Episodes

The 4Q earnings season is just getting started. What should you be paying attention to as we receive results from the final quarter of 2024?

Last Friday’s labor report was overall better than expected. With the labor market strong, and little progress on core inflation in recent months, will that leave the Fed with reason to cut rates now? Catch Brian Rose, Senior US Economist from CIO as he breaks it all down.

Last Friday’s labor report was overall better than expected. With the labor market strong, and little progress on core inflation in recent months, will that leave the Fed with reason to cut rates now? Catch Brian Rose, Senior US Economist from CIO as he breaks it all down.

Cash yields are falling, spreads are tightening, and investors face a crucial decision. How are we going to navigate fixed income's new landscape in 2025?

As politics shift and ESG debates rage on, the smart money is telling a different story. Impact investing has hit $1.6 trillion, while water investments surge and sustainability is quietly reshaping everything from bond investing to AI power demand. So, how is the sustainability playbook being rewritten?

In this 6th episode of “The era of AI”, we have a conversation with Agustin Mohedas, Portfolio Manager and Research Analyst at Janus Henderson about AI in healthcare isn't just another tech story. What does this AI revolution mean for medicine?

Trump's return to Washington promises an economic rush - tax cuts, spending plans, and consumer relief. But there's a catch: an $8 trillion addition to our debt, interest payments approaching $1 trillion, and just 14% of the federal budget available for cuts. As this high-stakes economic experiment unfolds, what is the year ahead going to look like for business owners?

The United States is readying itself for Donald Trump’s second turn at bat, returning to the White House this coming January. With cabinet picks arriving at record speed and an agenda built on 4 years of reflection, what does the first 100 days look like?

With the uncertainty around the US election now behind us, investors are looking for the next opportunity. With an accommodative Fed, a tech rally that doesn’t seem to have an end in sight and decent valuations in small caps, what's next?

With the US election now behind us, and a new year quickly approaching, many fixed income investors are curious as to what the road ahead has in store for fiscal and monetary policy, and what that could mean for returns.

The Magnificent Seven have captured 90% of this year's returns, creating one of the most concentrated markets in history. But there is a different story - 2025 could belong to many smaller companies trading at deep discounts. So, why?

While history remembers the 1920s for unprecedented prosperity, it was also a time of upheaval. From world-class tech companies to rising economic powerhouses like India and Brazil, what role do emerging markets play in this evolving story?

This is the 5th episode of the series, “The era of AI.” We have a conversation with Poorya Ferdowsi at Bristol Gate Capital Partners about how AI is impacting jobs. Could AI's productivity boost be exactly what we need?

Artificial intelligence isn't just transforming tech - it's creating a hidden boom in real estate. While markets chase AI headlines, savvy investors are eyeing the small and mid-cap space. Where is this market narrative going?

With tariff and trade policies that could put unprecedented pressure on long-standing U.S. alliances, as well as a dovish Fed, could this pose growth and inflationary risks for investors?

Following the US elections and the US Federal Reserve meeting last week, two major heavyweights for the market have been lifted. But does that mean investors are feeling more comfortable given an overcast of looming uncertainty?

For those of you who have been tracking markets post-election, you may have noticed that it has been a very active time for muni bonds, ending election week at a 3-month high. Is the current trend expected to persist?

The busiest week of the 3Q earnings season has officially concluded—over three-fourths of the S&P 500 market cap has reported—and so far results have been healthy. What does this all mean moving forward?

With the election and the November Fed meeting now behind us, what’s still uncertain is the path forward. As we have witnessed, inflation has been receding and the job market has been the best in 20 years. What might the yield curve look like now?

The Tax Cuts and Jobs Act introduced transformative changes to the U.S. tax code, many of which are set to expire at the end of 2025. It will impact us on many levels, but for those with a philanthropic strategy, what are the changes there?

We have all seen how extreme weather events can have a devastating impact on people’s lives and their property. Insurance premiums have risen in some markets as risks of wildfires, hurricanes and floods have increased. Are homeowners and investors starting to integrate this risk into their real estate decision-making?

This is the 4th episode of the series, “The era of AI.” We have a conversation with Joe Wilson, Lead Portfolio Manager US Technology at JP Morgan about how AI is impacting everything energy touches. In the evolution of AI, where are we going?

We are talking about Emerging Markets, and if things fall into place, is there a possibility that EM assets could perform well? With so many outliers right now, the question is timelier than ever.

John Lennon once said, “Life is what happens when you are busy making other plans.” That expression rings so true, especially when you are considering ways to protect yourself and your loved ones. So, how can you create a long-term protection plan?