Podcasts about investment strategist

Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets. Featured are Evan Brown, Portfolio Manager, and Head of Multi-Asset Strategy, & Fatou Konteh, Investment Strategist, UBS Asset Management. Recorded on 05.06.2025

Amidst headlines proclaiming economic doom from Trump's tariffs, a surprising reality emerges: Chinese exports to the United States represent a mere 2.3% of China's GDP. This revealing statistic underscores China's remarkable transformation from an export-driven economy to one powered by domestic consumption and services.Henry Greene, Investment Strategist at KraneShares, breaks down this economic evolution with remarkable clarity. China's exports to America have plummeted from over 25% of total exports in 2006-2010 to just 14% today, while their manufactured goods exports represent only about 11% of GDP. For investors concerned about Chinese internet companies, the news grows even more intriguing – less than 2% of revenues from KWeb portfolio companies (including Alibaba, PDD, Tencent, and Meituan) originate from American consumers. Only PDD Holdings, with its popular Temu app, faces meaningful exposure at roughly 15% of revenue.The conversation explores several misconceptions plaguing market narratives. Concerns about Chinese company delistings from U.S. exchanges largely rehash existing policies from the 2020 Holding Foreign Companies Accountable Act, rather than representing new threats. Similarly, trade tensions around Taiwan reflect long-standing political posturing rather than imminent geopolitical shifts. Meanwhile, Chinese internet valuations remain compelling at roughly 17% earnings multiples compared to 30% for U.S. tech counterparts.Looking forward, multiple growth catalysts remain intact regardless of trade negotiations. Artificial intelligence development continues at pace with companies like Alibaba introducing increasingly efficient models. Consumer confidence has room to recover from pandemic-era lows. Perhaps most promising, cloud computing penetration among Chinese businesses sits at just 50% – substantially below Western rates and echoing the internet adoption curve that powered earlier growth cycles.Discover how savvy investors are navigating this complex landscape using strategies like balanced onshore/offshore exposure, covered calls, buffer products, and Asian fixed income to capitalize on China's economic resilience while managing volatility. Subscribe to KraneShares.com or ChinaLastNight.com for ongoing market insights that challenge mainstream narratives with data-driven analysis. 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:

In this timely episode, Gary Mar, President and CEO of the Canada West Foundation and former Alberta Cabinet Minister, joins Ben Jang, Portfolio Manager and Investment Strategist at Nicola Wealth, to discuss the recent Canadian federal election and what the results could mean for the economy, energy, and national unity. The conversation explores the potential for cross-party cooperation, the evolving relationship with the United States, and how Canada can strengthen its position through productivity, infrastructure, and Arctic strategy. Together, they offer a thoughtful and wide-ranging discussion on the decisions that could shape Canada's economic future.

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, investment strategist Andy Tanner reveals why most new investors fail—not from lack of effort, but from skipping the most important step: finding mentors before chasing deals. Learn how shifting from a culture of financial advice to one of deep education can transform your investing mindset, why systems and clear criteria reduce fear and uncertainty, and how mastering four core pillars—fundamental analysis, technical analysis, cash flow positioning, and risk management—equips you with the financial intelligence needed to build lasting, resilient wealth.➡️ Show Linkshttps://successstorypodcast.com YouTube: https://youtu.be/R1z59pKMSu8 Apple: https://podcasts.apple.com/us/podcast/andy-tanner-educator-investor-author-the-four-pillars/id1484783544 Spotify: https://open.spotify.com/episode/5F0KyNLPa7frsNgBvgzS4z ➡️ Watch the Podcast on YouTubehttps://www.youtube.com/c/scottdclary See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

In this week's edition of Through The Noise podcast, Michelle speaks to Manpreet on the CIO's latest view against the backdrop of rising economic growth concerns, declining USD and elevated market volatility.Find out more from our latest Global Market Outlook report here.Speakers:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Michelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Michelle discusses CIO's views on gold prices following its continual rally since start of year.  Speaker:  - Michelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Michelle discusses the opportunities under elevated market volatility from both an asset allocation as well as equities sector perspective. Speaker: - Michelle Kam, Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

In this episode, Natalie welcomes Andrew, a seasoned Chief Investment Officer and Business and Investment Strategist, to the show to discuss his extensive experience in real estate and property investment. Andrew shares insights into the differences between real estate and property terminology, the impact of technology on shopping habits and town centres, and the unique characteristics of beach huts as investment assets. He reflects on the emotional connections people have with beach huts, highlighting their value beyond mere financial investment. KEY TAKEAWAYS The terms "real estate" and "property" are often used interchangeably, with "property" being more common in the UK and "real estate" in North America. Both refer to the same concept, but "real estate" may encompass a broader range of assets. The rise of e-commerce and technology has significantly changed consumer behaviour, leading to a decline in traditional retail spaces. This shift has resulted in a polarisation of the market, where successful regional shopping centres thrive while many high streets struggle. Beach huts, while smaller and less conventional than typical real estate investments, hold unique value due to their location and the experiences they provide. Their scarcity and the emotional connections people have with them contribute to their rising prices. The property investment landscape is evolving, with challenges such as economic turbulence and changing consumer preferences. However, there remains a strong demand for affordable housing, indicating potential opportunities in the residential market. The importance of ongoing education and adaptation in the real estate sector is emphasised, particularly with the emergence of AI and new investment strategies. Modern learning methods allow for flexible and accessible education, enhancing professional development in the field. BEST MOMENTS "I've worked on global projects across shopping centres, office blocks, industrial warehouses, and more recently have got involved in residential over the last 20 years or so." "People are always shocked about beach hut prices. And the Daily Mail, they love to do articles every time a really expensive feature goes up for sale." "The fundamentals of it, it's not interchangeable with anything else particularly. So one would assume that the value of the hut would stay strong in real terms because it can't be substituted easily." "You mentioned that you're utilising this time to do some additional learning and training, which I think is brilliant because I think the days when we used to go to school and then you'd go into employment and that's where you'd stay and the learning stopped." "At the end of the day, it's a shed on the beach. It is. But yeah, it's not quite as much fun as playing in my garden shed." HOST BIO My name is Natalie Young. I bought a beach hut to bring joy into my life after escaping an abusive relationship and a difficult divorce. Based in Christchurch, Dorset, my beach hut is affectionally called the Salty Seagull and is located on Friars Cliff beach with sea views to the Needles on the Isle of White. It is my slice of heaven. Owning and hiring a beach hut is more complicated than I realised and I am on a constant mission to discover the best ways to manage and care for your hut. I have researched the pros and cons of renting and the best ways to market and host. The beach, the sights and the sounds of the sea bring me huge joy. I hope this podcast will bring you smiles, laughter and joy too! https://www.facebook.com/profile.php?id=61559730024536&sk=about https://www.linkedin.com/company/103555627/admin/feed/posts/?feedType=following PODCAST DESCRIPTION Welcome to the Bonkers about Beach Huts podcast, the show that's all about beach huts! Whether you are thinking of buying a beach hut and don’t know where to begin or if you have had a beach hut in your family for generations this podcast is for you. As I travel across the UK exploring these coastal retreats and sharing personal stories of how the humble beach hut has shaped lives, I will also be creating the UK's first beach hut map. I will give tips on where and how to buy a beach hut. And share everything you need to know about beach hut maintenance plus advice on hiring a beach hut. We will be chatting with special guests from estate agents to lock specialists, beach hut associations to beach hut builders, and artists to interior designers. If you don’t know what all the fuss is about, join us every week and you too will become a little bit Bonkers Bbout Beach Huts.

Speaking exclusively to Bloomberg, Treasury Secretary Scott Bessent played down the recent selloff in the bond market, rejecting speculation that foreign nations were dumping their holdings of US Treasuries. In her latest column, Bloomberg Opinion's Shuli Ren writes China is done retaliating against President Donald Trump's exorbitant tariffs, calling the administration's actions a "joke" that it no longer considers worthy of matching. The question now is whether President Xi Jinping will find a more potent weapon to strike back - such as its $760 billion worth of Treasury securities. We get her reaction to Bessent's comments. Plus - a degree of calm returned to Wall Street, with stocks and bonds notching a twin rally after a tumultuous week in the grip of President Trump's disruptive trade war. We get reaction to the day's market action from Ross Mayfield, Investment Strategist at Baird.See omnystudio.com/listener for privacy information.

In this special edition of Investec's No Ordinary Wednesday podcast, we delve into the recent market turmoil following President Donald Trump's controversial tariff announcements, which led to a staggering $5 trillion loss in the S&P 500 in just two days. Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth, and Investment Strategist, Osagyefo Mazwai discuss implications for the global and local economies, investment portfolios and the future of markets. Podcast key moments: 00:00 – introduction 01:01 - What's the Global Investment Strategy Group's view on Trump's strategy and how does it impact its risk score? 03:00 - Is this all bark and no bite on Trump's behalf? Could Trump roll back any of the tariffs? 03:54 - Is there method in Trump's madness? Could these tariffs play to his ambitions of boosting local manufacturing, reducing debt and improving the life of the majority of Americans? 05:55 - US recession fears are mounting, are these valid? What would the knock-on consequences be for global growth and earnings? 06:39 – Where are the opportunities for investors amidst the chaos? 07:50 - South Africa's exposure to tariffs? 09:24 - What options does the South African government have when it comes to responding to the tariffs? 10:30 – The uncertainty with the government of national unity is weighing heavily on local markets. How will this play out? 12:17 - With all this uncertainty, how is Investec's Global Investment Strategy Group positioned on South Africa? 13:30 - South Africa has strong trade ties with both the US and China. How could these tariffs affect the country's trade balance? 14:22 - Should we be concerned about further rand weakness? 15:20 - With no end in sight to geopolitical tensions and global trade shifts, what is the outlook for the global economy over the next 12 months? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

On the Early Edition with Full Show Podcast Wednesday 9th of April 2025, Associate Police Minister Casey Costello joins Andrew Dickens to talk on a report which found a substantial increase in organised crime over the past 5 years. Australia Correspondent Lesley Yeomans shares the reaction from the Australian public on the first debate between Australian Prime Minister Anthony Albanese and his election rival Peter Dutton. Plus, It's OCR day... John Carran, Investment Strategist and Economist at Jarden takes his pick on how the Reserve Bank will move. And UK/Europe Correspondent Gavin Grey shares the latest on the Duke of Sussex is in court again in London to appeal a decision to downgrade the level of security he receives in the UK. Get the Early Edition Full Show Podcast every weekday on iHeartRadio, or wherever you get your podcasts. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Economists are seemingly aligned on where they think today's Official Cash Rate figure will land. The Reserve Bank's expected to cut the OCR by 25 basis points, down from 3.75 percent. It's the first rate decision since Governor Adrian Orr's resignation. Jarden Economist and Investment Strategist, John Carran told Andrew Dickens there's been a lot of uncertainty in markets from US President Donald Trump's tariffs. He believes it's too early for the bank to panic and cut the OCR any further. See omnystudio.com/listener for privacy information.

Are New Zealand shares finally poised for a turnaround? Since the COVID lockdowns, the New Zealand share market has struggled, down 12%, while the United States market has surged 69%. With local shares lagging, is this the moment for a rebound?Mortgage rates have stabilised, consumer spending is on the rise, and farmers and exporters are back at the forefront. With valuations looking more attractive than ever, where are the biggest opportunities to capitalise on this shift?This week, Casey Keiper, Portfolio Manager at NZ Funds, joins James Grigor, Investment Strategist, to discuss the outlook for New Zealand shares and the factors driving the potential recovery. Join us to learn how NZ Funds, as an active manager, is positioning client portfolios to seize these emerging opportunities.

Less than a month ago, the S&P 500 hit a record high. Now it's down 10%, sparking media headlines. But despite the drop, United States shares are still up over 8% in the past year. Market swings like this are normal, and not all global markets are reacting the same way. While Trump's trade policies dominate the conversation, they're just one piece of a bigger picture.This week, Mark Brooks, Chief Investment Officer at NZ Funds, joins James Grigor, Investment Strategist, to discuss these market swings. Is this a routine correction or something bigger? Are recession concerns justified, or is the noise drowning out the facts? With Trump touting economic strength while markets retrace, what's the bigger risk – staying in or stepping out? And how can long-term investors use volatility to their advantage?

In this week's edition of Through The Noise podcast, Michelle speaks to Rajat on how to position amid a declining US equity market, against the backdrop of ongoing tariff and recession concerns. Read our latest Weekly Market View here. Speakers: Michelle Kam, Investment Strategist, Standard Chartered Bank Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode of The Nine, Mike Dembro, Lead Investment Strategist at MFS Investment Management, shares his journey from early investing lessons to navigating major financial crises. Fresh off the stage at Nicsa's Strategic Leadership Forum, he discusses the importance of resilience, industry shifts, and why staying the course matters in volatile times. More at http://nicsa.org/podcasts

Building on the first episode in this series, Aaron Viscayno, Business Development Associate with the Investment Products team at ASX, and Marc Jocum, Senior Product and Investment Strategist, Global X, continue laying the groundwork with a new list of things to consider when beginning to invest on ASX.  Marc goes back to the fundamental question of what is your end goal and your time frame because that will dictate not only where you should be investing in terms of asset allocation, but also set the framework for your investing. He explains the importance of setting up goals, describes the different asset classes and associated risks and then dives into the psychology of investing and how investors can handle their own biases by building a diversified investment portfolio and tuning out market noise.

Abhilash Narayan, Investment Strategist, HSBC Global Private Banking and Wealth shares how markets are pricing in news developments including US President Donald Trump threatening to slap 25% tariffs on the European Union, claiming the 27-country bloc was “formed to screw the United States”. He also discusses some of the latest takeaways from the saga around City Developments, where executive chairman Kwek Leng Beng has moved to sack his son and CEO Sherman Kwek. Produced/presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Direct Indexing Strategies with Greg Kanarian, JD, CFA   Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm's Direct Indexing strategies. Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it may or may not be appropriate for, what personalization and customization options are available, and more. If you've been curious about direct indexing but haven't taken time to learn much about it, this episode is for you! To learn more: https://www.linkedin.com/in/greg-kanarian/ https://www.im.natixis.com/en-us/about/biographies/gregory-v-kanarian  

Today's guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today's episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors' unique approach to hedged equity products and defined risk strategies, as well as the benefits of minimum volatility and trend following in portfolio management. (0:00) Starts (1:00) Introduction of Brian Jacobs (2:29) Historical bond performance (6:02) Aptus ETFs and investment strategies (9:37) Defined risk and hedging products (ACIO, UPSD, DEFR) (22:50) Options strategies (25:42) Bond yields, put writing, and credit spreads (29:03) Housing market & tax optimization (35:18) Stock buybacks, dividends, and total return concepts (45:19) CAPE ratio critique (56:32) Most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

Trends lanceert deze week een nieuw online beleggingsplatform. Danny Reweghs vertelt er alles over, net als over de recente ontwikkelingen bij biotechspeler argenx en industriebedrijf Bekaert. Z 7 op 7 is de nieuwe dagelijkse podcast van Kanaal Z en Trends. Elke ochtend, vanaf 5u30 uur luistert u voortaan naar een selectie van de meest opmerkelijke nieuwsverhalen, een frisse blik op de aandelenmarkten en een scherpe duiding bij de economische en politieke actualiteit door experts van Kanaal Z en Trends.Start voortaan elke dag met Z 7 op 7 en luister naar wat echt relevant is voor uw business, onderneming, carrière en geld.

On today's episode, we explore what an Elon Musk acquisition of TikTok's US operations would look like with Catherine Thorbecke, Bloomberg Opinion Tech Columnist in Tokyo. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council's Eurasia Center, shares his thoughts on news of an Israel-Hamas ceasefire in Gaza. Plus, a look at how recent US economic data has rippled through markets with Ross Mayfield, Investment Strategist at Baird Private Wealth Management.See omnystudio.com/listener for privacy information.

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, entrevista a Alberto Rojas, Investment Strategist en nuestro equipo de Mercados Emergentes. Conversan sobre las perspectivas económicas y de inversión en 2025 para Panamá y República Dominicana.

Stephen Grootes chats to Izak Odendaal, an Investment Strategist at Old Mutual as they discuss how investors can manage mixed messages.See omnystudio.com/listener for privacy information.

·         Stephen Grootes speaks to Anthony Costa, B20 head of Secretariat as they discuss SA's proposal to address inequality and ensure economic sustainability.   ·         Stephen Grootes speaks to Bani Kgosana, Chief Revenue Officer Pragma Global as they discuss how the government can best restore its dilapidated infrastructure and save money by using local, world-class solutions.   ·         Stephen Grootes chats to Izak Odendaal, an Investment Strategist at Old Mutual as they discuss how investors can manage mixed messages.   ·         Stephen Grootes hosts Hilton Kalner, the CEO of Discovery Bank to chat about standout reads for 2024 for and his executive team.   ·         Stephen Grootes hosts Sizwe Nxasana, former CEO of Telkom, FirstRand and cofounder of Sifiso Learning Group and he speaks about his career, his philosophy when it comes to money and his life in general.See omnystudio.com/listener for privacy information.

Stephen Grootes chats to Izak Odendaal, an Investment Strategist at Old Mutual as they discuss how investors can manage mixed messages.See omnystudio.com/listener for privacy information.

Scott Welch of Certuity joins Tony in episode 17 of the Alternative Allocations podcast to provide his perspective on allocating to alternative investments. They discuss the growth of evergreen products, the importance of due diligence when selecting a private fund manager, and the evolution of the alternative investment industry. Scott also provides insight into how he thinks about portfolio construction and where private funds and alternatives fit into an overall portfolio.  Scott Welch, CIMA®, Chief Investment Officer & Partner, Certuity. As the head of Certuity's investment strategy team and member of the firm's risk management team, he is actively involved in all facets of the firm's investment program and works with Certuity's advisors, investment analysts and directly with clients on portfolio architecture, asset allocation, investment due diligence and selection.  Prior to joining Certuity, Mr. Welch was a member of the WisdomTree Asset Allocation and Investment Committees and was the Chief Investment Officer of their model portfolios. Prior to WisdomTree, Mr. Welch was the Chief Investment Officer of Dynasty Financial Partners, as well as the Co-Founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that was purchased by LPL Financial. Prior to joining Fortigent and its predecessor RIA in 1998, Mr. Welch spent more than 12 years on Wall Street. Mr. Welch holds the Certified Investment Management Analyst (CIMA®) designation, as well as the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investments & Wealth Institute (IWI). He has served on the Board of Directors of IWI, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor. In 2024, Mr. Welch was awarded the Wealth Management Impact Award from IWI in recognition of his significant contributions to the wealth management industry over the course of his career. Mr. Welch earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst. Scott Welch, CIMA® | LinkedInAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Investor ideas talks to Investment Strategist about Newly Listed Defense ETF (NASDAQ: NATO)

Featuring: Helen Zhu, Managing Director and Chief Investment Officer at NF Trinity Ross Mayfield, Investment Strategist at Baird Private Wealth Management Tom Bruce, Macro Investment Strategist at Tanglewood Total Wealth Management 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.

In this week's edition of Through The Noise podcast, Michelle speaks to Manpreet to discuss about potential investment implications from US president-elect Trump's cabinet appointees and his pro-growth policies.Speakers:- Michelle Kam, Investment Strategist, Standard Chartered Bank- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers, and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

In this week's edition of Through The Noise podcast, Michelle speaks to Manpreet to discuss about positioning ahead of major events, including the US presidential election and the Fed's policy meeting.Read our latest Global Market Outlook here.Speakers:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Michelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

จับตา 9 เดือนแรก ปี 2567 คาดกำไรสุทธิกลุ่มแบงก์ทะลุ 1.6 แสนล้านบาท โตเฉียด 5% แม้ปล่อยสินเชื่อลดลง รายละเอียดเป็นอย่างไร ส่องหนี้เสีย ‘กลุ่มแบงก์' เสี่ยงพุ่งขึ้นแค่ไหน พูดคุยกับ กรรณ์ หทัยศรัทธา นักกลยุทธ์ ฝ่ายวิเคราะห์เศรษฐกิจและการลงทุน สายงานวิจัย บล.ซีจีเอส อินเตอร์เนชั่นแนล (ประเทศไทย) กลยุทธ์จัดพอร์ตลดหย่อนภาษี บริหารความเสี่ยงและผลตอบแทนอย่างไรให้เติบโตในระยะยาว พูดคุยกับ วิศกรณ์ คีรีวรรณ, CFA ผู้อำนวยการ Investment Strategist ฝ่าย Wealth Products & Strategy บริษัทหลักทรัพย์ อินโนเวสท์ เอกซ์ จำกัด

จับตา 9 เดือนแรก ปี 2567 คาดกำไรสุทธิกลุ่มแบงก์ทะลุ 1.6 แสนล้านบาท โตเฉียด 5% แม้ปล่อยสินเชื่อลดลง รายละเอียดเป็นอย่างไร ส่องหนี้เสีย ‘กลุ่มแบงก์' เสี่ยงพุ่งขึ้นแค่ไหน พูดคุยกับ กรรณ์ หทัยศรัทธา นักกลยุทธ์ ฝ่ายวิเคราะห์เศรษฐกิจและการลงทุน สายงานวิจัย บล.ซีจีเอส อินเตอร์เนชั่นแนล (ประเทศไทย) กลยุทธ์จัดพอร์ตลดหย่อนภาษี บริหารความเสี่ยงและผลตอบแทนอย่างไรให้เติบโตในระยะยาว พูดคุยกับ วิศกรณ์ คีรีวรรณ, CFA ผู้อำนวยการ Investment Strategist ฝ่าย Wealth Products & Strategy บริษัทหลักทรัพย์ อินโนเวสท์ เอกซ์ จำกัด

In this week's edition of Through The Noise podcast, Michelle speaks with Rajat to discuss about the risks and opportunities ahead of the US presidential election and further earnings reports from major US corporations.Read our latest Weekly Market View report here.Speakers:- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank- Michelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In the week's edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss about the risks and opportunities from the surge in bond yields.Find out more from our latest Weekly Market View report here.Speakers:- Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Part 1 of 2 Abby Joseph Cohen once moved markets as Goldman Sachs U.S. Investment Strategist. She now shares her economic and financial wisdom with business school students at Barron's annual roundtable. WEALTHTRACK episode 2113 broadcast on September 27, 2024 More info: https://wealthtrack.com/legendary-strategist-outlook/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

In this week's edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss about positioning for a world of falling interest rates.To view our latest Global Market Outlook, please click here.Speaker:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Zhong Liang discusses the ongoing US budget negotiation to avert a government shutdownSpeaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Zhong Liang discusses the implications of the latest BoJ rate decision.Speaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, entrevista a Alberto Rojas, Investment Strategist en nuestro equipo de Mercados Emergentes en Nueva York. Conversan sobre la economía de Panamá, su nota crediticia y sus bonos soberanos. Además, charlan sobre la situación política de Venezuela y qué se avizora en el futuro inmediato.

Zhong Liang discusses the prospects for the US technology sector following recent underperformance.Speaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Zhong Liang gives a preview of what to expect from the upcoming Fed meeting.Speaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Zhong Liang discusses our views on the latest set of macro data in China.Speaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Zhong Liang discusses our thoughts on the recent divergence of gold and oil prices and their near-term outlook.Speaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Michelle speaks to Raymond on how to navigate through potential market volatilities in September, which tends to be a seasonally weaker month for equities historically.For insights from our latest Weekly Market View report, visit the link here. Speakers:Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

How do you know when to stay the course or press the panic button during market volatility?In this special episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Barry Gilbert, CFA®, Ph.D. Vice President, Asset Allocation Strategist at Carson Group, and Grant Engelbart CFA®, CAIA®, Vice President, Investment Strategist at Carson Group, for a discussion of this period of heightened market turmoil. The team dives into the recent volatility triggered by the Bank of Japan's actions, the impact of weak job data on the Fed's interest rate decisions, and the ripple effects on both global and domestic markets. They discuss: The Bank of Japan's unexpected moves and their impact on global marketsAnalysis of recent job data and what it means for future Fed rate cutsHow current earnings reports reflect broader market conditionsDiversification strategies to manage riskAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Barry Gilbert: LinkedIn: Barry GilbertConnect with Grant Engelbart: LinkedIn: Grant EngelbartConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Barry Gilbert:Barry Gilbert is a Vice President, Asset Allocation Strategist. As the VP, Asset Allocation Strategist, Barry Gilbert combines a background in thought leadership with a pragmatic and disciplined approach to portfolio management.Barry holds a PhD in philosophy from Boston University, an MA from the Pennsylvania State University, and a BA from Haverford College. A former educator, he taught finance and economics in the MSF and MBA programs at Northeastern University's D'Amore-McKim School of Business. Prior to his career in asset management, Barry taught philosophy, the history of ideas, and writing and rhetoric at Harvard University, Trinity College and Boston University, and has served as a visiting research fellow at the Institute for Human Sciences in Vienna, an international think tank in politics and economics.About Grant Engelbart:Grant Engelbart serves as Vice President, Investment Strategist for Carson Group. In this role, Grant is part of the team responsible for the management of the Carson Investment platform, In-house Carson model portfolios, and contribution to the overall asset allocation viewpoints of the investment team.Grant received his Bachelor of Science in finance from the University of Nebraska at Lincoln. He is a CFA® Charter holder, holds the Chartered Alternative Investment Analyst (CAIA) designation, DACFP Certificate in Blockchain and Digital Assets, Candriam Certificate in Sustainable and Responsible Investing and Series 65 registration. He is a member of the CFA® Society of Nebraska and the CAIA Chicago chapter. He has contributed to numerous publications and is an active contributor to commentary related to the ETF industry.

On this episode, Josh and Andrew talk with Ross Mayfield about the resurgence of Small Cap Stocks, the status of the U.S. Dollar, and where we sit relative to the average bull market. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.