97 Episodo

  1. “The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group

    Publicado: 13/12/2022

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

    Publicado: 5/12/2022

  3. “The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives

    Publicado: 25/11/2022

  4. “Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research

    Publicado: 14/11/2022

  5. “Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory

    Publicado: 14/11/2022

  6. Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF

    Publicado: 20/10/2022

  7. “The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro

    Publicado: 4/10/2022

  8. Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF

    Publicado: 27/9/2022

  9. “US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners

    Publicado: 7/9/2022

  10. “China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book

    Publicado: 12/8/2022

  11. “UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money

    Publicado: 4/8/2022

  12. “The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics

    Publicado: 22/7/2022

  13. “Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI

    Publicado: 21/7/2022

  14. “The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives

    Publicado: 19/5/2022

  15. “World War 3”, David Murrin, Global Forecaster

    Publicado: 21/4/2022

  16. “The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics

    Publicado: 4/4/2022

  17. “Is ESG investing, with its focus on environmental, social and governance matters, just a passing fashion or a really good long-term investment opportunity?” Julian Morris, Unicus Research

    Publicado: 11/3/2022

  18. “Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics

    Publicado: 9/2/2022

  19. “Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy

    Publicado: 2/2/2022

  20. “Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro

    Publicado: 21/12/2021

3 / 5

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

Visit the podcast's native language site