Will 2024 be the first year of “normal” economic expansion post-COVID? In this episode of The Active Share, Hugo sits down with William Blair’s Olga Bitel, partner, global strategist, and Simon Fennell, partner, portfolio manager, for a wide-ranging conversation on the outlook for 2024. Together, they touch on key topics like inflation and interest rates, Japan’s investment story, the impact of generative artificial intelligence (AI) and glucagon-like peptide-1 (GLP-1) medications, and what new growth opportunities could be on the horizon.
The cosmos, the final frontier, the galaxy beyond: Our collective fascination with outer space has always been intense. But with companies and public figures now dedicating huge sums of money to space exploration, it seems a new kind of space race has been born. In this episode of The Active Share, Hugo sits down with Chris Impey, an astronomer, educator, and author, to discuss the potential economic, environmental, and geopolitical ramifications of space exploration.
Artificial intelligence (AI) has the potential to greatly enhance human capabilities and improve lives. But the implications are far-reaching and not fully understood. In this episode of The Active Share, Hugo sits down with Tyler Cowen, best-selling author, podcast host, and Holbert L. Harris chair of economics at George Mason University, for a conversation about the impact of AI on labor, capital, business models, and global connectivity.
Taiwanese American conductor Mei-Ann Chen joins The Active Share podcast with as much energy and enthusiasm as she brings to the orchestra. As the music director for the Chicago Sinfonietta and chief conductor of recreation of the Grosses Orchester Graz at Styriarte in Austria, Mei-Ann has broken barriers as the first female Asian conductor in this role. Tune in as she shares her journey, her unique approach to conducting, and the power of music in connecting humanity.
We can’t understand current geopolitical events without understanding how fossil fuels shaped the 20th century. In this episode of The Active Share, Hugo sits down with Helen Thompson, a professor of political economy at Cambridge University and author of Disorder: Hard Times in the 21st Century, for a conversation about energy—how U.S. shale production created fault lines through the Middle East, Western Europe, and Russia; how decarbonization could drive further change; and how other industries (such as semiconductors) are having a similarly disruptive effect.
The idea of lending with interest can be traced back thousands of years. But despite the pivotal role that interest rates play in our economic structures, they continue to be misunderstood. 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.
Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
As it turns out, culture has a lot to do with how we operate. But how difficult is it to measure? In this episode of The Active Share, Hugo sits down with Dr. Tom Reader, an associate professor of organizational psychology at the London School of Economics, to discuss the broad role culture plays in all kinds of organizations; why great cultures are the defining feature of good companies; and how engaging with diverse perspectives can help foster meaningful cultural growth and innovation.
Microchips are the foundation of the modern economy, but what are the geopolitical implications of this new power player? In this episode of The Active Share, Hugo spoke with Tufts University associate professor Chris Miller, author of the book Chip War: The Fight for the World’s Most Critical Technology, about the decades-long, globe-spanning battle to control one of the world’s most critical resources.
Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to the old, says Jeff Currie, global head of commodities research at Goldman Sachs. In this episode of The Active Share, Jeff tells Hugo how he sees the future of energy, from green tech to oil, from the east to the west—who will win, who will lose, and how investors can prepare.
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Research trips are an integral component of our active, fundamental investment process. Our investment teams meet with different...
In the two years since we published our research on electric vehicles (EVs) and metals, we’ve seen a dynamic metals market unfold before...
Will 2024 be the first year of “normal” economic expansion post-COVID? In this episode of The Active Share, Hugo sits down with William...
Jared Lou, CFA, portfolio manager, sits down with InvestmentNews anchor Gregg Greenberg to explain why he believes emerging market debt looks attractive now.
In their first walk of 2024, Olga and Hugo discuss how the U.S. Federal Reserve (Fed) managed to bring down inflation without causing a...
China’s government is finally moving to stimulate the economy after its sluggish post-COVID reopening. The country faces a slew of...
While globalization has benefited consumer and commercial establishments for thousands of years, it has begun to slow down in recent...
Non-U.S. equities, including emerging markets (EM) equities, are likely beneficiaries of falling interest rates in the United States and...
We anticipate a strong 2024 for emerging markets (EM) debt on the back of a significant improvement in the global macro backdrop. While it...
Vivian Lin Thurston, CFA, partner, portfolio manager, appeared on CNBC to share her insights on Taiwan’s election and her outlook on its equity market.
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