This podcast offers a concise weekly overview of market influences, delivering valuable investment insights and analysis to assist clients and portfolio managers in financial decisions.
Keeping our macro scenarios fresh
E115 • 4 mins • Oct 27, 2025
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Recent Episodes

Oct 27, 2025
Keeping our macro scenarios fresh
E115 • 4 mins

Oct 20, 2025
U.S. earnings: resilience is key
E114 • 4 mins

Oct 13, 2025
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Why we still like Japan in global stocks
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