Making Sense

301 Episodes

1. Data Assets & Alpha Group: What’s next for European equities?

   Published: 3/19/2024
2. Is demand for electric vehicles slowing down?

   Published: 3/18/2024
3. Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference

   Published: 3/14/2024
4. Data Assets & Alpha Group: Data in the stock picking process, with BlackRock’s EMEA CIO of Fundamental Equities

   Published: 3/12/2024
5. Some signs of cooling in the February jobs report

   Published: 3/8/2024
6. Soft Landing? M&A Boom? Unpacking the Global High Yield & Leveraged Finance Conference

   Published: 3/5/2024
7. Data Assets & Alpha Group: A macroeconomic approach to investing, with Fulcrum’s Chief Research Officer

   Published: 2/27/2024
8. FICC Market Structure: Blockchain’s case for liquidity

   Published: 2/26/2024
9. China’s economic outlook and policy pathways for 2024

   Published: 2/23/2024
10. Strategic investment themes for 2024

    Published: 2/20/2024
11. Data Assets & Alpha Group: Can US equities break even higher?

    Published: 2/16/2024
12. What to expect at the 2024 High Yield & Leveraged Finance Conference?

    Published: 2/15/2024
13. FICC Market Structure: The future of electronic trading

    Published: 2/6/2024
14. Surprising payroll and wage gains in the latest jobs report

    Published: 2/2/2024
15. Data Assets & Alpha Group: Asset Allocation amid Climate Risks, with Fidelity Intl Macroeconomist

    Published: 1/30/2024
16. A bullish outlook for gold in 2024?

    Published: 1/26/2024
17. “Opening with a Bang”: An update on the European Leveraged Finance Markets

    Published: 1/25/2024
18. The Global Economy in 2024: Trends and Surprises with Michael Cembalest

    Published: 1/23/2024
19. Insights from J.P. Morgan’s 42nd Healthcare Conference

    Published: 1/19/2024
20. 2024 Global Inflation Outlook

    Published: 1/17/2024