The WellSaid Podcast

The market for sustainable credit in emerging markets is exploding. What's driving that growth? What are the challenges and opportunities? Veteran fixed income credit analyst Sam Epee-Bounya joins host Thomas Mucha to explore the rapidly changing environment for ESG and sustainable finance in Latin America and Africa.  1:45 – Sustainable finance growth drivers 4:20 – ESG differences with EM invest...

Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics.  2:10 - Update on the war in Ukraine 5:20 - Oil price cap and the future of the Russian economy 8:30 - Russia's economic relationship with China 12:00 - India's and Turkey's relationship...

The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.  2:00 Availability crisis 7:30 Demand-reduction measures 9:25 Affordability crisis 11:10 Effects on domestic politics and policy  17:30 Effects on geopolitical friction 20:00 Effects on research and collaboration process  Hosted by Simplecast, an AdsWizz...

Macro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets. 1:50 – Today’s inflation drivers 3:00 – The Fed’s response 5:10 – Inflation in Europe 7:20 – Political implications 9:55 – Recession risk 12:00 – Key data to watch 13:15 – China’s economy 15:20 – The Inflation Reduction Act 19:45 – Juhi's rese...

Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headl...

Fixed Income Investment Director Amar Reganti joins host Thomas Mucha to discuss opportunities and risks in today's fixed income markets, exploring the impact of inflation, central bank policy, geopolitical conflict, potential recessions, and much more. Key topics to listen for: 2:00 — Fixed income in today's volatile environment 4:00 — The power of a reserve currency 8:00 — The Fed and inflation...

Global Industry Analyst Rebecca Sykes joins host Thomas Mucha to discuss the future of the pharmaceutical industry. They highlight the impacts of COVID-19 on the industry and explore today's newest pharma innovations, such as treatments for cancer, obesity, and more. Key topics to listen for: 1:00 - Ongoing impacts of COVID-19 4:45 - Understanding regional differences 6:00 - Mental health and publ...

Host Thomas Mucha speaks with author and historian Hal Brands about lessons from the Cold War that can help investors understand and navigate today’s great-power struggles.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Health care investor Wen Shi joins host Thomas Mucha to discuss the future of biotech innovation. They explore the potential of gene editing, targeted protein degradation, artificial intelligence, and much more, highlighting their impact on everything from patient outcomes to geopolitics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...

Once considered a niche area of sustainable investing done almost exclusively through private markets, public-market impact investing is expanding rapidly. Impact Measurement and Management Practice Leader Oyin Oduya sits down with host Thomas Mucha to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive soci...

Market participants are closely watching China’s response to the war in Ukraine. The crisis has upended the geopolitical landscape, fractured tenuous alliances, and sharpened focus on strategic sectors. Host Thomas Mucha speaks with Santiago Millán, Wellington’s Hong Kong-based macro strategist, about his perspectives on China’s approach to Ukraine, climate change, and ongoing COVID-19 challenges....

The war in Ukraine has roiled commodities markets, highlighted fossil fuel dependence, and accelerated the low-carbon transition. It has also exacerbated inflation and global geopolitical risks. Host Thomas Mucha welcomes Commodities Portfolio Manager David Chang and Global Industry Analyst Tim Casaletto to discuss these interrelated dynamics and the challenges they pose for ESG investing and anal...

Host Thomas Mucha welcomes Global Industry Analyst Yash Patodia to discuss how US/China tensions and rising rates impact the tech sector, the future of strategic sectors such as semiconductors and big data, and why he believes the Asia technology sector is pivotal to innovations like EVs and the metaverse. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll...

Director of Climate Research Chris Goolgasian joins host Thomas Mucha to discuss the many investment and geopolitical implications of climate change.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global Industry Analyst Eunhak Bae joins host Thomas Mucha to explore semiconductors' key role in the future of innovations like EVs, the metaverse, and cryptocurrencies as well as their implications for geopolitical issues like the conflict in Ukraine and US/China relations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data...

Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.