『In the Know』のカバーアート

In the Know

In the Know

著者： Bernstein Research
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このコンテンツについて

 In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

Hosted on Acast. See acast.com/privacy for more information.

Bernstein Research 個人ファイナンス 政治・政府 経済学
エピソード
  • Nadine Sarwat: Scrolling Alone or Drinking Together?

    Nadine Sarwat: Scrolling Alone or Drinking Together?
    2025/12/16
    As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet thought-provoking festive episode. They explore current trends in socialisation, economic pressures, alcohol consumption and mental health in America... and how they all might be related. At a time of year when many of us will socialise in abundance with family and friends but in an era when our phones are permanently glued to our hands, Nadine attempts to answer the question: in an increasingly lonely and polarized world, why is no one talking about the social benefits of alcohol?

    Hosted on Acast. See acast.com/privacy for more information.
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    34 分
  • Chad Dillard: The Rebound of Non-Residential Construction

    Chad Dillard: The Rebound of Non-Residential Construction
    2025/11/26
    US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power.

    Hosted on Acast. See acast.com/privacy for more information.
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    25 分
  • Kokou Agbo-Bloua: Is Deglobalization a Myth?

    Kokou Agbo-Bloua: Is Deglobalization a Myth?
    2025/11/11


    In an ‘In the Know’ first, host Patrick Robinson welcomes Kokou Agbo-Bloua, Global Head of Economics, Cross-Asset and Quant Research at Societe Generale to discuss pressing global economic issues. The conversation spans various topics including globalization, the shift from cooperation to competition in international relations, the implications of the Chinese dream, investment dynamics between the US and Europe, the challenges posed by climate change, and the resilience of markets in the face of adversity.

    Hosted on Acast. See acast.com/privacy for more information.
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    34 分
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