The WellSaid Podcast

Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics. 

2:10 - Update on the war in Ukraine

5:20 - Oil price cap and the future of the Russian economy

8:30 - Russia's economic relationship with China

12:00 - India's and Turkey's relationship with Russia and the West

16:20 - Positive developments in Ukrainian food exports

18:10 - Investment implications of the war in Ukraine

23:20 - Insights from 14 years analyzing the Russian market

25:30 - Collaborative research approach

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The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here. 

2:00 Availability crisis

7:30 Demand-reduction measures

9:25 Affordability crisis

11:10 Effects on domestic politics and policy 

17:30 Effects on geopolitical friction

20:00 Effects on research and collaboration process 

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Macro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets.

1:50 – Today’s inflation drivers

3:00 – The Fed’s response

5:10 – Inflation in Europe

7:20 – Political implications

9:55 – Recession risk

12:00 – Key data to watch

13:15 – China’s economy

15:20 – The Inflation Reduction Act

19:45 – Juhi's research process

22:40 – Investment impacts of structural shifts

26:20 – Defense and national security

28:10 – Personal insights

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Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.

Episode highlights:

1:10 What is contrarian investing?

3:40 Considering the macro environment

6:00 Contrarian opportunities today

8:15 Avoiding value traps

10:15 Importance of behavioral finance

12:40 Researching extremes

14:40 Engaging with struggling companies

16:30 Importance of communication

19:10 Tarit’s career path

21:40 Tarit’s book recommendations

24:00 If you weren’t an analyst at Wellington…?  

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Fixed Income Investment Director Amar Reganti joins host Thomas Mucha to discuss opportunities and risks in today's fixed income markets, exploring the impact of inflation, central bank policy, geopolitical conflict, potential recessions, and much more.

Key topics to listen for:

2:00 — Fixed income in today's volatile environment

4:00 — The power of a reserve currency

8:00 — The Fed and inflation

11:20 — Central bank coordination

16:00 — Fixed income opportunities and risks

20:40 — ESG in fixed income

22:30 — China's role in Treasury markets

28:15 — Amar's research process

31:30 — Career path and personal insights

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Global Industry Analyst Rebecca Sykes joins host Thomas Mucha to discuss the future of the pharmaceutical industry. They highlight the impacts of COVID-19 on the industry and explore today's newest pharma innovations, such as treatments for cancer, obesity, and more.

Key topics to listen for:

1:00 - Ongoing impacts of COVID-19

4:45 - Understanding regional differences

6:00 - Mental health and public health implications

9:15 - Intersection of biopharma and geopolitics

12:30 - Future of the health care industry

15:45 - Today's most exciting innovations

19:45 - Macro headwinds

22:30 - Rebecca's research process

26:15 - Career path and personal insights

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Host Thomas Mucha speaks with author and historian Hal Brands about lessons from the Cold War that can help investors understand and navigate today’s great-power struggles. 

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Health care investor Wen Shi joins host Thomas Mucha to discuss the future of biotech innovation. They explore the potential of gene editing, targeted protein degradation, artificial intelligence, and much more, highlighting their impact on everything from patient outcomes to geopolitics.

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Once considered a niche area of sustainable investing done almost exclusively through private markets, public-market impact investing is expanding rapidly. Impact Measurement and Management Practice Leader Oyin Oduya sits down with host Thomas Mucha to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.  

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Market participants are closely watching China’s response to the war in Ukraine. The crisis has upended the geopolitical landscape, fractured tenuous alliances, and sharpened focus on strategic sectors. Host Thomas Mucha speaks with Santiago Millán, Wellington’s Hong Kong-based macro strategist, about his perspectives on China’s approach to Ukraine, climate change, and ongoing COVID-19 challenges. 

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