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20:13 min
Active management Equity Total return Artificial intelligence (AI) Geopolitics Macro Risk management WELLSaid Podcast
Searching for alpha in large-cap equities is a team sport
How does Portfolio Manager Anna Lunden think about searching for alpha in large-cap equities? She explains, "it's about drawing on every tool in the toolbox," including macro insights from strategists like Nick Wylenzek. Tune into their conversation about the teamwork involved in navigating this asset class on the latest WellSaid podcast with host Thomas Mucha.
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Anna Lundén
Anna Lundén, CFA
Nicolas Wylenzek
Nicolas Wylenzek, CFA
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20:13 min
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Podcast
21:34 min
Europe Macro and market Geopolitics Podcast WELLSaid Podcast
Navigating the European market's regime change
Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.
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Nicolas Wylenzek
Nicolas Wylenzek, CFA
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21:34 min
Podcast
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Podcast
25:24 min
Private equity Venture capital Private portfolio companies Geopolitics Economic cycle Volatility Elections WELLSaid Podcast No Optimizely Podcast
How labor scarcity will reshape financial markets
Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.
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Juhi Dhawan
Juhi Dhawan, PhD
Nicolas Wylenzek
Nicolas Wylenzek, CFA
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25:24 min
Podcast
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