In this episode, Ian and Robert discuss:

• Recession: what does the recent robust set of economic data mean for our base case of a recession?
• China: is more stimulus on the way given the economic weakness that we’ve seen in recent datasets?
• Commodities: what is the outlook for commodities at the moment?

In this episode, Ian and Robert discuss divergence and disparity in markets:

• Economic health: what are the strengths and weaknesses and are we still expecting a recession?
• Policy: having seen many key economies follow similar routes, is this about to change?
• Markets: the gap between growing momentum in the markets and the health of the economy.

In this episode, Ian and Robert take a more comprehensive look at what we're doing with client capital in terms of:

• Risk: are we upping the ante or hunkering down? Can you do both?
• Opportunities: what specific opportunities are we looking at?
• Private equity: what does the opportunity set look like today?

In this episode, Ian and Robert discuss:

• The US debt ceiling: major threat or tail risk?
• Corporate earnings: how have markets responded?
• Emerging markets: how concerning is the rising tension between China and the West?

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:

1. Credit Suisse: what happened and what does this mean for the banking sector?
2. Central banks vs equity markets: as a long-term investor, which side do you take?
3. 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?