Perspectives
Perspectives
Latest Episodes
Calm in the crosscurrents
Markets have remained strikingly composed in the face of a more uncertain geopolitical backdrop and rising energy costs. In the episode, we examine what is anchoring that resilience, how markets are interpreting the current environ...
Markets on edge
In this episode, Laura Künlen, Investment Communications, is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to unpack the latest market developments amid rising geopolitical tensions in the Middle East and a sharp sur...
Adjusting the dial
In this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership and constructive earnings, as well as recent developments in gold...
Turning the volume back up
January has turned the volume back up - geopolitics, policy rhetoric, and shifting market narratives. Yet beneath the headlines, markets have remained relatively steady so far.In this month’s Perspectives podcast, we look at wha...
In conversation with Mark Sedwill, former UK Cabinet Secretary and National Security Adviser
"We need to recognise that that we're in a world of power, blocks of raw power." Lord Sedwill, Chair of our Geopolitical Advisory Board and former UK Cabinet Secretary and National Security Adviser brings decades of ...
