Sign up to save your podcasts
Or
Share Alternative Realities: Geopolitics, private credit and portfolio construction
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Alternative Realities: Geopolitics, private credit and portfolio construction
Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they unpack the latest developments in energy and infrastructure, explore how global shipping routes are affecting supply chains and address the growing concerns and opportunities in private credit.
Watch the video version on YouTube.
Resources:
View all episodes
By Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
4.3
9090 ratings
Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they unpack the latest developments in energy and infrastructure, explore how global shipping routes are affecting supply chains and address the growing concerns and opportunities in private credit.
Watch the video version on YouTube.
Resources:
More shows like Insights Now
View all
Investing Insights
521 Listeners
Exchanges
970 Listeners
Bloomberg Surveillance
1,170 Listeners
Masters in Business
2,201 Listeners
Notes on the Week Ahead
193 Listeners
Capital Ideas podcast
284 Listeners
Wall Street Breakfast
1,038 Listeners
Eye On The Market
294 Listeners
UBS On-Air: Market Moves
185 Listeners
Making Sense
72 Listeners
Thoughts on the Market
1,302 Listeners
At Any Rate
78 Listeners
Barron's Streetwise
1,561 Listeners
Barron's Live
213 Listeners
The Markets
80 Listeners