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The IRF Podcast

Por: irfpodcast

Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

100 episodios disponibles

Latest episodes of the podcast The IRF Podcast

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“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money 18/04/2023

“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro 08/04/2023

“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors 03/03/2023

“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research 02/03/2023

Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF 02/03/2023

“The Fed’s Dim Chances of Getting Inflation Under Control”, David Ranson, HCWE & Co. 02/02/2023

Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF 18/01/2023

“The Financial Markets in 2022 and 2023”, Ron William, RW Advisory 20/12/2022

“Japan in 2023: A Year of Major Transformation and Opportunities”, Ryoji Musha, Musha Research 14/12/2022

“The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group 13/12/2022

Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF 05/12/2022

“The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives 25/11/2022

“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research 14/11/2022

“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory 14/11/2022

Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF 20/10/2022

“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro 04/10/2022

Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF 27/09/2022

“US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners 07/09/2022

“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book 12/08/2022

“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money 04/08/2022

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