Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
Episodes
Friday Dec 22, 2023
Friday Dec 22, 2023
The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke Environmental, Social & Governance-related research and investment advice.
Read the rest of this entry »
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
David Osman of the IRF is joined by Brian Pellegrini, the Founder and Senior Analyst of Intertemporal Economics.
Read the rest of this entry »
Thursday Nov 09, 2023
Thursday Nov 09, 2023
David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group.
Read the rest of this entry »Friday Nov 03, 2023
Friday Nov 03, 2023
David Osman of the IRF is joined by Marcos Buscaglia, the Founder of Alberdi Partners.
Read the rest of this entry »
Friday Sep 15, 2023
Friday Sep 15, 2023
David Osman of the IRF is joined by Ryoji Musha, the Founder of Musha Research.
Ryoji Musha founded Musha Research in 2009 following a long and distinguished career working for leading global investment banks in Japan and the USA since 1973. During that period, he achieved the top-rating for Japan Equity Strategy in the Institutional Investor polls.
In this podcast Ryoji Musha discusses the reasons for the dramatic improvement in the outlook for the Japanese economy. He identifies the importance of the improving competitiveness of the Japanese yen against the US dollar and crucial global geopolitical factors, particularly the troubled US-China relationship, as well as the emerging secular trends in the domestic economy. Ryoji Musha also explains the ongoing changes in the Bank of Japan’s monetary policy stance that will lead to the effective elimination of the yield curve control (YCC) policy and other unconventional monetary policy measures by the end of next year. He also sets out the pathway for economic growth and a sustained return to the BOJ’s 2%pa inflation target. He assesses when and by how much Japanese interest rates are likely to rise in 2024 and what this will mean for the 10-year government bond yield. Ryoji Musha concludes with an assessment of bullish factors driving the strong performance of the Tokyo stock market and foresees a significant increase in the weightings of Japanese equities in global portfolios.
Musha Research was founded in 2009 to provide more direct assistance with financial market analysis and the determination of medium and long-term outlooks. The activities of Musha Research are guided by three principles: adhering to consistent logic; reaching conclusions based on their own beliefs; and using a viewpoint that incorporates both history and a global perspective.
Monday Jul 17, 2023
Monday Jul 17, 2023
David Osman of IRF is joined by Ron William, the Founder of RW Advisory.
Ron is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research and institutional firms.
Read the rest of this entry »Monday Jun 26, 2023
Monday Jun 26, 2023
The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke environmental, social & governance-related research and investment advice.
Read the rest of this entry »
Monday Jun 26, 2023
Monday Jun 26, 2023
In conversation with the IRF's JP Smith, Mark Latham Founder and CEO of Commodity Intelligence explains how his news story driven AI process helps the team to identify prevailing narratives in the market and potential inflection points.
Read the rest of this entry »
Wednesday May 17, 2023
Wednesday May 17, 2023
This latest episode of the IRF Podcast looks at the outlook for the Turkish economy and financial assets in the wake of Turkey's 2023 first-round election.
Read the rest of this entry »Monday May 15, 2023
Monday May 15, 2023
The IRF is joined by Brian Pellegrini, the Founder of Intertemporal Economics.
Read the rest of this entry »