANT TO SPONSOR THE PODCAST? Send us an email to: info@thehydrogenpodcast.comNEW TO HYDROGEN AND NEED A QUICK INTRODUCTION?Start Here: The 6 Main Colors of HydrogenSupport the show
What if the key to understanding asset value lay not in traditional stocks or bonds, but in the complexity of options? Join us as we sit down with seasoned trader Cem Karsan, who offers an insightful look into how options are transforming from mere derivatives to pivotal elements in market analysis. With a staggering $30 trillion in new investments forecasted to hit the market this year, Cem discusses the nuances of risk management and collateral leveraging, drawing from his extensive trading floor experience. His unique perspective shines a light on how options provide a clearer picture of asset distribution, challenging conventional wisdom.Venturing into the global emerging markets, we examine how geopolitical tensions and election-related positioning could influence market behavior, particularly in a period Cem terms as a 'window of non-strength.' The ebb and flow of market trends and the anticipated re-leveraging towards the year's end are dissected, offering a forward-looking view on investment opportunities. Despite external uncertainties, the conversation remains optimistic, analyzing the structural forces behind interest rate trends and the misconception that Federal Reserve policies have solely driven inflation. The discussion probes deeper into economic inequality, stirring thoughts on the sustainability of current economic systems.Rounding off the episode, Cem shares invaluable insights into his investment strategies and educational projects through Kai Volatility and Kai Wealth. Listeners are invited to engage with Cem via his social media handle @jam_croissant and explore his podcasting endeavors, including "Top Traders Unplugged." Whether you're curious about the future of passive investing or eager to learn from a respected voice in finance, this episode promises to broaden your understanding of today's intricate financial landscape. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Join Interactive Brokers' Andrew Wilkinson and WisdomTree's Director of Macroeconomic Research, Aneeka Gupta, as they dive into the latest trends shaping global markets. From the Fed's recent rate cuts to emerging opportunities in Japan and China, Aneeka breaks down the insights investors need to know heading into the fourth quarter.
In this episode, Anupam chats with Arindam Mandal, Investment Manager at Marcellus GCP, about the ins and outs of investing in foreign stocks. They unpack the importance of global diversification, the potential benefits of tapping into international markets, and how adding foreign stocks to your portfolio can supercharge your long-term wealth-building strategy. Tune in for valuable insights on why going global is a smart move for investors!See omnystudio.com/listener for privacy information.
Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers:https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ In this episode, we discuss the concept of being a "Nomad Capitalist," which doesn't necessarily require constant travel but can involve choosing one country to live in. Mr Henderson addresses concerns about the long-term viability of choosing a single location, especially if that country follows a similar negative trajectory to the one left behind. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.
Krysto Nikolic is a Senior Managing Director and Global Head of Real Estate at ICG.Before joining ICG, he was Head of European Real Estate at Starwood Capital Group, serving on its Global Investment and Operating Committees.Previously, Krysto was a Partner at TPG and started his career at Goldman Sachs International.Krysto has led over $14 billion of real estate acquisitions and served on the Board of Directors of multiple portfolio companies and real estate platforms.Links:ICG - https://icgam.com/Krysto on LinkedIn - https://www.linkedin.com/in/krysto-nikolic/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:44) - Krysto's background and career(00:14:58) - 2012 market dynamics(00:17:31) - The transformation of European platform investing(00:19:38) - Experiences at TPG(00:25:54) - Joining Starwood(00:30:47) - Transitioning to ICG(00:35:54) - ICG's real estate platform(00:48:54) - The state of the European markets(00:57:09) - Undervalued asset classes & markets
Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities. -----Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resource-platform.eu/events/re-source-2024-event/ ----- We also salute the latest edition of Mycle Schneider World Nuclear Industry Status Report. Essential to understand what is going on in the Nuclear Industry beyond the headlines and the lobbying – More than 500 pages of data and facts.https://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-2024
Christopher Gannatti serves as the Global Head of Research at WisdomTree, a leading global financial innovator offering a diverse suite of exchange-traded products. WisdomTree is committed to developing solutions that empower investors, with over 200 employees and $111 billion in assets under management.Christopher began his journey at WisdomTree in December 2010 as a Research Analyst. Demonstrating exceptional skill and leadership, he was promoted to Associate Director of Research in January 2014. In this role, Christopher led various groups of analysts and strategists within the broader Research team.In February 2018, Christopher transitioned to the role of Head of Research for Europe, based in WisdomTree's London office. He spearheaded the full research efforts within the European market and supported the UCITS platform globally. His exemplary performance and strategic vision led to his promotion to Global Head of Research in November 2021. In his current role, Christopher is responsible for global communications on investment strategy, with a particular focus on thematic equity.Before joining WisdomTree, Christopher worked as a Regional Consultant at Lord Abbett for four and a half years. He holds an MBA in Quantitative Finance, Accounting, and Economics from NYU's Stern School of Business (2010) and a bachelor's degree in Economics from Colgate University (2006). Additionally, he is a Chartered Financial Analyst (CFA) designation holder.Support the Show.Follow me on Facebook ⬇️https://www.facebook.com/manuj.aggarwal❤️ ID - Manuj Aggarwal■ LinkedIn: https://www.linkedin.com/in/manujaggarwal/ ■ Facebook: https://www.facebook.com/realmanuj■ Instagram: ...