Épisodes

  • There’s always a silver lining

    There’s always a silver lining
    Sep 21 2022
    Global equity markets are facing a double-whammy of spiking volatility and rampant inflation, neither of which seem to cool down any time soon. We discuss if, and how, equity investors can weather near-term headwinds pretty much unscathed.
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    24 min
  • Back to basics

    Back to basics
    Sep 14 2022
    Interest in companies that cater to our desire for personal development is still strong, but it’s increasingly overshadowed by the necessity to deal with external shocks. These days, it’s not about what you want anymore – it’s about what you need. Where does that leave global equities?
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    20 min
  • The big shift

    The big shift
    Sep 14 2022
    The world has gone topsy-turvy, with major implications on the investment landscape. We take a look at the dying bull market, the ongoing regime change and assets that can weather the market downturn.
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    21 min