Episode 111 | Recession risks, tariffs, and market disparities: a candid view from behind the scenes

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.