Careers Contact Us Global Our firm Insights Capabilities Press centre SEARCH The Investment Intelligence Podcast Sharing knowledge about all things investing LISTEN ON APPLE PODCASTS LISTEN ON SPOTIFY LISTEN ON GOOGLE PODCASTS We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more. Episode 36: The pervasive power of Artificial Intelligence LISTEN NOW DOWNLOAD AUDIO FILE Sebastian Thomas Lead Portfolio Manager Listen to lead portfolio manager Sebastian Thomas discuss the latest trends in Artificial Intelligence investing, including how AI is helping companies to structure data, map consumer behavior, enhance cloud services, and further automate supply chains. Also: Sebastian talks about the growing role of AI in medicine, including the development of vaccines and treatments during the pandemic. Episode 35: What’s next for emerging markets post pandemic? Episode 34: Are we entering a golden age for technology investing? Episode 33: Is inflation really here to stay? Episode 25: How Sustainability will reshape the investment landscape Episode 32: What does the US infrastructure spending plan mean for investors? Episode 31: What’s ahead for portfolios after China’s crackdown on tech? Episode 30: How will new EU climate targets impact sustainable investing? Episode 29: What are the Fed’s options to normalize policy, and what do they mean to fixed-income investors? Episode 28: How can a supermarket chain help you invest sustainably? Episode 21: Should your China-equity allocation be separate from your emerging-market portfolio? Episode 27: What does faster global growth mean to your portfolio? Episode 20: How will President Biden’s spending plans impact infrastructure investing? Episode 26: The US inflation conundrum and opportunities in clean energy Episode 19: What’s in store for your portfolio in 2021? Episode 18: Is your portfolio (artificially) intelligent? Episode 24: How do you invest in water? Episode 17: The US has voted: What’s next for investors now? Episode 23: Investing across asset classes in the age of stimulus Episode 16: What’s the secret of Taiwan equities’ performance in 2020? Episode 22: Should investors be worried about inflation? Episode 15: Is your fixed-income portfolio set up to reach its full potential? Episode 14: Is the time right for Convertible Bonds? Episode 13: Is there any yield left for fixed-income investors globally? Episode 12: Which key technology trends should investors focus on next? Episode 11: How to manage climate risk in your portfolio? Episode 10: Will the post-pandemic bounce last? Episode 09: Are European stocks poised for a rebound? Episode 08: A sustainable way to assess EM debt risk Episode 07: What’s ahead for Sustainable Investing? Episode 06: Tail-risk management in times of Covid-19 Episode 05: Why this time is *not* different for US small cap stocks Episode 04: What do rising geopolitical tensions mean to investing in China? Episode 03: What’s next for global high-yield and “Fallen Angels”? Episode 02: What Covid-19 means for investing in emerging markets equities Episode 01: Covid-19 pandemic: Stress, spreads, and opportunities in infrastructure debt 1182246 Disclaimer Investing involves risk. The value of an investment and the income from it will fluctuate and investors may not get back the principal invested. Investing in the water-related resource sector may be significantly affected by events relating to international political and economic developments, water conservation, the success of exploration projects, commodity prices and tax and other government regulations. 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