Latest episodes of the podcast Market take
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Getting granular in our strategic views
27/11/2023
Volatility a key feature of new regime
20/11/2023
AI: a mega force driving returns now
13/11/2023
Going granular in developed market stocks
06/11/2023
An evolving U.S. financial landscape
30/10/2023
U.S. stocks: selective as earnings stall
23/10/2023
U.S. yields: two-way volatility ahead
16/10/2023
Why structural changes matter now
09/10/2023
Finding new opportunities as Q4 starts
02/10/2023
Seizing opportunities in the new regime
18/09/2023
Favoring short-term bonds long term
05/09/2023
Three takeaways from U.S. earnings season
14/08/2023
Opportunities in rewiring globalization
07/08/2023
Tighter monetary policy all around
31/07/2023
Central bank inflation fight to carry on
24/07/2023
The emerging market edge
17/07/2023
Show us the earnings growth
10/07/2023
2023 Midyear Investment Outlook
03/07/2023
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