The WellSaid Podcast

Conflict reprices commodities and global risk May 19, 2026 00:31:49 Our experts discuss how the Iran conflict and AI-driven demand affect the outlook for oil, commodities, inflation, and energy security. 2:10 – Pre-war oil outlook 3:35 – Revised outlook for oil 7:00 – AI and an oil supercycle 9:50 – Critical importance of the Strait of Hormuz 11:30 – Downstream effects across supply chains 14:50 – Oil and energy market volatility 16:45 – Geopolitical implica

What shifts in US exceptionalism mean for asset allocation Apr 28, 2026 00:36:21 Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again. 2:45 – What are the two truths of US exceptionalism? 5:45 – Valuations: Advantage or risk? 9:55 – Fiscal and debt dynamics 14:45 – The USD 15:45 – Policy-driven investment themes 18

Latin America: A dynamic partner poised for growth? Apr 9, 2026 00:29:02 Our experts on Latin America discuss geopolitical shifts, economic resilience, and the region's strategic importance in global markets. 2:45 – US engagement in Latin America 4:30 – The Trump administration’s approach 7:45 – LatAm in the context of great-power competition 12:05 – Macro fundamentals and investment implications 20:30 – Venezuela and global energy 25:30 – Key takeaways on Latin Americ

Geopolitics, The New Risk Factor Mar 24, 2026 00:26:51 Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast. 2:45 – Geopolitics as fundamental to an investment perspective 9:40 – US versus them 15:25 – The role of the Western hemisphere in US strategy 18:25 – Climate risk in a geopolitical context 20:35 – Geopolitics, dispersion, and active management Hosted by

Power and resilience: The investment opportunity Feb 3, 2026 00:27:08 Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment.3:05 – Adopting a geopolitical perspective5:50 – China, the “greatest disrupter to the legacy world order”11:15 – Strategic sectors and industries15:25 – Investing in the energy transition20:10 – Electrification of transportation Hosted by Simplec

Gold, AI, and the next commodities super cycle Dec 18, 2025 00:28:04 Commodities are shaping up to be a critical asset class for investors to consider in 2026. Veteran commodities portfolio manager David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull run, the role of central banks, the evolving energy landscape, AI, and the prospect of a new global commodities super cycle.1:55 – What’s driving gold’s bull run6:50 – Gold vs. other

Searching for alpha in large-cap equities is a team sport Nov 13, 2025 00:20:13 Portfolio Manager Anna Lunden and Macro Strategist Nick Wylenzek talk about how to navigate macroeconomic shifts and trends like AI in global large-cap investing.2:05 – Small-caps and the big picture7:10 – How policy impacts philosophy and portfolios 10:30 – AI and the large-cap index skew13:25 – Ripple effects (and opportunities) of AI17:35 – Structure, risk-management, and the pursuit of alpha H

Navigating today's climate investing landscape Oct 15, 2025 00:30:04 The latest episode of our WellSaid podcast dives deep into the world of climate investing and the transformative role of AI in driving sustainable solutions.2:00 Global climate policy environment5:45 Climate investments as problem solvers9:07 Assessing climate tech company fundamentals11:25 How AI is driving climate innovation13:50 Global competition for climate tech dominance16:25 Geopolitical dy

Emerging markets, AI, and shifting supply chains Sep 9, 2025 00:29:49 Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.1:00 – Top trend: AI3:10 - Semiconductor supply chain8:00 – The auto industry and US tariffs10:30 – Domestic markets and differentiation13:30 – Real estate and construction15:35 – Focus on China20:50 – Deep dive on Mexico24:00 – Strong fundamentals in centr

The leading edge of AI and cybersecurity innovation Sep 4, 2025 00:27:45 Evan Reiser, CEO of Abnormal AI, and Rob Mazzoni, technology sector lead for late-stage growth private investments, join host Thomas Mucha to discuss how innovations in cybersecurity and AI are poised to disrupt everything from the software industry to geopolitics.In this episode:3:00 – AI reshaping software5:30 – Investing amid AI innovation8:30 – Disruptor versus disrupted11:30 – Intersection of

US policy changes: Cutting through the chaos Jul 22, 2025 00:30:52 Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more.2:30 – Tariffs are a tax8:30 – Highs and lows of the new tax bill16:25 – Economic boosts in AI and deregulation?20:30 – Immigration policy and productivity23:05 – A wait-and-see Fed25:20 – Investment implications of a disruptive geopolitical la

Extension strategies, explained Jun 19, 2025 00:20:05 Portfolio managers John Smallcomb and Ed Baldini explain what extension strategies are, how they might benefit investors, and why interest in these strategies has been ticking up.3:15 – What are extension strategies?6:15 – Rising interest and room for growth9:50 – Relative risk13:35 – Role in asset allocation15:30 – Extension strategies and the current market Hosted by Simplecast, an AdsWizz compa

Trade, tariffs, and accelerating US-China strategic decoupling May 29, 2025 00:29:22 Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.2:25 – Pause of US “reciprocal” tariffs on China6:00 – National security concerns and market takeaways10:10 – Impact on global supply chains15:20 – Effects on other strategic allies and international relationships23:10 – US self-isolation and long-

Navigating the European market's regime change Apr 10, 2025 00:21:34 Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.Key topics:1:45 - Unpacking the European economic regime shift7:00 - Alpha potential of European markets9:15 - National

Multi-asset investing in a brave new world Mar 13, 2025 00:25:36 Nick Samouilhan, co-head of Wellington’s multi-asset platform, joins host Thomas Mucha to discuss the importance of adapting portfolios to rising macro volatility, geopolitical changes, and structural shifts.Key topics2:00 – Drivers of macro volatility4:05 – Inflation, diversification, and stress testing8:15 – Company and currency dispersion10:25 – Regime diversification12:15 – Role of hedge funds

Fixed income investing in 2025 Feb 13, 2025 00:30:21 On the latest episode of WellSaid, fixed income strategist Amar Reganti joins host Thomas Mucha to explore the potential effects of tariffs, ongoing geopolitical conflicts, China's economic recovery, the growth of private credit, and much more on 2025's fixed income markets. In this episode:1:55 – History and impact of tariffs6:15 – Geopolitical conflict and inflation12:15 – China’s economic recov

Health care investing in 2025: Public/private collaboration Dec 19, 2024 00:29:03 Health care services experts David Khtikian and Josh Sommerfeld join host Thomas Mucha to explore the industry's transformation, diving into consolidation, tech innovation, value-based care, and the benefit of their public/private collaboration.1:30 – Evolution of health care services3:30 – Next generation of digital health companies6:45 – Public market: Leveraging private market insights8:35 – Pr

Trump 2.0: US election market impacts Nov 7, 2024 00:21:30 In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.In this episode:1:15 – Equity market: Potential winners and losers3:35 – Outlook for fixed income and bond yields5:00 – Fiscal policy implications6:30 – Deficits and the bond market7:30 – Immigration’s impact on growth a

US election: Key market implications Sep 26, 2024 00:32:28 Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.2:25 - Market implications of major policy differences7:15 - When will bond markets care about deficits?9:35 - The impact of polling errors13:15

Why small caps are looking big again Aug 15, 2024 00:23:48 Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment.2:00 – The role of a global equity strategist3:40 – Small-cap stocks’ recent rotation5:25 – Regime change is a process7:05 – Potential drivers of small caps'

Long/short investing in a changing Europe Jul 25, 2024 00:24:43 Portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how European markets are evolving and how long/short investors can potentially make the most of the changes.2:15 – Long/short investing amid Europe’s structural shifts5:00 – Bubble or durable regime change?7:30 – Energy transition10:00 – Defense sector deep dive15:45 – Bottom-up stock picking18:30 – Evaluating emerging technologie

How climate change affects capital market assumptions Jun 20, 2024 00:29:53 Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions.Key topics:2:05 – Supriya’s investment background3:25 – Climate research from an allocator’s perspective6:10 – New research framework: Three pillars8:20 – Collaborating with internal climate experts9:50 – Key research findings12:30 – Implementing a clim

Macro investing in a changing world May 20, 2024 00:31:49 Head of liquid alternatives and hedge funds, Mark Sullivan, and investment director of diversifying strategies, Chris Perret, share their views on why the multidimensionality of macro investment approaches may help provide investors a smoother path forward amid an increasingly uncertain macro and geopolitical backdrop.1:50 Career paths5:10 Major shifts in the macro environment8:20 Influence of gov

The many forces fueling India’s stock market boom Apr 19, 2024 00:26:43 Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country. 2:00 Observations from recent trip to India4:35 Strong corporate execution in India6:35 Reasons fo

Climate technology and women Mar 8, 2024 00:25:40 Given the outsized effects of climate change on women and families, climate technology may be an avenue to better outcomes. Sector lead Molly Breiner joins host Thomas Mucha to break down the growing market and investment case for private climate tech.2:00 Professional background5:00 Climate, women, and agriculture7:25 Founders and the gravity of climate change10:00 Promising agriculture technolog

Investing and the future of responsible AI Feb 22, 2024 00:27:16 As investors, policymakers, and companies race to capture the opportunities associated with artificial intelligence, they must first understand myriad ethical risks. ESG analyst Caroline Conway joins host Thomas Mucha to explore this important issue.2:06 Professional background4:05 Primary risks and resources for AI companies8:00 Will AI regulation stifle innovation?9:45 Intersection of AI and nat

The venture capital market & implications of AI Jan 25, 2024 00:29:45 Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI.2:00 Career arc4:25 State of the venture capital market8:30 Macro indicators that could affect private equity 10:00 Increasing importance of distributions-to-paid-in12:30 How valuations affect investment approach 15:15 Opportunities a

What to expect from credit markets in 2024 Dec 21, 2023 00:27:30 Veteran Fixed Income Portfolio Manager Campe Goodman offers his views on what investors can expect from credit markets in 2024. 1:50 Professional background2:50 Research and investment approach4:15 Genesis of credit-sector rotation7:45 Collaborating with other fixed income investors11:25 Historical analogues to today's markets14:30 Current credit market opportunities and risks18:20 Effects of clim

Asian financial markets outlook Nov 30, 2023 00:29:03 Portfolio managers Philip Fan and Ross Dilkes join host Thomas Mucha to share their latest views and projections for Asian equity and fixed income markets.1:50 Career paths and personal experiences4:50 Geopolitical tensions impact on Asian equities7:20 Globalization impact on Asian fixed income markets8:55 China’s economic challenges and positive path forward11:20 Asian market sectors with highest

Investing in climate venture capital Nov 16, 2023 00:27:05 Head of private climate investing Greg Wasserman joins host Thomas Mucha to discuss his latest research on climate venture capital, including highlighting climate technology in the private market, the impact of today's geopolitical and policy environments, and much more.Key topics:2:35 – The evolution of climate venture capital6:45 – Private climate’s growing opportunity set9:07 – What technologie

The new multi-asset investing regime Nov 9, 2023 00:27:56 Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.2:00 - Path to multi-asset investing: South Africa and economics4:15 – Allocators’ shifting challenges7:00 – New income-generation research9:45 – The income ba

Early-stage venture capital Oct 26, 2023 00:20:24 Frederik Groce, Deal Lead for Wellington Access Ventures (WAV), joins host Thomas Mucha to discuss the state of the early-stage venture capital market. Fred shares his latest insights on growth efficiency, outlines the challenges and opportunities for historically overlooked founders, and spotlights how WAV partners with portfolio companies.2:00 – Fred’s path to early-stage investing2:40 – Conscio

The future of investment research Sep 28, 2023 00:22:15 Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments. Key topics:1:40 – Career as a global industry analyst3:00 – Differentiated investment research5:15 – How research is evolving6:50 – Industry-specific investment processes8:30 – Investment outlook

Investment implications of shifting sustainability standards Sep 14, 2023 00:26:22 Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board. 2:10 What the new sustainability standards call for5:15 Reforms and other changes in Japan8:05 Impact of new disclo

How labor scarcity will reshape financial markets Aug 24, 2023 00:25:24 Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.Key topics1:50 – Structurally tight labor markets4:35 – How labor scarcity impacts policy7:25 – Automation across sectors8:55 – Worker retraining and policy sol

Impact investing’s rapidly evolving universe Jul 27, 2023 00:19:05 Impact investor Jason Goins joins host Thomas Mucha to discuss social and geopolitical crosscurrents and the expanding opportunity set for impact investors.Key topics:2:00 – Education as an impact theme4:40 – Systems effect, food security, and health care7:25 – Geopolitical risk and the evolving impact universe10:50 – Why impact investing is no longer a niche12:00 – Risk management and a broadenin

The economic significance of biodiversity Jul 13, 2023 00:24:25 Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center return to WellSaid to share their latest insights on the biodiversity research and investing landscape. 1: 50 Economic reliance on ecosystem biodiversity3:35 Connections between climate change and biodiversity6:55 Working with Woodwell Climate Research Center8:27 Defining biodiversity in financ

Generative AI: Separating hype from opportunity Jun 29, 2023 00:31:49 Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.Key topics:2:45 – What is generative AI?5:00 – Artificial intelligence investment opportunities7:05 – Potential long-term winners10:00 – Surprising pace of AI ado

Climate adaptation - A conversation with Woodwell Climate Research Center May 25, 2023 00:25:45 Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center join host Thomas Mucha to share their perspectives on the adaptation research and investing landscape. Key topics:2:20 – Climate adaptation4:15 – Rising heat risk6:40 – Innovative adaptation technologies8:45 – Water scarcity and a price on water12:40 – Climate resilience14:20 – The intersection of

Climate investing's enduring tailwinds May 4, 2023 00:26:44 Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more.Key topics:2:20 - Alan's path to climate investing4:50 - The intersection of energy and technology7:40 - The broad climat

Private biotech market: Innovation, valuations, and capital efficiency Apr 20, 2023 00:30:10 Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.Key topics:1:30 – The impact of scientific training on biotech investing6:30 – The state of the private biotech market9:30 – Groundbreaking innovations12:15 – Secular trends in biotech investing13:45 –

Recession risk amid inflation and a banking crisis Apr 6, 2023 00:24:19 Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets. Episode recorded on 3/27.2:20 – Investing in a banking crisis4:40 – Recession risk6:15 – Consumer confidence 7:20 – Potential length and severity of recession8:40 – Implications of a profit recession11:30 – Interest rate hikes13:

How ESG and stewardship drive investment value Mar 9, 2023 00:19:26 Portfolio Manager Yolanda Courtines joins host Thomas Mucha to discuss stewardship investing and how the key fundamental issues that matter to investors map over to the ESG context. 2:15 – How ESG drives investment value4:20 – Intellectual capital and natural capital5:45 – The impact of stewardship on returns7:00 – Proxy voting and engagement8:30 – Wellington’s Investment Stewardship Committee10:4

Japan's economic recovery Feb 23, 2023 00:23:15 From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation.1:45 Japan's economic recovery: Exiting deflation4:35 Structural shifts in Japan’s labor market6:35 Japanese zombie companies and the drive for efficiency8:25 Outlook for Japanese small caps11:05 Geopolitical impacts on Japan’s

Investing in China, India, and across emerging markets Feb 9, 2023 00:27:31 In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.Key topics: 2:00 – Investment outlook for emerging Asian equities4:30 – Effect of China’s reopening8:45 – Indian

Private equity market in 2023 Jan 26, 2023 00:23:49 In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.2:00 - Private equity outlook for 20234:30 - Potential recession 5:40 - A new deal

WellSaid: Season 2 sneak peek Dec 29, 2022 00:03:20 Geopolitical Strategist Thomas Mucha looks back on highlights from WellSaid Season 1 and previews episodes to come in Season 2 in 2023. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

India's investment outlook: 2023 and beyond Dec 15, 2022 00:32:06 India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.1:55 - India’s economic growth drivers5:30 - Ind

US midterm elections: Market implications Dec 1, 2022 00:22:55 US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.Key topics:1:35 - Midterm results2:45 - Surprise election outcomes4:10 - US dom

Fintech market in 2023: The intersection of disruption and dispersion Nov 10, 2022 00:34:50 Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.2:10 – Fintech market overview4:20 – Fintech opportunities and risks for 20236:45 – Buy now, pay later9:30 – Cryptocurrencies and digit

How sustainable financing is reshaping emerging markets Oct 28, 2022 00:33:23 The market for sustainable credit in emerging markets is exploding. What's driving that growth? What are the challenges and opportunities? Veteran fixed income credit analyst Sam Epee-Bounya joins host Thomas Mucha to explore the rapidly changing environment for ESG and sustainable finance in Latin America and Africa. 1:45 – Sustainable finance growth drivers4:20 – ESG differences with EM investin

Economic impact of the war in Ukraine Oct 14, 2022 00:33:00 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 Ukraine5:20 - Oil price cap and the future of the Russian economy8:30 - Russia's economic relationship with China12:00 - India's and Turkey's relationship with

Eyes on Ukraine: Europe's energy crisis Sep 30, 2022 00:25:30 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 crisis7:30 Demand-reduction measures9:25 Affordability crisis11:10 Effects on domestic politics and policy 17:30 Effects on geopolitical friction20:00 Effects on research and collaboration process Hosted by Simplecast, an AdsWizz compan

Fighting inflation amid geopolitical conflict, climate change, and recession risk Sep 21, 2022 00:32:50 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 drivers3:00 – The Fed’s response5:10 – Inflation in Europe7:20 – Political implications9:55 – Recession risk12:00 – Key data to watch13:15 – China’s economy15:20 – The Inflation Reduction Act19:45 – Juhi's research proc

Inverting the aperture: Investing through a contrarian lens Sep 8, 2022 00:26:43 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 headl

Shock after shock: How constant volatility impacts fixed income markets Aug 17, 2022 00:34:20 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 environment4:00 — The power of a reserve currency8:00 — The Fed and inflation11:20

The future of health care - Part 2: Groundbreaking pharma Aug 3, 2022 00:32:12 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-194:45 - Understanding regional differences6:00 - Mental health and public h

$Competition as a way of life: What today's fractured geopolitical environment may mean for markets$

Competition as a way of life: What today's fractured geopolitical environment may mean for markets Jul 13, 2022 00:37:42 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The future of health care - Part 1: Biotech innovation Jun 30, 2022 00:35:20 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of

The growing power of impact investing Jun 14, 2022 00:31:20 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 soci

China, Ukraine, and the shifting great-power competition May 24, 2022 00:39:37 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.

When “E” and “S” collide: Russia/Ukraine and the challenging ESG dynamics of the green energy transition Apr 27, 2022 00:37:28 The war in Ukraine has roiled commodities markets, highlighted fossil fuel dependence, and accelerated the low-carbon transition. It has also exacerbated inflation and global geopolitical risks. Host Thomas Mucha welcomes Commodities Portfolio Manager David Chang and Global Industry Analyst Tim Casaletto to discuss these interrelated dynamics and the challenges they pose for ESG investing and anal

Asia tech innovation: Tomorrow's opportunity amid today's uncertainty Apr 12, 2022 00:27:53 Host Thomas Mucha welcomes Global Industry Analyst Yash Patodia to discuss how US/China tensions and rising rates impact the tech sector, the future of strategic sectors such as semiconductors and big data, and why he believes the Asia technology sector is pivotal to innovations like EVs and the metaverse. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll

The multi-trillion-dollar challenge: Climate change and capital markets Mar 29, 2022 00:33:21 Director of Climate Research Chris Goolgasian joins host Thomas Mucha to discuss the many investment and geopolitical implications of climate change. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Processing semiconductors' central role in innovation and geopolitics Mar 22, 2022 00:28:15 Global Industry Analyst Eunhak Bae joins host Thomas Mucha to explore semiconductors' key role in the future of innovations like EVs, the metaverse, and cryptocurrencies as well as their implications for geopolitical issues like the conflict in Ukraine and US/China relations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data

Shifting landscape: Policy, politics, and the great-power struggle Mar 8, 2022 00:38:16 Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episodes

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