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Latest episodes of the podcast Market take
Three investment lesson for 2026
05/01/2026
Diversification mirage in plain sight
15/12/2025
Soft labor market keeps Fed cut in play
01/12/2025
Keys to an EU investment renaissance
23/11/2025
At last, key U.S. economic data return
17/11/2025
AI front and center at our 2026 Forum
10/11/2025
Mega forces playing out in real time
03/11/2025
Keeping our macro scenarios fresh
27/10/2025
U.S. earnings: resilience is key
20/10/2025
U.S. dollar drop not that unusual - yet
13/10/2025
Fed's room to ease keeps us risk-on
06/10/2025
Why we still like Japan in global stocks
29/09/2025
Sticking with granular views in Europe
22/09/2025
Staying risk-on as macro tensions ease
16/09/2025
Three drivers for emerging markets
08/09/2025
Three lessons from an eventful 2025
02/09/2025
Mega forces the new long-term anchor
11/08/2025
U.S. tug-of-war: earnings vs. tariffs
04/08/2025
Stablecoins look here to stay
28/07/2025
A new regime for income in portfolios
21/07/2025
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