We are aiming to provide a series of short-form discussions on topics we find interesting at the moment.
Episode 3: COVID-19
March 11, 2020
In this episode, the team focuses on the secondary level effects that we expect COVID-19 will have on future policy decisions, inflation expectations and investor positioning.
Episode 2: India
February 10, 2020
Until recently, India was a darling of global allocators seeking to capitalize on an exciting growth story. In the last few years, however, we have seen structural issues arise, along with hesitant consumer mindsets has let to growth stagnating. We explore a few longer-term arguments for the prospects of the economy and highlight some of the shorter-term realities Investors are facing.
Episode 1: Macro Outlook 2020
January 21, 2020
Neither the information nor any opinion expressed in the podcast constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service.