درباره این اپیزود
Julie Ducharme and Habib Subjally discuss managing a global equity portfolio through macroeconomic uncertainty, navigating major advancements in the technology sector, and the impact of global equity market concentration.
انگلیسی
ایالات متحده آمریکا
رونوشت 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
جستجوی اپیزودهای گذشته
اپیزودهای قبلی The Institutional Beat را جستجو کن.
قسمت های دیگر در این پادکست
In this episode, Slava Sherbatov interviews Jeffrey Schok covering gold and precious metals on RBC's North American Equity team. Together, they explore the remarkable surge in gold prices in 2025, and examine the fundamental drivers behind this rally. This podcast episode was recorded on March 19, …
In this episode, our speakers explore the critical trends shaping responsible investing in 2026, from the breakneck pace of AI deployment and its governance implications, to the geopolitical reckoning driving a meaningful shift in defense sector investments. This episode was recorded on March 30, 2…
In this episode, our speakers explore the emerging market debt asset class – a US$30 trillion universe with significant opportunities for institutional investors. This podcast episode was recorded on April 10, 2026.
In this episode, our speakers explore the phenomenon of extreme index concentration in emerging markets currently being driven by AI, and the implications for portfolio construction. This podcast episode was recorded on July 16, 2026.
Additional resources: https://institutional.rbcgam.com/en/ca/re…
In this episode, our speakers explore the numerous challenges that endowment & foundation investors have faced in recent years and discuss practical strategies for building resilient portfolios that serve the long-term missions of non-profit organizations. This podcast episode was recorded on J…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به PH&N Institutional است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
