Markets Happy Hour Podcast with Aoifinn Devitt

In this week’s Markets Happy Hour Podcast we are joined by HSBC Asset Management Global Investment Strategist and “market storyteller” Joe Little. A legendary force on Linked IN, we were delighted to feature his insights here for 30 minutes. We start with picking apart the prevailing narratives and counternarratives that continue to course through markets driven on the one hand by last week’s positive employ...

In today's Markets Happy Hour Podcast we are joined by Mark Tinker, CIO of Tosca Fund Management in Hong Kong, and, more importantly for us here a prominent commentator and the author of two blogs - Market Thinking and This Is Not Investment Advice.

In this extended (full) version of the Markets Happy Hour recording of earlier today we discuss cost-push v. demand-pull inflation and why only one can be controlled - what the REAL i...

In today's Markets Happy Hour Podcast we are joined by Mark Tinker, CIO of Tosca Fund Management in Hong Kong, and, more importantly for us here a prominent commentator and the author of two blogs - Market Thinking and This Is Not Investment Advice. We have here an abbreviated version of our longer discussion which involved two deeper dives as set out below.

This abbreviated version touches on cost-push v. demand-pull inflation a...

In this week's Markets Happy Hour Podcast I am delighted to be joined by Anastasia Amoroso, Managing Director and Chief Investment Strategist at Partners Group. Our conversation starts with a traditional vibe check on the narratives and counter-narratives driving market sentiment. She speaks about a multi - engine economy growing thanks to a stable consumer, soaring Capex, spending on areas such as defence.

We move then to disc...

This week we have a bonus episode of the Markets Happy Hour podcast in which we feature Charles-Henry Monchau, CIO of Syz Bank, recorded on site in Geneva.

I have followed Charles-Henry and his original – and sometimes provocative – takes on LinkedIN for some time and it was great to gather his views as summer comes to an end.

Our conversation features a Europe-based lens on market events and dynamics and we begin...

In this week’s Markets Happy Hour Podcast we are joined by Anwiti Bahuguna Co-CIO of Northern Trust Asset Management, who has had a long history of multi-asset investment for a range of institutional and wealth management clients.

The title of the podcast refers to the "Ferragosto" phase of Eurosummer, which has been tumultuous and newsfilled, and quite ferocious bot in terms of its heat and its pace.

Discussing inflati...

In this week's Markets Happy Hour Podcast I am joined by Simon Evan-Cook, a Multi-Asset Fund Manager at Downing Fund Managers who writes the Fund of Funds Insider column for Citywire. He was previously a AAA-rated fund manager, winning multiple investment awards, including four prestigious ‘Fund Manager of the Year’ titles.

Today we reflect on a week that has revealed much about a few split screens that we are seeing...

In this week's abbreviated Markets Happy Hour podcast we discuss the Trip to Nowhere that the on-again-off-again hostilities in the Strait of Hormuz have created.

Coming to you live from the mountains we reflect on inflation movements and the divergence with inflation expectations, as well as the bond market's persistent skepticism regarding Fed policy and the fiscal security of various developed markets.

Equity markets have ...

In today's Markets Happy Hour Podcast we discuss the split US Fed as they look to the next direction of interest rates. We also touch on the devastation caused by the wildfires across Europe so far this summer - and ask about their impact on policy, productivity and morale.

Moving back to market forces, we remain pretty much where we were already with the state of geopolitics and the Strait of Hormuz - we have had a halt to host...

In today’s Markets Happy Hour podcast we focus in particular on some of the other economies outside the US, with a look at how markets are reacting to the 7th Prime Minister in 10 years and ask who is the new “sick man” of Europe. Starting with what might be deemed to be inflation’s deep fake moment – the false dawn of June’s low number, we ask what is to come if oil price induced inflation break...

This week's podcast comes from a somewhat downbeat London after the exit of the England team from the World Cup semi-final last night. It was a tough loss - particularly poignant as the atmosphere had been so electric in London last night.

Starting with inflation, the surprisingly low number in June reflects the fall in the oil prices, which continues to be very leveraged to geopolitical news.

This is despite expectations actu...

In this second podcast of the week we are joined by Adam Berger, Multi-Asset Strategist at Wellington. Our conversation reflects on the fact that many of the current news items seem very like "deja-vu" - the tensions in the Strait of Hormuz, the spike in the oil price, the return of the heat wave.

We cycle through our usual five topics and reveal some surprising points of view on inflation, as well as the risks in equity markets...

**NOT INVESTMENT ADVICE AND DOES NOT CONTAIN INVESTMENT RECOMMENDATIONS"

This week's Markets Happy Hour Podcast is a little bit different . . while we still bring you a market overview together with an outstanding guest, this time we are exploring how good some of the AI models are at picking stocks, building portfolios and deciphering equity market narratives.

Guest Content Disclosure: This presentation was prepared by Jens B...

In this week's Markets Happy Hour Podcast we are joined by special guest Roy Kuo, CIO of Galilei Investment Office, and we dive in to a sweeping discussion across global markets.

Our conversation starts with a mixed inflation number, whereby consumer prices are driving the sustained inflationary level more than the energy prices, although as one of our charts shows, gasoline prices remain far stickier and less responsive to geopo...

In this week's Markets Happy Hour Podcast we celebrate the life and times of Alan Greenspan, who died this week at the age of 100. His rich and multi-layered career in which he worked in multiple Presidential administrations and had a close to 19 year tenure as the 18th Chair of the Federal Reserve. The rich phenomena and quotes attributed to him deserve some analysis because of what they teach us about the fabric of markets and th...

In this week's Markets Happy Hour Podcast we are joined by two-time guest Christian Abuide, who first appeared on this podcast in April 4, 2026. We start with a comparison of today's market conditions to April 4, 2026, which is quite interesting, given how starkly the narrative has changed with respect to the economic outlook, the outlook for rates and the concerns around geopolitics.

This makes us ponder whether we do get distra...

Alison Taylor is a clinical professor in the Business and Society Program at NYU Stern School of Business. She teaches ethics, sustainability, and leadership courses to undergraduate, MBA and EMBA students. She holds senior advisor roles at KKR and Unilever, is an Ethical Systems collaborator and a Senior Advisor at Enlighten. She is also LinkedIn Top Voice, a member of the FT Moral Money advisory board and the author of the succes...

In this week's Markets Happy Hour Podcast, which comes to you live from Dublin, we take our usual tour through market dynamics but take a detour into nature finance, thanks to our hosts in Dublin – Gresham House Asset Management Ireland. We discuss inflation that is moving incontrovertibly in the wrong direction (citing the recent 4.2% print in the US) as well as the shifting stance of Central Banks, which is firmly towards t...

In today's Markets Happy Hour Podcast - the second of the week - we have a fascinating conversation with Christie Townsend, long-time institutional investor (with the X/Twitter persona @ ROI Christie) with an audience of other senior allocators in Dallas.

Our conversation is wonderfully rich - starting with inflation and the divergence between Main Street and Wall Street inflation and moving to the economic vibes with a focus on...