INFORMAZIONI SU QUESTO EPISODIO
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.
Inglese
Stati Uniti
TRASCRIZIONE 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di The Institutional Beat.
ALTRI EPISODI IN QUESTO PODCAST
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…
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, 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 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 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…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da PH&N Institutional, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
MODIFICA
Grazie, ci hai aiutato a mantenere aggiornato il database dei podcast.