211: The Intersection of AI and Geopolitics From An Investing Lens
Rapid advancements in artificial intelligence are influencing global power dynamics in ways that are reshaping the investment landscape. So, how are these AI developments impacting geopolitics, and wh...
28 Helmi 202522min
210: Thematic Investing: Finding Tomorrow's Investing Themes Today
Thematic investing is rapidly gaining traction in today’s investment landscape, but how can investors take advantage of this emerging strategic approach that is thematic investing?Thematic investing f...
21 Helmi 202516min
209: Why Are Bond Yields Rising As Rates Are Cut?
Sharp moves in bond yields have been a key area of focus in markets to start the year. Yields on 10-year treasury bonds are over 1% higher since September 2024 — a historically rare occurrence in both...
14 Helmi 202519min
208: The Economic Impact of Tariffs: How the New U.S. Tariff Policy is Shaping Global Markets
Trade policies have always been a critical aspect of global economies and recent developments in U.S. tariff policy have sparked global market volatility and discussions around the impact on inflation...
7 Helmi 202521min
207: A Macro and Geopolitical Outlook – Live from Davos
In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the...
24 Tammi 202524min
206: Rebuilding The US Physical Economy
A critical theme for 2025 and beyond rebuilding the US physical economy with the Infrastructure, Investment and Jobs Act, and other policy measures, there's a renewed focus on enhancing infrastructure...
17 Tammi 202519min
205: A Stock Picker's Guide to 2025
As we welcome a new year, we reflect on 2024 as another strong year for equities with inflation, interest rates, and the ongoing impact of artificial intelligence. Still very much in the spotlight. 20...
10 Tammi 202522min
204: Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opportunity
In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest...
20 Joulu 202418min
