Unpacking Healthcare With  Sector Specialist Mike Perrone, CFA

Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.

Jaksot(185)

Crypto Accounting, and What Every Analyst Should Know

Crypto Accounting, and What Every Analyst Should Know

A conversation with Vivian Fang, University of Minnesota Hear where analysts and portfolio managers should look, according to one of the most advanced thinkers on crypto accounting.

10 Tammi 202219min

The Risks and Opportunities in Africa's Private Markets

The Risks and Opportunities in Africa's Private Markets

Hear from two people with clear views into Africa's private markets about how the Covid-19 pressures are making some sector's private companies a better value while others are becoming more risky.

11 Touko 202030min

Public Pension Pressures Mounting Amid Covid-19

Public Pension Pressures Mounting Amid Covid-19

The risks of public pension pressures to state bond ratings is intensifying. Hear from Doug Offerman and Olu Sonola, CFA of Fitch Ratings about how the investments, structures and policies are all com...

4 Touko 202025min

Why Slack in the Labor Market is Understated

Why Slack in the Labor Market is Understated

The amazing jump in jobless claims and the unemployment rate may actually be rosier than reality. Our guest, Stephanie Aaronson (Brookings), shares what her research says.

27 Huhti 202018min

Corporates on the Knife Edge

Corporates on the Knife Edge

One seasoned pro's view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.

20 Huhti 202014min

The Value of Asset Allocation Amid Volatility

The Value of Asset Allocation Amid Volatility

Volatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.

13 Huhti 202010min

An Asset Owner's View of The Volatility

An Asset Owner's View of The Volatility

Hear what one portfolio strategist from New York Life Investments thinks about the recent markets.

6 Huhti 202011min

What the Developed World Central Banks Have Right – and Wrong

What the Developed World Central Banks Have Right – and Wrong

Hear what one exceptionally experienced expert think about the recent policy decisions by the BoJ, ECB BoE and Fed.

30 Maalis 202023min

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