Podcasts

Charudatta Shende, Fixed Income

Credit: Go with the Flows

April unfolded as a month of intense turbulence in financial markets, driven by a barrage of political manoeuvrings, economic uncertainty, and shifting monetary policies. Markets were rattled by elevated tariffs, escalating rhetoric, and retaliatory measures that prompted investors to reassess growth prospects, price in heightened recession risks, and retreat from riskier assets.
Coffee Break

Coffee Break - Fed independence in the spotlight

The Fed and Jerome Powell’s press conference will be in the spotlight. Markets expect no change in rates, but any shift in tone – especially regarding inflation risks tied to the US trade policy – could jolt expectations for H2 2025.
Private Debt

Private Debt and its Role in Your Portfolio

Direct loans to mid-sized companies have the potential to generate stable returns for investors. This increasingly-relevant investment is now accessible to individuals as well as institutions. 
Coffee Break

Coffee Break : Cooling Tensions – or Just Smoke?

The Chinese Politburo gathering is expected to provide more insight on potential stimulus and exemptions measures to support its economy. After Alphabet and Tesla this week, keep an eye on ongoing MegaCap Tech earnings (s.a. Amazon, Meta, Microsoft).
Coffee Break

Coffee Break

Markets will continue to scrutinise growing tensions in DC as US President Trump took aim at Federal Reserve Chair Jerome Powell noting that his "termination can't come soon enough."
Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

PFAS: Genius gone wrong

PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

Trump’s Economic Policy

The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?

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