Podcasts
Lively discussions with investment experts including our Talking Heads series
Latest podcasts
Forward thinking | Podcast – 15:14 MIN
Talking Heads – ‘Time to be serious about climate action financing’
Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of…
Portfolio perspectives | Podcast – 16:07 MIN
Talking Heads – Picking European stocks that have quality
What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European…
Portfolio perspectives | Podcast – 15:02 MIN
Talking Heads – Ongoing tailwinds favour European financials
At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the…
Portfolio perspectives, | Podcast – 13:37 MIN
Talking Heads – Plainer sailing ahead for emerging market debt
The outlook for emerging markets is brighter than it is for developed markets when it comes to growth, inflation and…
Portfolio perspectives | Podcast – 11:05 MIN
Talking Heads – Taking a closer look at climate focused equity investing
Within the thematic investing approach, climate-focused strategies allow investors to invest in companies with a climate-friendly strategy and so do…
Portfolio perspectives | Podcast – 15:31 MIN
Talking Heads – Peak rates or not, consider jumping the gun
While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for…
Forward thinking | Podcast – 13:42 MIN
Talking Heads – Where do we stand on sustainability?
Sustainability is front and centre in all aspects for our activity as an asset manager. Each year we update investors…
Portfolio perspectives | Podcast – 16:30 MIN
Talking Heads – Mid-year outlook: “Is it different this time?”
What is the outlook for equities and bonds for the second half of 2023 after six months of worry about…
Portfolio perspectives | Podcast – 13:18 MIN
Talking Heads – Water, water, solutions needed everywhere
Investing in solutions for water-related issues means investing in dealing with long-running phenomena such as climate change. Senior Portfolio Manager…