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Episoder(300)

Analysis of fixed income for the first half of 2024

Analysis of fixed income for the first half of 2024

Is there still uncertainty in markets after a surprising uplift this year? What are the main drivers for the market right now and really for the Fed decision in June? And what does the fixed income pe...

7 Jun 20249min

Dividend paying stocks can be an effective long-term strategy

Dividend paying stocks can be an effective long-term strategy

With a very surprising first half of the year in dividend equity trading, what does the rest of the year look like? Big tech shares rallied after announcing new payouts. But these tech firms still spe...

5 Jun 20249min

Breaking down new structure of private funds

Breaking down new structure of private funds

Investing in private funds hasn’t really been something that most investors have been able to participate in. Traditionally institutions and very wealthy individuals have had near exclusivity in this ...

4 Jun 202415min

Powering AI

Powering AI

The recent boom in artificial intelligence capital spending is leading to a rush to build lots of new data centers. However, is the key hurdle for the AI revolution getting enough electricity to meet ...

31 Mai 20249min

Why is Mexico’s election so important right now?

Why is Mexico’s election so important right now?

If you’re from Mexico or someone who is paying attention to the news there, you know that it is election time. Mexico’s economy is actually looking very strong, top 15th in the world to be exact. Why ...

31 Mai 20248min

UBS Road to the Election: Economics vs. politics

UBS Road to the Election: Economics vs. politics

Election conversations often focus on market reactions to a red or blue wave. Is there a correlation? Why, or why not? Josh Snyder, Global Investment Strategist at GQG Partners, shares insight into wh...

30 Mai 202412min

Are Private Alternatives the fork in the investing road?

Are Private Alternatives the fork in the investing road?

What are private alternatives? Could be anything from private equity to hedge funds, even art. The next question is, should you be thinking about adding these instruments to your portfolio?

30 Mai 202411min

Is the scale swinging toward cash?

Is the scale swinging toward cash?

Whether you’re wondering when you should lock in the rate on your 30-year mortgage, or the fluctuations to the rate on a high-yield savings account, we’re all impacted. So, what’s next for rates. Is c...

28 Mai 20249min

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