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Content provided by BCA Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BCA Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Host Roukaya Ibrahim talks to BCA Research’s Chief Global Asset Allocation Strategist Garry Evans about the outlook for global financial markets. What will it take for the correlation between stock prices and bond yields to flip back to positive? Which equity sectors are worth overweighting within global equity portfolios? And which global financial assets are currently attractive upside hedges in case the global economy remains more resilient than anticipated?
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Manage episode 379034327 series 3411945
Content provided by BCA Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BCA Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Host Roukaya Ibrahim talks to BCA Research’s Chief Global Asset Allocation Strategist Garry Evans about the outlook for global financial markets. What will it take for the correlation between stock prices and bond yields to flip back to positive? Which equity sectors are worth overweighting within global equity portfolios? And which global financial assets are currently attractive upside hedges in case the global economy remains more resilient than anticipated?
50 episodes
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Similar to BCA Quick Takes Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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continue reading
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continue reading
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…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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