Evolving Corporate Governance in Japan

Evolving Corporate Governance in Japan

Japanese economic reform efforts began in earnest during the Abenomics era, when Prime Minister Shinzo Abe spearheaded a comprehensive agenda to address the prolonged period of deflation and corporate inefficiency that had plagued Japan for decades. But today, Japan...

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Episode 47: The High Costs of a Soft Landing

Episode 47: The High Costs of a Soft Landing

In this episode of The Active Share, Hugo is joined by Rob Kaplan, partner and vice chairman at Goldman Sachs and former president and CEO of the Federal Reserve Bank of Dallas, for a conversation that explores the shifting economic and geopolitical dynamics in a post-COVID world. Together, Hugo and Rob touch on the pendulum swing away from excessive globalization, the importance of balancing national security concerns with the economic benefits of trade, and the need for informed debate when making decisions amidst global uncertainty.

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Waistlines and GLP1-s—Expanding in Unison

Waistlines and GLP1-s—Expanding in Unison

It seems like everyone is talking about Ozempic, but this popular weight loss drug is only one of many glucagon-like peptide-1 (GLP-1) medications establishing themselves as the cornerstone in the management of obesity. But how did the category evolve, and what are...

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3 Metals to Watch

3 Metals to Watch

We believe that the fundamentals for copper, nickel, and aluminum are strengthening due to improving demand prospects supported by electric vehicles (EVs), renewable energy, and data centers along with supply rationing in the form of production challenges or outright...

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Episode 46: India’s Wake-Up Call

Episode 46: India’s Wake-Up Call

Making the growth case for India involves answering one key question: How can India differentiate itself from China? In this episode of The Active Share, Hugo and Raghuram Rajan, a professor of finance at the University of Chicago’s Booth School of Business, discuss what it would take for India to evolve into a global economic powerhouse.

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The Art of Blooming Late

The Art of Blooming Late

Finding success later in life requires a growth mindset—but also the ability to capture the right opportunity at the right time. In this episode of The Active Share, join Hugo and guest Henry Oliver, a London-based author, for a discussion on what it means to bloom...

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The Dilemma With a Blended Approach to EM Debt

The Dilemma With a Blended Approach to EM Debt

Does the conventional approach to investing in emerging markets (EM) debt—which is top down and blended—lead to less efficient capital allocation? We believe so, due to the oversized and concentrated representation of Asia (particularly China) in EM debt local...

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