Market Insights

Market Insights

By InsigneoBusinessInvesting
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Market Insights episodes

  • Speaker Series - Andrew Opdyke (First Trust)

    Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years.

    At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries, and producing articles on the First Trust Economics Blog. Andrew provides research and analysis to Chief Economist Brian Wesbury, Chief Market Strategist Bob Carey, and First Trust CEO Jim Bowen.

    Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients.

    Andrew received an MBA from Northwestern University’s Kellogg Graduate School of Management and a BA in Business and Economics from Hope College.

    33 min
  • PM Series - Brett Collins (NCRAM)

    Brett Collins, CFA is an Executive Director and Client Portfolio Manager at NCRAM. He rejoined the firm in July 2021 and covers US, European, and Global High Yield, and Emerging Market Debt and Multi-Credit strategies. Prior to this role, Brett held a variety of positions at State Street Global Advisors, including Quantitative Equity Client Portfolio Manager and Chief Operating Officer of the firm's Investment Solutions Group. Brett also worked at NCRAM from 1996 to 2004 as an Analyst with the firm's Emerging Market Debt team. He holds an MBA in

    Finance and International Business from Columbia Business School and a B.S. in Finance/Investments from Babson College. He is a CFA charter holder and a member of the CFA Institute.

    31 min
  • Speakers Series - Alexander Wright (Apollo)

    Alexander Wright is Partner, Global Wealth Strategist in the

    Client and Product Solutions group at Apollo. Previously, Alexander was the Co-Head of Yield Products and a portfolio manager for Apollo's closed end funds, CLOs, and private BDC. Prior to joining in 2011, he was with GSC Group where he served in a variety of different roles, most recently as Chief Administrative Officer, Chief Financial Officer, and Head of US Corporate Debt.
    Before that, Alexander was with IBJ Whitehall Bank & Trust Corporation and Chemical Banking Corporation.


    Alexander graduated from Rutgers College with a BA in

    Political Science and a minor in Economics and earned his MBA from Fordham University. Alexander serves on the Fordham University President's Council and the Alternative Investments Senior Advisory Board.

    36 min
  • Speaker Series - Chris Simard (JP Morgan)

    Chris Simard, Executive Director, is an Investment Specialist in the Infrastructure Investments Group. In this role, he is responsible for capital raising and advising clients for the firm’s

    infrastructure investment platform. Chris works with a variety of Institutions, with a specific focus on the United Kingdom, Northern Europe, the Middle East and the United States. Chris has spent the past 10 years working at J.P Morgan in both Asset Management and the Investment Bank.

    The fund is a diversified open-ended strategy that invests in private infrastructure equity and focuses on core assets where most of the return is cash yield. The IIF Team has over 15 years of operating experience, using scale, control positions and existing portfolio construction to reduce volatility and deliver stable cash yield. The fund has 26.8 billion in assets with 20 portfolio companies (783 assets).

    22 min
  • Llamada Trimestral de Insigneo - T4 2023

    Entre más cambian las cosas, más permanecen iguales

    ‣ ¿Esta vez realmente es diferente?
    ‣ Determinando el momento de la próxima recesión en Estados Unidos
    ‣ Implicaciones del mercado
    ‣ こんにちは (Kon’nichiwa), Japón!
    ‣ El problema taiwanés para China es estructural, no cíclico
    ‣ Mirando hacia las cruciales elecciones en EE. UU. de 2024
    ‣ Evaluando el impacto económico y de mercado de la IA

    49 min
  • Insigneo Quarterly Call - Q4 2023

    The more things change, the more they stay the same

    ‣ Is this time really different?
    ‣ Timing the next US recession
    ‣ Market implications
    ‣ こんにちは (Kon’nichiwa), Japan!
    ‣ China’s Taiwan problem is structural, not cyclical
    ‣ Looking ahead to the seminal US 2024 election
    ‣ Gauging AI’s economic and market impact

    37 min

About Market Insights

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Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today.…