Lucy Baldwin
Global Head of Citi Research and featured guest providing macro and thematic investment analysis, especially on AI, equities, commodities, and monetary policy.
Best podcasts with Lucy Baldwin
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Jan 8, 2026 • 29min
Episode 61: Bullish with a Seatbelt — Risk Assets and Investment Themes for 2026
Join Lucy Baldwin, Global Head of Citi Research, as she dives into the investment landscape for 2026. She discusses a resilient economy and the potential for two Fed cuts, balancing caution with optimism. AI-driven investments could push S&P 500 targets to 7,700, while hedging equity risks with credit is crucial. Lucy highlights regional equity positioning, big tech's performance, and the role of cryptocurrencies and commodities in the coming year. She also explores the societal impact of AI and the fierce US-China competition in technology.
Mar 20, 2024 • 25min
Central Bank Decisions, Hong Kong Security Law
Experts discuss the impact of Central Bank decisions, including the Federal Reserve's global economic outlook. Insights on Hong Kong's security law and its implications for the political and business community. Analysis of Bank of Japan's decision, Fed strategies, and global sentiment on inflation.
