Episode 111 | Recession risks, tariffs, and market disparities: a candid view from behind the scenes
About this episode
Nathan Thooft discusses recession risks, tariffs, and market disparities in an in-depth conversation.
Policy uncertainty, softening economic data, and shifting market dynamics are raising important questions about the outlook for markets and the economy. Join our dynamic hosts Kevin Headland and Macan Nia as they welcome our very own Chief Investment Officer and Senior Portfolio Manager Nathan Thooft to the podcast for the very first time. In this candid, in-depth conversation, Nathan shares his views on everything from recession risks and tariff impacts to asset allocation, fixed-income strategy, and regional equity market disparities. Additionally, Nathan talks about the growing role of private assets, the evolution of cryptocurrencies, and the rise of artificial intelligence in the asset management industry. Don’t miss out on this exclusive sit-down with the head of our Multi-Asset Solutions Team.
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- Episode 114: Fearless forecasts—does improbable mean impossible?
- Episode 113: 2025 in the rearview—are markets in for another strong year?
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