Talking Heads

241 Episodes

1. What are the implications of climate change for investors?

   Published: 11/6/2024
2. What's in the mix for yields of US Treasuries?

   Published: 10/30/2024
3. Systematic investing - Bigger, stronger, faster

   Published: 10/22/2024
4. Assessing turning points in the equity outlook

   Published: 10/16/2024
5. Green and social bonds: a fully grown market

   Published: 10/8/2024
6. European small caps to outdo large caps

   Published: 10/3/2024
7. Opportunities in US healthcare stocks

   Published: 9/26/2024
8. Our 2024 Thematics Barometer

   Published: 9/20/2024
9. Stewardship - Making our ESG policies actionable

   Published: 9/18/2024
10. Emerging market debt: Further to go after a strong run

    Published: 9/10/2024
11. Inequality: why does it matter for investors?

    Published: 9/4/2024
12. How to lock attractive interest rates for fixed periods

    Published: 8/27/2024
13. How to have an impact with investments

    Published: 8/19/2024
14. Caution after the market sell-off

    Published: 8/7/2024
15. AI investment: the mega-caps ‘arms race’ is on

    Published: 7/31/2024
16. Catch the gripping coupons of leveraged loans

    Published: 7/24/2024
17. Progressing portfolios to net zero

    Published: 7/16/2024
18. Will election results upend climate policies?

    Published: 7/9/2024
19. Natural capital: the multiple merits of managed sustainable forestry

    Published: 7/2/2024
20. The case for sovereign debt in multi-asset portfolios – and for gold

    Published: 6/25/2024