Economic Growth Cycle
Where are we right now in the economic growth cycle and how does it relate to returns in credit markets?
Steepness of the US Yield Curve
Why some investors may be focusing on the steepness of the US yield curve rather than the absolute level of interest rates.
Changing Market Structure
Our portfolio manager Shikhar Ranjan takes a closer look at today's changing market structure and the effects on active investing, passive investing & quant investing.
Brexit and Elections
What lies ahead for the UK and US with regard to Brexit and elections?
Elephant in the Room
This podcast is an attempt to shed light on lesser understood topics in the world of investing. It is an ongoing search for truths which are often hidden in plain sight.
Global Equity Correlations
Exciting changes in global equity correlations between markets and inter-regional clusters.
Risk Assets
As we enter the last month of 2019, we look at how weaker growth has been impacting risk assets and what lower volatility means for investors.
Link Between US and EM Political Risk
How are developed markets impacting emerging markets?