Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Targeting Macroeconomic Exposures in Equity Portfolios Felix Goltz, PhD, Research Director, Scientific Beta | Mikheil Esakia, Quantitative Research Analyst, Scientific Beta – A Firm-Level Measurement Approach for Out-of-Sample Robustness – Investors may be interested in harvesting the equity premium while benefiting from... May 31, 2022 2:00pm APAC Edition: Supply Chain and Procurement Outlook in 2022 Lalith Nambirajan, VP, Consulting, GEP & Shareen Gongulur, VP, Business Development, GEP Supply chain disruptions, labor shortages, and geopolitical barriers continue to test the strength of established processes, systems and networks. Mos... June 1, 2022 2:00pm Has the Fed tightening cycle been fully priced by markets? Neil Staines & Matt Jones The Long & Short of the Week Ahead is a weekly macroeconomic podcast. In this episode, Neil Staines, Senior Portfolio Manager, outlines his thought... 6 days ago | 6 mins Episode 1: Will China's high growth target result in aggressive policy easing? Eurizon SLJ Capital In our first 'Renminbi Review' episode, we outline our thoughts on the current market & macroeconomic events affecting the China onshore bond market a... 1 week ago | 8 mins Episode 1: USD - A structural 'Dollar Smile' trough? Eurizon SLJ Capital In our first Macro Monthly episode, we outline our thoughts on current macroeconomic events and explore three key themes: - USD: A structural 'Dollar... 1 week ago | 9 mins How is the Russo-Ukrainian War Driving Global Macroeconomic Shifts? Neha Anna Thomas, Prerna Mohan, Frost & Sullivan and Dhiraj Nayyar - Director, Economics & Policy, Vedanta As global economic conditions were gradually normalizing in 2022, the onset of the Russo-Ukrainian war unleashed new-found global volatility. Global c... 1 month ago | 42 mins Understanding the economic impacts of climate change: New UNEP FI-NIESR report David Carlin, TCFD Programme Lead, UNEP FI Climate change poses an unprecedented set of challenges. On May 13th, UNEP FI and the National Institute of Economic and Social Research (NIESR) will ... 2 weeks ago | 57 mins Big Bets 2022 and Predictions for 2023 Nick Vitchev Research Director at Chartis Research & Gabriel Hopkins, Innovative Chief Product Officer at Ripjar Watch the fireside chat between Nick Vitchev, Research Director at Chartis Research & Gabriel Hopkins, Innovative Chief Product Officer at Ripjar at t... 2 weeks ago | 31 mins ”Whisper it quietly, some bonds are quite cheap!" Phil Milburn & Donald Phillips After many years of manipulated markets and ultra-low yields, the bond market is now starting to offer some value for long term investors. Phil Milbu... June 16, 2022 9:00am Join CRU’s 2050 Macroeconomic Outlook Q&A Alex Tuckett, Principal Economist, Filippos Papasavvas, Economist How will the world economy change by 2050 and what does it mean for commodities? In this short Q&A session we will be discussing our world macroecono... 2 months ago | 32 mins Load more
