Unpacking the Global Economy: Eric Van Nostrand, Lazard's Chief Economist, on Navigating the Evolving Landscape
Compound Insights14 Loka 2025

Unpacking the Global Economy: Eric Van Nostrand, Lazard's Chief Economist, on Navigating the Evolving Landscape

Eric Van Nostrand, Global Head of Markets and Chief Economist at Lazard Asset Management, shares his perspective on the global economy, highlighting both short-term resilience and long-term structural challenges, and their impact on portfolio construction. He also weighs in on key headlines driving today's markets including the Federal Reserve and U.S. fiscal policy, tariffs and artificial intelligence.

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Jaksot(194)

CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee

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The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi

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Artificial intelligence is reshaping the investment industry. Jan Szilagyi, CEO and Co-founder of Reflexivity,  explains how investors are using AI to enhance research, portfolio construction, and ris...

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Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets

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The Future of Markets and Investing With Luis M. Viceira of Harvard Business School

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Luis Viceira, Professor of Finance at Harvard Business School, discusses the forces reshaping global capital markets and investment management.  Topics discussed include AI-driven capital spending,  i...

15 Kesä 1h 10min

Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson

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Ted Mortonson, Managing Director at Baird, discusses the implications of the AI-driven infrastructure spending reshaping global markets. He also shares views on the evolving playbook for technology in...

27 Touko 39min

Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA

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Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, discusses the opportunity set in small- and micro-cap investing. He weighs in on active management, manager sele...

18 Touko 38min

Positioning Portfolios for Today's Markets with CIO David Miller

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Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA

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Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, discusses the evolution of the multi-family office model and the complexities of managing wealth for ultra-high-net-worth famili...

28 Huhti 30min

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