In this episode, Ian and Robert discuss ESG from a capital allocator's perspective:

• Green transition: where is our industry when it comes to the green transition and how do we play a part?
• The ESG Premium: will there be a longer-term premium attached to companies with good ESG characteristics?
• What about the S?: will this always be subjective and how can investors interrogate this properly?

In this episode, Ian and Robert discuss:

• Flash PMIs: with the recent data surprising to the upside - are we looking at a materially healthier global economy?
• Equities vs bonds: with the recent divergence between equities and bonds now showing in volatility - what's going on and why?
• AI: where are we in the evolution of AI?

In this episode, Ian and Robert discuss:

• Oil: What does rising oil prices mean for inflation and central bank policy?
• Hedge funds: How have they fared in this year’s volatility?
• Commercial real estate: as dealmaking picks up, is this an opportunity or are investors are catching a falling knife?

In this episode, Ian and Robert discuss:

• Credit Suisse: what happened and what does this mean for the banking sector?
• Central banks vs equity markets: as a long-term investor, which side do you take?
• Gold: are physical assets becoming more attractive?

Ian and Robert discuss the immediate aftermath of the Silicon Valley Bank collapse and subsequent bailout.

• What happened and why? Is there a risk of contagion?
• What does this mean for the US banking sector?
• Is this a moment of opportunity in the VC space? 

In this episode, Ian and Robert discuss:

• US inflation: what is the prognosis and how have markets been reacting?
• Bonds: how do manage them in the portfolio now?
• Ukraine: a year on, what is the outlook and how is it affecting markets?

In this episode, Ian and Robert discuss:

• Japan: what can investors expect of the BoJ’s new leader?
• Emerging Markets: what does the opportunity set look like and how should you play it?
• Commodities: do they still have a role to play in portfolios?

In this episode Ian and Robert discuss:

• Earnings season: what have we learnt so far, and what are analysts expecting for 2023?
• ChatGPT: what is it and does it represent an investment opportunity?
• Active vs passive: is there a role for passives in portfolios today and is it as binary as active or passive?

In this episode, Ian Barnard and Robert Sears discuss:

• Macro recap: how did we end the year in terms of global economic health and inflation, and what’s on the horizon now?
• Recession risk: what’s your base case for the depth of recessions in the US, UK and Eurozone – if they are worse than expected, which assets are likely to provide the best protection?
• Investment opportunities: what opportunities are you actively monitoring at the moment and why?