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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Sam Rines, Managing Director and economist from CORBU, a research intelligence and advisory platform, about Rines's latest views on the economy, inflation and key investment themes. Most notably the conversation focused on a collaboration for new Model Portfolios designed using CORBU’s proprietary “bottom-up macro” thematic framework.
On the latest episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Nat Bullard, an independent energy analyst focused on deep decarbonization. Nat shares his vast knowledge of ESG and carbon reduction as it affects macroeconomic pressures.
On a recent episode of the Behind the Markets podcast, Jeremy Schwartz speaks with Professor Dr. Wim Schoutens from the University of Leuven in Belgium. They discuss the recent happenings in the contingent convertible (Coco) bond market and what it means for the EU markets going forward.
On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Trevor Greetham, portfolio manager at Royal London Asset Management, about the current market environment and a hedging strategy for inflation.
On the latest episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Catherine LeGraw, a partner at GMO and member of the firm’s asset allocation team. LeGraw shares GMO’s views on stocks, bonds and markets at large.