The Big View

Investors faced political uncertainty, a China slowdown and an aging U.S. economic expansion even before recent market ructions. Boston Consulting Group Partner Hady Farag explains what the firm's annual survey of investor sentiment says about today’s risks and opportunities.  See acast.com/privacy for privacy and opt-out information.

ValueAct Capital has shaken up some of the biggest companies, from Microsoft to Rolls-Royce. But its founder, who sat down for a Predictions event in New York, is focused on a new form of activism with the Spring Fund. Firms that neglect the E and S of ESG should take heed. See acast.com/privacy for privacy and opt-out information.

We last spoke to the founder of SkyBridge Capital a week before Donald Trump won the U.S. presidential election. When asked if he would take a White House job if Trump won, he said no – unless it was Ambassador to the Vatican. So, when in Rome, Rob Cox sat down with “The Mooch.” See acast.com/privacy for privacy and opt-out information.

Kicking off Predictions 2020, Amit Chandra of Bain, Reshma Anand of Hindustan Unilever Foundation and Mridula Ramesh of the Sundaram Climate Institute come together in Mumbai to discuss who should pay for the scarce resource, and how the private sector can map out its true cost. See acast.com/privacy for privacy and opt-out information.

Kicking off Predictions 2020, Prashant Ruia of Essar Group, Sunil Mehta of Punjab National Bank and Shankar Sharma of First Global come together in Mumbai to explain how India Inc can borrow and lend again with confidence, and propose sharp fixes to kickstart a crashing economy. See acast.com/privacy for privacy and opt-out information.

Traders resent expensive tools like Bloomberg and Eikon, but they need them to chat. Goldman-backed Symphony, at $20 a month, wants to break in. CEO David Gurle talks about the challenges of compliance, his deal with China’s Tencent, and the future of finance software.  See acast.com/privacy for privacy and opt-out information.

Bushfires and a historic drought have put climate change front and centre for Australia, increasing pressure on a pro-coal government to act. Ross Garnaut, economist and former Canberra adviser, explains why there's an opportunity Down Under that may outweigh the cost of change. See acast.com/privacy for privacy and opt-out information.

This year’s Nobel economists showed that people often do the opposite of what theory predicts – whether they’re in a Kenyan schoolroom or a dying U.S. factory town. Here, two of the winning trio explain their method, and what happens when researchers leave intuition at the door. See acast.com/privacy for privacy and opt-out information.

Streaming is upending the media landscape, including public television. Its funding model, local structure and social mandate make broadcaster PBS unlike any other U.S outlet. Its longest-serving boss, Paula Kerger, discusses the challenges and possibilities of the new era.  See acast.com/privacy for privacy and opt-out information.

Almost a year into the job, the investment chief of California’s near-$400 bln public pension fund tells Tom Buerkle that size can be a double-edged sword. He explains why returns targets are a challenge and what CalPERS is doing to ensure its new private-equity push succeeds. See acast.com/privacy for privacy and opt-out information.