Huw van Steenis

Huw Van Steenis, Vice Chair of Oliver Wyman and a banking expert, shares insights on the rapidly growing private credit market. He discusses its impact on wealth portfolios and the potential risks associated with the shift from traditional banking to unregulated private markets. The conversation dives into the role of insurance companies, the allure of evergreen funds, and the complexities of securing loans with hard assets. Huw emphasizes the necessity for careful risk evaluation amidst evolving investment strategies and the changing economic landscape.

Huw van Steenis, a Partner at Oliver Wyman with a focus on global finance, and John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., delve into the current economic climate. Huw discusses late-cycle credit risks and the impact of UK political instability on investments. John highlights robust earnings that support the market rally and explains why AI is a game-changer rather than a bubble, contrasting it with the volatile nature of meme stocks and crypto. Their insights provide a comprehensive view of market dynamics as we approach 2026.

Constance Hunter, Chief Economist at EIU, shares her insights on inflation trends and the labor market's current state. Rebecca Patterson, former Chief Investment Strategist at Bridgewater, delves into how market trends are unfolding amidst economic uncertainty. Huw van Steenis from Oliver Wyman discusses the outlook for private credit and the evolving banking landscape. The trio also tackles significant topics including the credibility of U.S. inflation data and the geopolitical tensions surrounding Ukraine, emphasizing their impact on global economic dynamics.

Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, shares insights on the equity rally following the US-China trade truce, emphasizing broad gains across sectors like technology and consumer discretionary. Huw van Steenis, Vice Chair at Oliver Wyman, discusses how international investors might adjust their portfolios in response to this newfound optimism, highlighting key market indicators signaling strength. Together, they reveal how traders are reacting to changing dynamics in tariffs and what this means for future economic stability.

Alison Williams, a Senior Analyst at Bloomberg Intelligence, discusses how major U.S. banks are poised for strong earnings despite market volatility. Huw van Steenis, Vice Chair at Oliver Wyman, highlights the surge in private credit demand among family offices seeking stable returns as private equity slows down. Jan Szilagyi, CEO of Reflexivity, explores the transformative role of AI in investment analysis, showcasing its ability to process vast data efficiently and enhance decision-making in the financial sector.