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9 results for “global markets”
...taken off of the global markets. And so what I mean by that is that we may not have a global market for x, y, and z, which will increase prices of those markets because consumers won't be able to source them on a global market, rather they'll have to
42:45 / 44:04
from transcript42:45 – 44:04
...global markets. And so what I mean by that is that we may not have a global market for x, y, and z, which will increase prices of those markets because consumers won't be able to source them on a global market, rather they'll have to source it on a m
43:31 / 44:39
from transcript43:31 – 44:39
...And what global markets were telegraphing very clearly is that growth is slowing, and I've seen nothing anywhere to suggest that that's not, in fact, still the case. As I said, I think we've gotten a bit of a put here from The US. I think China's pro
42:43 / 43:47
from transcript42:43 – 43:47
...global notion of extrapolating from the present in a straight line, is just as wrong in developed markets as it is in emerging markets. As you feel this tailwind potentially starting to push, what opportunities are you most excited about? The develop
1:12:00 / 1:13:05
from transcript1:12:00 – 1:13:05
...you're starting to see multi asset class in developed markets. You have not seen it yet in emerging markets at all. My ardent hope around this moment, which I do think is a real inflection point for EM that can last quite some time, is that we as an
1:14:15 / 1:15:15
from transcript1:14:15 – 1:15:15
...markets. The private credit business has been the biggest growing business in the world in the last few years that leaves some opportunities in the credit markets. And then, also, what we call arbitrage, there's some money in the seams of different t
51:42 / 52:48
from transcript51:42 – 52:48
...markets appear cheaper than The US, but contend with structural inefficiencies, political instability, and sluggish innovation. Broad exposure remains hard to justify outside of select markets like Japan. Emerging market equities offer compelling val
2:18 / 3:21
from transcript2:18 – 3:21
...we've got global equity markets like Japan, Canada, US, Europe, UK, emerging markets. We've got the same bond markets. We've got about four different credit markets, Australia, Japan, US, Europe. We've got all of the major currencies. So we haven't g
33:45 / 34:47
from transcript33:45 – 34:47
...on a global basis. And if our bottoms up takes us into these markets, we're happy to go there. But if it doesn't, we don't have, like, a top down view of, hey. I wanna be this global. When I think about the global opportunity set in general, I filter
42:02 / 43:03
from transcript42:02 – 43:03
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