Western Hemisphere Rates: Macro Matters
Western Hemisphere Rates: Macro Matters
The yield curves in the US and Canadian dollar could invert more than any cycle since the early 1980s and the German gov... Read more
15 Jul 2022
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29mins
Fixed Income Returns Turn Positive?: Global Fixed Income Forecasts
Fixed Income Returns Turn Positive?: Global Fixed Income Forecasts
In this Global Fixed Income Return Forecast edition, host and BI Chief U.S. Interest Rate Strategist Ira Jersey is join... Read more
13 Jul 2022
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22mins
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Assessing the Landscape for EM Private Equity: EM Lens
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In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is join... Read more
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Portfolio Manager Perspectives & Positioning in an Inflationary Environment: EM Lens
Portfolio Manager Perspectives & Positioning in an Inflationary Environment: EM Lens
SPECIAL EPISODE | After nearly four decades of dormant inflation, EM economies must now contend with rising price pressu... Read more
1 Jul 2022
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Assessing the Impact of a U.S. Recession on Emerging Market Fixed Income: EM Lens
Assessing the Impact of a U.S. Recession on Emerging Market Fixed Income: EM Lens
SPECIAL EPISODE | Risk of a U.S. recession is growing more likely, with the potential to impact valuations across EM ass... Read more
1 Jul 2022
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Has the Dollar Peaked Yet?: FX Moment
Has the Dollar Peaked Yet?: FX Moment
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassoweris joine... Read more
30 Jun 2022
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Inflation & Populism in Latin America: EM Lens
Inflation & Populism in Latin America: EM Lens
In this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joi... Read more
29 Jun 2022
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Muni Bonds Discover the Blockchain: Masters of the Muniverse
Muni Bonds Discover the Blockchain: Masters of the Muniverse
Hosts, Eric Kazatsky and Amanda Albright, discuss new developments at the intersection of the sleepy municipal bond mark... Read more
23 Jun 2022
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Corporate Strategy: Macro Matters
Corporate Strategy: Macro Matters
In this Macro Matters edition, host and BI Chief US Interest Rate Strategist Ira Jersey is joined by Noel Hebert, BI Chi... Read more
17 Jun 2022
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