Parhaat Equities Podcastit (2024)

1
Ballots that surpass borders: how will the US election shape emerging markets? 35:09

2M ago35:09

35:09

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election and what it means for emerging markets.Kirjoittanut abrdn

1
Eric Vachon - CEO and President of Stella Jones 29:09

4M ago29:09

29:09

Stella Jones CEO Eric Vachon discusses energy transition, leadership, M&A and more. For additional episodes of the Canadian Equities podcast connect with us at acumencapital.com/podcast.Kirjoittanut Acumen Capital

1
State of Origin: EM elections, trade and inflation 26:58

4M ago26:58

26:58

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly. Discussing EM and US elections, and how these might affect various EM economies. Podcast was recorded on 10th July 2024Kirjoittanut abrdn

1
Commodities: from light rock to heavy metals 27:45

5M ago27:45

27:45

In the latest episode of the Emerging Markets Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss their recent trip to Bank of America's annual metals and mining conference in Miami. Topics include their trip, copper performance, rally in gold prices and more.Kirjoittanut abrdn

1
Investing in the key players in Asia’s energy transition: Emission Impossible? 23:17

7M ago23:17

23:17

In the latest episode of the Emerging Markets Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition. Topics include measuring emissions, decarbonising Asia and abrdn’s framework for investing in companies leading the way towards net zero.Kirjoittanut abrdn

1
Following cashflows from China to Chile 21:52

8M ago21:52

21:52

In the latest episode of the Emerging Markets Equities podcast, Matt Williams is back on the podcast with Nick Robinson to talk all things income investing in emerging markets. Discussing his recent trip to South America, biggest learnings over the last 10 years and optimism in this investment landscape.…

1
Lotus blooming – will 2024 be an Indian summer? 25:25

11M ago25:25

25:25

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by James Thom to explore the opportunities in India. Discussing his recent trip to the region, politics and the green economy.Kirjoittanut abrdn

1
A sit down with a frontiersman – how to invest and holiday in the new wild west 27:12

12M ago27:12

27:12

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Kevin Daly to explore the world of frontier markets. Discussing Kevin's experience managing a fund over the last 10 years, countries to watch out for and also holiday recommendations.Kirjoittanut abrdn

1
Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure 19:47

1y ago19:47

19:47

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. Discussing how emerging markets benefit, US export control rule and how this will impact China.Kirjoittanut abrdn

1
We need to talk about the ex – is EM as an asset class ready to separate from China? 25:05

1y ago25:05

25:05

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufacturing diversification and the commodity cycle.Kirjoittanut abrdn

1
Al Monaco - Former CEO of Enbridge 38:35

1y ago38:35

38:35

Former Enbridge CEO Al Monaco joins us to discuss energy, pipelines, Net Zero and more. Tune in now at: https://acumencapital.com/podcast/Kirjoittanut Robert Cooper

1
The cusp of a lost decade, is China at risk of Japanification? 28:24

1y ago28:24

28:24

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to look at all things China. Covering geopolitics and potential comparisons between China today and Japan 30 years ago.Kirjoittanut abrdn

1
New path along the Cordillera - Mexico and nearshoring 31:05

1+ y ago31:05

31:05

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Eduardo Figueiredo and Tiago Rodrigues to discuss all things nearshoring in Mexico. Looking at the drivers, politics, and their recent trip to the country.Kirjoittanut abrdn

1
Pramod Jain - Computer Modelling Group 33:16

1+ y ago33:16

33:16

Today we are joined by Computer Modelling Group CEO Pramod Jain. We discuss leadership, kickstarting organic growth, M&A and more. For additional episodes of the Canadian Equities podcast connect with us at acumencapital.com/podcast.Kirjoittanut Acumen Capital

1
Spring tide: how will EM benefit from nearshoring 24:58

1+ y ago24:58

24:58

In the latest episode of the Emerging Markets Equities Podcast, Gabriel Sacks joins Nick Robinson to discuss the trend of nearshoring and how the changing structure of global supply chains is impacting the companies and economies of emerging markets.Kirjoittanut abrdn

1
Conscious uncoupling? EM currencies and the dollar 22:38

1+ y ago22:38

22:38

What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit down to discuss performance of EM currencies, the dollar and the currencies coupled to it.Kirjoittanut abrdn

1
Arjun Murti - Veriten 43:27

1+ y ago43:27

43:27

Arjun Murti is a Partner at Veriten, a knowledge and media platform with a focus on energy, technology and environmental trends. In this episode we discuss trends in the energy sector, transition, ESG and the "Super Vol" macro environment. For additional episodes of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
EM income, a new investing approach for a new era 26:08

1+ y ago26:08

26:08

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson is joined by Matt Williams to evaluate the income investing landscape over the last few years. Discussing changes in market regime, dividends and ESG implications.Kirjoittanut abrdn

1
Shifting Sands: How Middle Eastern markets are emerging on the world stage 23:18

2y ago23:18

23:18

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Nina Petry to discuss how the Middle East has become a major part of emerging markets and what is behind this growth. We discuss drivers of growth going forward, the evolving opportunity set, and some of the ESG challenges of the region.…

1
Impact on China of US semiconductor export regulations, bump in the road or worse? 24:39

2y ago24:39

24:39

In the latest episode of the Emerging Markets Equity podcast, Nick Robinson sits down with Pruska Iamthongthong and Karl Li to discuss the new chip export restrictions, what they are, and also implications for China and those companies in the supply chain.Kirjoittanut abrdn

1
Amidst the global crisis, finding investment opportunities aligned with the UN's SDGs 20:40

2y ago20:40

20:40

What are the UN's sustainable development goals and why are they important? Nick Robinson & Catriona Macnair break this down whilst discussing the current global crisis and where investment opportunities fit in with these.Kirjoittanut abrdn

1
There’s always a silver lining 23:58

2y ago23:58

23:58

Global equity markets are facing a double-whammy of spiking volatility and rampant inflation, neither of which seem to cool down any time soon. We discuss if, and how, equity investors can weather near-term headwinds pretty much unscathed.Kirjoittanut Citywire

1
Back to basics 20:17

2y ago20:17

20:17

Interest in companies that cater to our desire for personal development is still strong, but it’s increasingly overshadowed by the necessity to deal with external shocks. These days, it’s not about what you want anymore – it’s about what you need. Where does that leave global equities?Kirjoittanut Citywire

1
The big shift 21:25

2y ago21:25

21:25

The world has gone topsy-turvy, with major implications on the investment landscape. We take a look at the dying bull market, the ongoing regime change and assets that can weather the market downturn.Kirjoittanut Citywire

1
EM Ex China - Finding opportunities in an overlooked market 19:19

2+ y ago19:19

19:19

How dominant is China becoming in the emerging markets space? Nick Robinson & Alex Smith discuss the asset allocation it holds, how this affects the asset allocation and the impact investors will see this have.Kirjoittanut abrdn

1
China, Russia & Inflation 28:38

2+ y ago28:38

28:38

Russian sanctions, China's position & Increasing inflation pressures, Nick Robinson & Bob Gilhooly tackle these 3 topics and take a deep dive on the three areas and the impact thy have on shaping investment opportunities.Kirjoittanut abrdn

1
Jim Kootnekoff - SecuSolutions Ltd. 11:11

2+ y ago11:11

11:11

Cyber security continues to be a hot topic for businesses of all sizes. In this episode of the Canadian Equities podcast Jim Kootnekoff, Founder, President & CEO of SecuSolutions Ltd. joins Robert Cooper to discuss the changing landscape within cybersecurity, where the latest threats are coming from, and some of the trends within the industry. For …

1
David M. Gray - Gallagher Canada 10:41

2+ y ago10:41

10:41

Cyber security is a material risk for businesses of all sizes. In this episode of the Canadian Equities podcast David M. Gray, Vice-President in the insurance group at Gallagher Canada, joins Robert Cooper to discuss the changing landscape with respect to cyber threats, how insurance coverage has changed and where the market is going. For the full …

1
Goran Pesic - Samuel Associates Inc. 10:32

2+ y ago10:32

10:32

In this episode of Canadian Equities we are joined by Goran Samuel Pesic, founder and CEO of Samuel Associates. Samuel Associates is Canada's leading strategic consulting and government relations firm headquartered in Ottawa, Ontario. They advise a wide range of clients operating in Canada and worldwide in various industries and sectors, including …

1
Where next for the Commodities market? 23:33

2+ y ago23:33

23:33

In this edition of the Emerging Markets Equities Podcast, Nick Robinson & Ben Shrewsbury sit down and discuss all things in the Commodities space within EM. Will commodity stocks continue to perform well in the current inflationary environment? Will gold benefit from Russia sanctions? Where next for industrial metals like nickel and palladium? And …

1
How will the Metaverse impact the investment landscape? 23:29

2+ y ago23:29

23:29

In this edition of the Emerging Markets Equity podcast, Nick Robinson & Pruksa Iamthongthong sit down to discuss the Metaverse. They tackle the topic of what exactly this is and how it may play a part in shaping the investment landscape in the future. They delve into how this extension of the internet will further entwine our lives in the virtual w…

1
Darcy J. Will - Gamehost Inc. 12:56

2+ y ago12:56

12:56

In this episode of the Canadian Equities podcast Darcy J. Will, Vice President of Gamehost Inc., joins Robert Cooper to discuss the economics of the gaming industry, the influence of Las Vegas on other gaming markets and the Alberta economy. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
Joel Macleod - Tidewater Midstream & Tidewater Renewables 10:27

3y ago10:27

10:27

In this episode of the Canadian Equities podcast Joel Macleod, Chairman & CEO of Tidewater Midstream & Tidewater Renewables, joins Robert Cooper to discuss entrepreneurs, energy infrastructure, deal making and energy transition. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
Challenges of the renewable energy transition 23:53

3y ago23:53

23:53

While the world still relies heavily on hydrocarbons to meet its energy requirements, the renewable energy transition looks to be increasingly shaping the investment landscape in emerging markets. In this latest episode of our Emerging Markets Equites podcast, William Scholes joins host Nick Robinson to talk about the challenges of the transition, …

1
William Hammond- Hammond Power Solutions Inc. 11:02

3y ago11:02

11:02

In this episode of the Canadian Equities podcast William Hammond, Chairman & CEO of Hammond Power Solutions Inc., joins Robert Cooper to discuss the dynamics of family-owned businesses, energy, supply chains, the transformer market and doing business internationally. For the full length version of the Canadian Equities podcast connect with us at ac…

1
Marc Rossiter - Enerflex Ltd. 12:43

3y ago12:43

12:43

In this episode of the Canadian Equities podcast Marc Rossiter, President & CEO of Enerflex Ltd., joins Robert Cooper to discuss the natural gas market, energy transition, leadership and international business. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
Regulatory reform in China 20:05

3y ago20:05

20:05

This year the Chinese government has largely focused on regulation within the technology sector. However, we’re now seeing this focus shift more broadly across the economy. In this latest episode of our Emerging Markets Equites podcast, Devan Kaloo joins host Nick Robinson to talk about China’s changing regulatory landscape.…

1
Darren Gee - Peyto Exploration & Development Corp. 11:25

3y ago11:25

11:25

In this episode of the Canadian Equities podcast Darren Gee, President & CEO of Peyto Exploration and Development Corp., joins Robert Cooper to discuss LNG, the natural gas market and the energy transition. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
Rob MacLean - Points.com 9:10

3y ago9:10

9:10

In this episode of the Canadian Equities podcast Rob MacLean, CEO of Points.com joins Robert Cooper to discuss the loyalty commerce industry, and machine learning. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.Kirjoittanut Rob MacLean

1
Scott Stewart - IBI Group Inc. 8:43

3y ago8:43

8:43

In this episode of the Canadian Equities podcast Scott Stewart, CEO of IBI Group Inc., joins Robert Cooper to discuss the architectural and engineering industry and how technology is transforming the business. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
Peter Lacey - Cervus Equipment Corp. 14:46

3y ago14:46

14:46

In this episode of the Canadian Equities podcast Peter Lacey, Founder and Executive Chairman of Cervus Equipment Corp., joins Robert Cooper as they discuss agriculture entrepreneurs, OEMs, and technology. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
Brian Boulanger - ARC Financial Corp. 8:38

3+ y ago8:38

8:38

In this episode of the Canadian Equities podcast Brian Boulanger CEO of ARC Financial Corp., joins Robert Cooper as they discuss the energy industry. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.Kirjoittanut Brian Boulanger

1
Income investing 17:35

3+ y ago17:35

17:35

How is investors’ global hunt for yield affecting income investing in new economies? In this latest episode of our Emerging Markets Equites podcast, Matt Williams joins host Nick Robinson to talk about the sector’s income landscape.Kirjoittanut abrdn

1
Thomas Alford - Precision Drilling Corp. 9:19

3+ y ago9:19

9:19

In this episode of the Canadian Equities podcast Thomas Alford, President-Well Servicing at Precision Drilling Corp., joins Robert Cooper as they discuss the energy industry. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.Kirjoittanut Thomas Alford

1
Steve King - Alaris Equity Partners Income Trust 8:02

3+ y ago8:02

8:02

In this episode of the Canadian Equities podcast Steve King, CEO of Alaris Equity Partners, joins Robert Cooper as they discuss Alaris' innovative approach to financing entrepreneur led organizations. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
China's ESG journey 20:14

3+ y ago20:14

20:14

In the latest episode of our Emerging Markets Equity podcast, David Smith joins Nick Robinson to take an in-depth look at how Chinese companies are addressing environmental, social and governance (ESG) issues. David gives his insight on how recent events – such as the Chinese government’s commitment to carbon neutrality – are causing businesses to …

1
George Croft - Waterloo Brewing Ltd 5:02

3+ y ago5:02

5:02

In this episode of the Canadian Equities podcast George Croft, CEO of Waterloo Brewing joins Robert Cooper as they discuss the craft beer and alcoholic beverage industry in Canada. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.Kirjoittanut George Croft

1
Laurie Goldberg - People Corp. 3:55

3+ y ago3:55

3:55

In this episode of the Canadian Equities podcast Laurie Goldberg, CEO of People Corp., joins Robert Cooper as they discuss the major themes impacting group benefit, group retirement and HR solutions businesses. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…

1
Murray Mullen - Mullen Group Ltd. 5:30

3+ y ago5:30

5:30

In this episode of the Canadian Equities podcast Murray K Mullen, Chairman, CEO and President of Mullen Group Ltd., joins Robert Cooper as they discuss trends in logistics. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.Kirjoittanut Murray Mullen

1
Bob Dhillon- Mainstreet Equity 6:53

3+ y ago6:53

6:53

On the Canadian Equities podcast by Acumen Capital Partners, Bob Dhillon President & CEO of Mainstreet Equity shares his thoughts on real estate in Western Canada. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.Kirjoittanut Bob Dhillon

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