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Market Outlooks
Principal Global Asset Allocation View
Key themes from 3Q 2023 – featuring Seema Shah (Chief Global Strategist) and Todd Jablonski (CIO, Asset Allocation).
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Macroeconomic & Geopolitical
The Active Share Podcast: The Age of Oil
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Hugo sits down with Helen Thompson, a professor of political economy at Cambridge University and author, for a conversation about energy
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
This piece is approved to use with clients.
In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Market Outlooks
The case for emerging market debt: Looking abroad for yield
An active, total return approach may offer yield and diversification benefits while also mitigating risk
Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.