Emerging markets in the Roaring 20s
While history remembers the 1920s for unprecedented prosperity, it was also a time of upheaval. From world-class tech companies to rising economic powerhouses like India and Brazil, what role do emerg...
29 Marras 20240s
The era of AI - episode 5 - Jobs
This is the 5th episode of the series, “The era of AI.” We have a conversation with Poorya Ferdowsi at Bristol Gate Capital Partners about how AI is impacting jobs. Could AI's productivity boost be ex...
27 Marras 20240s
Why savvy investors are eyeing the small and mid-cap space
Artificial intelligence isn't just transforming tech - it's creating a hidden boom in real estate. While markets chase AI headlines, savvy investors are eyeing the small and mid-cap space. Where is th...
25 Marras 202411min
Landscape for Emerging Markets post-US elections
With tariff and trade policies that could put unprecedented pressure on long-standing U.S. alliances, as well as a dovish Fed, could this pose growth and inflationary risks for investors?
22 Marras 202414min
Impact of uncertainty on the markets
Following the US elections and the US Federal Reserve meeting last week, two major heavyweights for the market have been lifted. But does that mean investors are feeling more comfortable given an over...
21 Marras 202412min
The impact of muni bonds and the economy
For those of you who have been tracking markets post-election, you may have noticed that it has been a very active time for muni bonds, ending election week at a 3-month high. Is the current trend exp...
19 Marras 202412min
Behind-the-scenes review for 3rd quarter earnings season
The busiest week of the 3Q earnings season has officially concluded—over three-fourths of the S&P 500 market cap has reported—and so far results have been healthy. What does this all mean moving forwa...
18 Marras 20241min
Will the new administration keep the economy strong?
With the election and the November Fed meeting now behind us, what’s still uncertain is the path forward. As we have witnessed, inflation has been receding and the job market has been the best in 20 y...
15 Marras 20240s
