Episodes

As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?

The Federal Reserve’s September meeting has wrapped and investors are watching closely for what comes next. How will the Fed’s decision to cut rates impact markets and the economy? Plus, can this equity rally continue?

2Q25 earnings season is over. With profits beating estimates, what drove results, and what are our key takeaways for the second half of the year?

In the heart of New York, Central Park stays serene, and so do the markets. What explains this calm amid uncertainty, tariffs, and shifting federal spending as investors remain steady in a world full of noise and disruption?

On the surface, we’re seeing new record highs in the equity market. The S&P 500 and Nasdaq have been on impressive runs since Liberation Day. However, what’s beneath the surface could be a little more concerning.

In today’s digital world, financial misinformation spreads faster than ever, fueled by social media, viral trends, and even the latest AI technology. So, what’s the real cost when we act on bad information?

Big changes are here for estate and business owners. The new tax law just rewrote the rules on gifting, deductions, and more. What should you do now to protect and grow your wealth?

Year-to date, the USD has weakened 12% against the EUR which means European espresso costs a lot more now in dollar terms than it did just a few months ago. Why has the dollar weakened and what is the impact on the economy?

The Fed held rates steady once again, signaling a cautious approach as economic uncertainty remains. But as volatility fades, investors are asking, is this the time for fixed income investing?

There is a new reality in Washington, but for markets and the economy, uncertainty remains. With signature moves on tariffs and taxes set to take effect, what’s next for the Fed, dealmaking, and the broader outlook?

Emerging markets have often been at the mercy of global rate cycles. But this time, EM central banks are leading the way—tightening early, taming inflation, and now potentially preparing to ease before the Fed. Is this a turning point for EM assets?

The first half of the year in sustainable investing has been a whirlwind—policy shifts, market volatility, and a new administration that’s put sustainability and climate change front and center. What can we expect for the second half of 2025?

With the ‘One Big, Beautiful, Bill’ now signed into law, American tax policy has entered a new era. Beyond the headlines, however, what’s the real story for business owners?

2Q earnings season is underway—discover what’s driving market momentum, which themes are in focus, and what key topics investors are watching for.

We’ve seen the headlines talking about what’s in the bill—now that the dust has settled, what really matters for investors and the economy? Which policies will actually move markets, and where are the biggest risks and opportunities?

Markets have shrugged off uncertainty, but shifting yields, tariff talk, and fresh Fed signals suggest change ahead. From resilient risk assets to high-yield credit and defensive plays, investors have a lot to watch in the coming months.

Brazil is gaining attention with structural reforms, expected rate cuts, and supportive global trends. But the key question remains - can this momentum truly be sustained?

POTUS 47 administration used more executive orders in the first 100 days than any US president in the past 50 years. Tiffany Agard, CIO Sustainable and Impact Investing, breaks down the orders and how they impact the sustainability sector.

This conversation with Julia Hermann takes us beyond the headlines and into the engine room of the AI revolution. As energy demands of AI data centers rival those of entire countries, we explore what powers AI and where that power will come from.

Whether you are powering massive data centers or making shiny new electric vehicles, electrification is a sustainable way to accommodate this rise in energy demand. What do you need to know as an investor?

Markets have been anything but calm this year - volatility is back, headlines are on a 24-hour cycle and investors are scratching their heads wondering what to do. There is a light - beneath the noise, some companies are quietly building real value.

We’re diving into the latest Own your worth report from Women’s Wealth, shedding light on the real-life experiences of women navigating wealth transfers. What can we all learn from these stories of transition, resilience, and empowerment?

Markets were whipsawing on just about every headline—tariffs, trade wars, and reshoring—but they have since calmed, with volatility now somewhat muted. Have markets become too complacent? What is the market really telling us?

The U.S. economy faces new policies, global uncertainty, and a changing rate outlook. As yields climb and recession fears linger, how can investors position for opportunity?