Thought Leadership

Want to sharpen your macro investing skills? Hear first-hand insights from a trader with decades of experience.

Andy Constan, CEO and CIO of Damped Spring Advisors, shares the fascinating world of macroeconomic investing.

In this episode, Stefan sits down Andreas Loetscher, Managing Director of ABBL, a boutique consultancy specializing in reputation protection

In this episode of Nalu Finance, we speak with Luca Bianchi of Kellerhals Carrard about the legal and regulatory landscape of Actively Managed Certificates. Luca explains how AMCs are structured, why they're gaining popularity in private markets, and what asset managers must know before launching one.

In this episode of Nalu Finance, we sit down with Gary Dugan, CEO of The Global CIO Office, to discuss investing vs. speculating, the future of the 60/40 portfolio, and how trends like AI and ESG are shaping portfolios. He also shares lessons from 38 years in investment management.

In this episode of Nalu Finance, we sit down with Dominique Sekyra at Carnot Capital to explore impact investing. He explains why true impact comes from understanding technologies, asking the right questions, and focusing on real-world solutions rather than ESG labels or sustainability reports.

In this episode of Nalu Finance we sit down with Lucas Bruggeman from BX Swiss to explore the future of stock exchanges and the rise of actively managed certificates. Lucas explains how transparency, oversight and storytelling help build trust and why Switzerland is a natural home for innovation in the AMC space.

In this episode of Nalu Finance, we speak with Lord Stephen Green about how cultural engagement, global politics, and shared values shape our financial world. He explores the rise of China, the risks of nuclear proliferation and AI, and how investors can align profit with purpose in a rapidly changing worlr.d

Athan Tolis explains how bond markets really work, why central banks have quietly delivered for asset owners, and where investors can still find alpha despite low yields and poor credit market liquidity. A candid conversation on bonds, interest rates, active vs passive investing, and why Trading Places tops his movie list.

Economist Jürgen Michels explains how to navigate economic noise, why German views on inflation differ from Anglo-American ones, and how tax systems may shift from labor to data in the future as Europe grapples with digital economies and unified fiscal policies.