Data Assets & Alpha Group: 2023 Surprises and a Look Ahead
In this episode, the group discuss the key surprises that emerged through 2023, how they played out from a positioning perspective and key catalysts to monitor for the year ahead. Eloise Goulder, Head...
16 Jan 202431min
A Guide to Navigating 2024 for Corporate Decision Makers
In this podcast, Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, regroups with his teammate Evan Junek to introduce their latest “Corporate Compass” report, which outlines...
10 Jan 202418min
Data Assets & Alpha Group: US Macro & Positioning Views - January 2024
In this episode, Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) discuss the tactical view for US Equities, post the strong rally into the end...
9 Jan 202413min
December jobs report beats estimates
The pace of hiring in the U.S. continues apace, with the economy adding 216,000 jobs in December — significantly more than expected. At the same time however, the labor force participation rate dipped...
5 Jan 20243min
Data Assets & Alpha Group: The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 2)
In this 2-part episode, we hear from Anthony Todd, CEO of Hedge Fund Aspect Capital, a diversified systematic asset manager which Anthony Co-Founded more than 25 years ago. In Part 2, Anthony discusse...
4 Jan 202432min
FICC Market Structure: Uncovering Key Trends in EM Swaps
With more attention on emerging market interest rate derivatives than ever before, this episode delves into key trading dynamics. Meridy Cleary from the FICC Market Structure team speaks to Avi Berkow...
3 Jan 20248min
Data Assets & Alpha Group: The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 1)
In this 2-part episode we hear from Anthony Todd, CEO of Hedge Fund Aspect Capital, a diversified systematic asset manager which Anthony Co-Founded more than 25 years ago. In Part 1, Anthony discusse...
2 Jan 202430min
What’s the Outlook for Holiday Shopping This Season?
Ongoing inflation, high interest rates and diminishing excess savings are pressurizing consumer confidence this holiday shopping season. Against this uncertain macro backdrop, are consumers still will...
21 Dec 202313min
