
In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.
| Publishes | Weekly | Episodes | 17 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

This week, Karen and Hugh discuss recent strong economic data and lingering inflation concerns that are pushing up bond yields. They then delve into what to make of the bond market interventions we’re increasingly seeing from finance ministers and tr... more
The market is wrapping up a stellar earnings season with growth broadening by geography and sector. No wonder markets keep hitting all-time highs. Karen and Hugh break down the earnings news and discuss what the macro data suggests about the outlook ... more
In this week’s episode, Karen and Hugh reflect on the outlook for inflation and the Middle East, what the earnings season tells us about the broadening of opportunities, and why it’s a good time to invest despite the geopolitical turmoil.
Following a busy week for central banks, Hugh was joined by Iain Stealey, International CIO for Global Fixed Income, Currency and Commodities, to dissect the recent rate decisions and look at where global government bond markets are offering the best... more
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A standout markets podcast - cuts through all the markets noise to provide some brilliant, key insights, engagingly delivered.
I love this podcast - the 15 minute episodes are perfect for me to listen to on the way to school and the content discussed is highly interesting. I feel very inspired after listening!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #19 |
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Global market briefings that blend macroeconomics with geopolitical and policy developments, offering practical takeaways for portfolio positioning. Episodes cover central bank paths, energy and oil dynamics, inflation, and market reaction to geopolitical events, with a steady focus on how these signals translate into investment decisions. A standout is the clear emphasis on how macro themes interact with real-world policy and energy supply, making it valuable for listeners who want a disciplined framework for understanding markets and risk.
Noteworthy is the recurring collaboration between two JPMorgan Asset Management strategists, delivering concise, signal-focused analysis on a weekly cadence that translates complex developments into ac... more
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