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Macroeconomic & Geopolitical
The Active Share Podcast: The Age of Oil
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Hugo sits down with Helen Thompson, a professor of political economy at Cambridge University and author, for a conversation about energy
MarketScape: Why Stocks May Stall Globally
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Looming recession in the U.S. and Europe, high interest rates and elevated U.S. valuations could challenge global equity returns.
MarketScape: The Fed Paused, but It Probably Will Hit Play Again Soon
The Federal Reserve took a break after a streak of 10 straight rate hikes, but the inflation fight appears far from over.
Human Capital
The Active Share Podcast: What’s Culture Got to Do With It?
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As it turns out, culture has a lot to do with how we operate. But how difficult is it to measure?
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Policy and Regulatory Commentary
MarketScape: U.S. Debt Ceiling Deal: Signs of Stability for Investors
While complications still may arise, we expect Congress to enact the debt ceiling agreement in time to avoid a potential default. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes the market reaction to the deal and some risks that remain.