In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
This podcast episode explores the investment strategies of insurers in light of economic uncertainty, such as inflation, recession fears, and geopolitical tensions. While insurers are wary of a potential recession and declining credit quality, they're optimistic about exploiting the high-interest rates and yields, part...
This podcast episode provides in-depth analysis of the recent banking crisis, delving into the causes, contributing factors, and potential solutions. Experts discuss the role of bank management, monetary policy, regulatory frameworks, and deposit insurance in shaping the current financial landscape. The episode also ex...
This podcast episode dives deep into the current state of the European tech market, discussing the impact of the banking turmoil on startups, the funding strategies of Blossom Capital, adaptation to the economic downturn, the significance of government support, and the integration of Generative AI into software product...
This podcast episode analyzes the rise in shareholder activism, especially targeting large-cap companies, driven by volatile markets and abundant activist capital. The shift from M&A outcomes to operational thesis in activist demands is also discussed, along with the challenges and opportunities for companies in this e...
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