A periodic summary of major macro events, market themes and selected UK company-specific news.
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Sector updates and discussions from Progressive's Tech Team
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Resilient Futures is a monthly podcast on all things resilience! The show examines this topic by discussing ongoing research, highlighting current efforts, and sharing stories of resilience in diverse contexts across the world! By exploring a wide variety of perspectives, the show digs deep into understanding the many dimensions of resilience. New episodes will be released at the start of every month. If you have questions about things we've discussed or have suggestions for future episodes, ...
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Exploring all things genetics. Dr Patrick Short, University of Cambridge alumnus and CEO of Sano Genetics, analyses the science, interviews the experts, and discusses the latest findings and breakthroughs in genetic research. To find out more about Sano Genetics and its mission to accelerate the future of precision medicine visit: www.sanogenetics.com
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A Progressive Equity series that examines issues and discusses investment themes in the UK smaller companies market.
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A podcast hosted by Mathematica’s J.B. Wogan that examines what we know about today’s most urgent challenges and how we can make progress in addressing them. Reimagining the way the world gathers and uses data, Mathematica uncovers the evidence that offers our partners the confidence and clarity they need to find out what can be done, how to make it happen, and where to go next.
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What does it look like when evidence drives change for people and communities? To find out, we ask influential leaders the tough questions. How do you prioritize the roles of research and facts? How do you turn policy into practice? And how do you hold yourself accountable for diversity, equity, and inclusion progression in your leadership? Evidence in Action (formerly Critical Value) inspires changemakers to lead with evidence and act with equity. At a time when trust in institutions is low ...
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A straight talk podcast focused on infusing a justice lens into the advancement of equity in the world with your host, Shahzia Noorally. Shahzia Noorally is someone who stays grounded in the possibilities, and her purpose is rooted in influencing a more equitable and just world. She's a diversity and inclusion professional who centers equity deserving people while teaching those in positions of power to use their privilege to advance anti-racist and equitable workplace cultures. She's a prou ...
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Brought to you by Inclusive Group, Inclusion Unlocked explores the most pressing equity, diversity and inclusion challenges in the world of work. We take a fresh look at the most effective ways to dismantle barriers standing in the way of inclusion and the everyday actions and behaviours that drive change. Through sharing lived experiences, delving into research and best practice and revealing practical tips, our guests will help you to unlock inclusion in your team or your organisation. We ...
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On Season 4, leaders from around the VUMC enterprise explore issues facing businesses across industries, and how the enterprise is experimenting with and designing solutions for problems – old and new – by supporting smart people with visionary ideas. You’ll track how a few ideas fused and matured over decades into the engine of a global collaboration, and why progress requires bold confidence in people, taking calculated risks, and transformative optimism about what could be next. Structure ...
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In a world brimming with groundbreaking discoveries and technological advancements in medicine and science, equitable access to life-saving cures and treatments remains a pressing concern. Join us on a riveting journey through my podcast series, where we delve into the heart of pioneering research, innovative breakthroughs, and the tireless efforts of scientists and doctors to make healthcare accessible and affordable for all. Through thought-provoking conversations with leading experts, pas ...
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EP 150: Cracking the biological code of aging with Martin Borch Jensen, Co-Founder and Chief Scientific Officer at Gordian Biotechnology
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0:00 Intro to The Genetics Podcast 01:00 Welcome to Martin 01:35 How a particularly large Indian meal resulted in a book about intermittent fasting and the biology of ageing 05:10 The biological mechanisms behind intermittent fasting, and whether it’s been established to extend life expectancy in humans. 10:13 What we know (and what we don’t) about…
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Week ending 30/08/24 - Digesting news from Jackson Hole
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This week’s Market Call sees Jeremy and Gareth talk mainly macro - there was very little UK stock news, but a lot going on more broadly. Markets have had a few days to digest the comments from US Fed Chairman Jay Powell, who last week steered towards lower US rates at the Jackson Hole gathering of central bankers. The fear might have been that this…
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EP 149: Sequencing 33 million samples to support the UK’s COVID-19 response with Tony Cox, CEO of UK Biocentre
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0:00 Intro to The Genetics Podcast 01:00 Welcome to Tony 02:00 What Tony was expecting going into the role of CEO at UK Biocentre, and how the COVID-19 pandemic changed his plans 03:38 Receiving a phone call from the UK government in March 2020 asking the UK Biocentre to stop all of its projects and focus on sequencing COVID-19 samples 05:12 The UK…
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126 | How AmeriCorps Uses Data to Support Communities Through National Service and Volunteerism
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Thirty years ago, President Bill Clinton signed bipartisan legislation creating what is now known as AmeriCorps, a federal agency for national service and volunteerism. Since then, the agency estimates that more than 1.3 million AmeriCorps members and hundreds of thousands more AmeriCorps Seniors volunteers have provided billions of hours of servic…
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Week Ending 23/08/2024 - The recent history of $ rate-cutting cycles is not a good one
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Gareth and Jeremy discuss the prospects for Jackson Hole, the chances of a rate-cutting cycle starting at the Fed in September, and whether the US is heading for a soft or hard landing. While the markets see upside, stock market history suggests that the start of these cycles is followed by increased market volatility and corrections. The most rece…
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EP 148: Advancing veteran health through the Million Veteran Program with Dr. Mike Gaziano, professor of medicine at Harvard Medical School
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0:00 Intro 2:00 Mike’s career prior to the Million Veteran Program (MVP), how Mike got to work on MVP, and important milestones in the project's evolution 8:30 Future goals for the Million Veteran Program in expanding and diversifying the research cohort 11:00 The roles of various omics in advancing the project's development 14:30 The most meaningf…
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UGA's Resilient Future: Creating Space for Nature-based Solutions
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Introducing Dr. Brian Bledsoe, Director of the Institute for Resilient Infrastructure Systems, professor of civil and environmental engineering at the University of Georgia and farmer, guitar player, and dad (not in that order.) Our hosts Alysha Helmrich and Todd Bridges join Bledsoe in reviewing his lifelong commitment to research and interdiscipl…
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Week ending 16/08/24 - UK sitting pretty…but risks are out there
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This week’s Market Call sees Jeremy and Gareth discussing the UK outlook. UK GDP data was up 0.6% quarter-on-quarter, showing the economy is growing, albeit slowly, and putting the UK at #3 in the G7 group - a reassuring backdrop for investors. Meanwhile we also had inflation “down but not out”…with the figure this week showing a less-than-expected…
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EP 147: From research to delivering precision medicine in the clinic with Scott Weiss, Professor of Medicine at Harvard University
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0:00 Intro to The Genetics Podcast 01:00 Welcome to Scott 01:55 Scott’s career highlights to date, ranging from epidemiology to the genetics of asthma and chronic obstructive pulmonary disease (COPD) 04:56 How and why Scott decided to transition into genetics 06:30 The advances in our understanding of the genetics of asthma and COPD over the past 2…
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125 | 20 Years of Evidence-Based Poverty Reduction from the Millennium Challenge Corporation
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Twenty years ago, the U.S. Congress created a new federal agency that represented a bold experiment in international aid. That agency, the Millennium Challenge Corporation (MCC), strove to reduce global poverty through grant-making to low- and lower-middle-income countries that demonstrated a commitment to good governance, economic freedom, and inv…
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Talking Tech - Episode 8
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George O'Connor and Ian Robertson catch up on recent Tech News, discussing stock and sector rotation in tech and the semiconductors industry. Having reviewed Allianz Tech Trust and Polar Capital Tech Trust recently, George looks at divergent performance in the sector and the big focus and interest in semiconductors. And with so much going on but so…
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Week ending 09/08/24 - What to do with a problem like Japan?
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This week Jeremy and Gareth discuss what was supposed to be a quiet week but was anything but. The US unemployment rate of last Friday triggered the Sahm Rule, indicating that the US is in recession. This was the spark that lit markets and, in particular, uncovered concerns about the global Yen debt levels and the popular Yen carry trade. US tech s…
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EP 146: The biology of aging with Austin Argentieri, Research Fellow at Harvard Medical School, Affiliate Member of the Broad Institute, and Research Fellow at Massachusetts General Hospital
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0:00 Intro to The Genetics Podcast 01:00 Welcome to Austin 01:42 What is aging and how should we think about it? 03:50 Discussion of Austin’s recent breakthrough paper on aging, including the questions he set out to answer, and the outcomes of the research 06:32 How Austin’s work focuses on using large-scale population proteomics data to create acc…
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Week ending 02/08/24 - Market Rotation, Correction or Worse?
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This week has seen a flurry of macro data, giving Jeremy and Gareth plenty to discuss. European growth is slowing (the German economy is in decline) but inflation is nudging upwards - not a good combination. Elsewhere, we saw one rate rise, one rate reduction and a "wait and see". Japan saw rates rise, just as US rates were signposted likely to be …
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EP 145: Navigating rare disease drug development regulations with Daniel O’Connor
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0:00 Intro to The Genetics Podcast 01:00 Welcome to Daniel 02:04 Defining rare disease in the age of personalized medicine 04:57 Key touchpoints with the Medicines and Healthcare products Regulatory Agency (MHRA) when developing a new medicine 09:27 Improvements over the course of Daniel’s career when it comes to incentivizing and making the path t…
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124 | AcademyHealth’s New CEO on AI, Climate Change, and Other Topics of Health Services Research
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Our guest for this episode of Mathematica’s On the Evidence podcast is Dr. Aaron Carroll, a pediatrician, health researcher, and science communicator who recently assumed the post of president and chief executive officer at AcademyHealth, the leading national organization for convening and sharing information across health services researchers, pol…
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Talking Tech: Episode 7
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George O'Connor and Ian Robertson catch up on recent tech news. They consider whether in the words of Robert Smith (of Vista Equity Partners) ‘‘Software tastes like chicken’ and what the success of Mark Leonard’s $80bn market cap Constellation Software as a serial acquiror of vertical market software businesses, has in the way of lessons for UK lis…
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Week ending 26/07/24 - what is happening in Big Tech?
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Gareth and Jeremy are joined this week by Ian Robertson to bring a "tech perspective" given the tumble in US mega-cap tech stocks. Markets reacted in a cautious way to Biden's decision to step aside in favour of Kamala Harris, and there are some signs that global economies remain fragile. We also had warnings and downgrades from a number of bellwet…
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EP 144: Research Roundup with Dr. Veera: breakthroughs in developmental disorders, Parkinson's, SLE, and Alzheimer's
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0:00 Introduction 1:40 A recurrent de novo mutation in a noncoding region of a small nucleolar RNA gene that has been identified as one of the most common causes of neurodevelopmental disorders This pathogenic variant escaped notice for years because it was not located in a protein coding region of the genome It now shows potential as a target for …
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Dr. Eman Ansari: From Saudi Arabia to the United States - The Power of Healing and Advocacy for Healthcare Equity
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Join host Erika Ruiz in this episode of The Endless Pursuit - Equitable Science and Medicine podcast, as she engages in a compelling conversation with Dr. Eman Ansari. Dr. Ansari, a pediatric pulmonologist and critical care physician at Boston Children's Hospital, discusses her journey and motivations shaped by her upbringing in the Arab world. Wit…
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Week ending 19/07/24 - The Trump 2.0 Trade
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Gareth and Jeremy discuss the tumultuous week that was. With England’s football woes kicking off the week, the rest was dominated once again by politics. In the UK the new Labour government’s policies were outlined in the King’s Speech, with much talk around changes to the planning process and the likely positive repercussions for UK housebuilders …
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123 | Validating Natural Climate Solutions with Better Data
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In the United States, conversations about solutions to climate change often revolve around reducing fossil fuel emissions from human activities. But many believe regenerative agricultural practices and other nature-based solutions—which use soil and plants and try to either prevent or capture emissions—should complement policies and programs to red…
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EP 143: Harnessing human data in drug development with Jakob Steinfeldt, Co-Founder and Chief Scientific Officer at Pheiron
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0:00 Intro to The Genetics Podcast 01:00 Welcome to Jakob and background on Pheiron 02:14 What made Jakob decide to start Pheiron, what the company does, and how his scientific background inspired him to found a start-up 5:24 Jakob’s excitement and inspiration around the power and potential of machine learning 07:07 Cardiology and heart failure as …
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Episode 18: Joelle Emerson on driving meaningful change in organisations
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Efforts to level the playing field for diverse talent are in the spotlight. Will employers stand by their DEI commitments, or in an increasingly politicised landscape will diversity targets, diverse shortlists and DEI talent programmes be deemed high risk? Sasha is joined in conversation with Joelle Emerson to find out more. Joelle is the co-founde…
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Talking Tech: Episode 6
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George O'Connor and Ian Robertson catch up on recent tech news and discuss the implications of the new Labour government upon the small and mid-cap listed tech space. George has been canvassing opinions amongst the great and the good of UK tech and found a generally positive, if somewhat non-committal, view. The Labour party have been making many o…
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Dr. Craig Heller: Pioneering Equitable Advancements in Sleep, Temperature Regulation, and Down syndrome Research
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Join host Erika Ruiz for an informative discussion with Dr. Craig Heller on this episode of The Endless Pursuit - Equitable Science and Medicine podcast. Dr. Heller, a distinguished biologist at Stanford University, leads pioneering research in sleep and circadian rhythms, focusing on their impact on learning and memory in Down syndrome. His innova…
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Week ending 12/07/24 - The Equity Dispersal Trade
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This week, Gareth and Jeremy discuss the positive set-up for UK equities, helped by stronger-than-expected GDP growth for May, the firm £, and lower US inflation, which has raised hopes of rate cuts. The new Labour government's honeymoon period is underway, and they are looking busy, but will it last forever? There are emerging signs that the unwin…
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EP 142: From genome to bedside: How genetics is transforming modern medical practice with Dr. Andrea Gropman
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0:00 Introduction 1:40 Andrea’s background and how she got into the field of genetics, neuroimaging, and metabolic disorders 4:00 Insights into Andrea’s clinical practice, including the diverse families and patients she serves and her approach to clinical decision-making 6:30 How genetics and genomics have changed the diagnostic journey in the last…
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Dismantling your anti-fat bias with Vinny Welsby, TEDx speaker, and best-selling author
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Vinny Welsby (they/them) is a world-leading expert on dismantling anti-fat bias and diet-culture, TEDx speaker, and best-selling author. They went from being homeless and abused with self-esteem that was achingly low into the courageous fat activist and change maker they are today. Vinny helps people fall in love with their bodies and is dedicated …
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Week ending 05/07/24 - The UK market, like the England football team, can still win
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As usual Gareth and Jeremy discuss the macro backdrop to markets over the last week and take a look at UK company news. We have a look at CML Microsystems results. Jeremy tries to compare the UK market to the England football team's progress to date at Euro '24. Next week, we get UK GDP data, US inflation data, and more politics. Made possible by P…
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EP 141: Bringing genomics to the clinic with Lori Orlando, Associate Prof at Duke University
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0:00 Intro to The Genetics Podcast 01:00 Welcome to Lori Orlando 03:00 Lori’s career: From mathematical modelling to genetics and family history 05:11 The study that revealed 20% of the general population is at a higher risk of disease than average and needs preventative care 07:36 The first five diseases that Lori started analysing through informa…
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Talking Tech: Episode 5
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George O'Connor and Ian Robertson catch up on recent tech news. They discuss Ian’s blog on the question of what 'cloud native' is and whether we really need the big rewrite of existing code. George reviews the positive news extending from the small end with Made Tech and tinyBuild, through to the giant Accenture. He also talks about his evening at …
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Week ending 28/06/24 - Companies Expect H2 Consumer Recovery
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Gareth and Jeremy discuss the week's macro and UK market news before looking ahead to next week. The headlines remain dominated by politics with more than one election every week during 2024. The UK election outcome is largely known, but there is more uncertainty elsewhere. We have seen a return of Yen weakness, which highlights the high level of J…
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EP 140: The future of Electronic Health Records and data analysis with Ben Goldacre
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0:00 Intro to The Genetics Podcast 1:00 Welcome to Ben Goldacre 02:22 Ben’s open data projects at the Bennett Institute and the challenges they aim to tackle 04:03 Using Electronic Health Records (EHR) to help the National Health Service improve care 06:18 The importance of software development within healthcare data and how to manage salary scales…
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Wizdom Powell on Improving Mental Health Care
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In this conversation, we explore the distinction between “fixing” people’s mental health and building systems and institutions that don’t cause harm in the first place. We are joined by Wizdom Powell, a psychologist, tenured professor, and nationally recognized expert on racial trauma, healing, and health equity. She is now the chief purpose office…
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Week ending 21/06/24 - When will the UK join the rate cutting party?
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Gareth and Jeremy discuss the macro and UK company news of the past week and examine what lies ahead next week. This week's macro focus is on the UK, with annual inflation landing on target at 2%, the Bank's decision to keep rates on hold, and better-than-expected retail sales and consumer confidence data. In UK company news, they discuss ongoing M…
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EP 139: Rare disease breakthroughs using tRNA with Michelle Werner, CEO of Alltrna and CEO-Partner of Flagship Pioneering
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0:00 Intro to The Genetics Podcast. 01:00 Welcome to Michelle. 02:00 Sstop codon diseases and how are they characterised 03:45 Diseases caused by premature stop codons in haploinsufficient genes. 04:35 The role of transfer RNA technology in finding solutions for premature stop codon diseases. 06:16 How Alltrna is engineering tRNAs which can bind to…
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122 | Reflecting on Juneteenth and Our Collective Equity Journey
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The latest episode of Mathematica’s On the Evidence podcast coincides with June 19, which is celebrated by many around the United States as Juneteenth, a federal holiday commemorating the end of slavery in this country. Recently, one way staff at Mathematica have honored this important moment in U.S. history is by joining together in person and vir…
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Talking Tech: Episode 4
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As some 45,000 people attended London's Tech Week last week, George O'Connor and Ian Robertson got together to talk about the latest sector news. With the theme of rates higher for longer equating to lower for longer, George touched on how this macro centric year of elections was effecting the growth prospects of Small Caps. Ian discussed the geo-s…
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Urban Morphology: Buildings, Streets, and the People In Between
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This month, our host Alysha Helmrich and her guest Lynn Abdouni are coming to you live from halfway across the world. This pair of UGA engineering professors recently visited Doha, Qatar for a meeting about the Proactive Resilience Plan (PReP), a collaboration between UGA, Texas A&M, and the Qatar Foundation. During their trip, they took a moment t…
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Episode 17: Matt Boyd on helping organisations to become neuro-inclusive
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As organisations and individuals realise the importance of building both their understanding of neurodiversity and their capability around neuro-inclusion, Sasha is joined in conversation by Matt Boyd. Matt is the founder of Exceptional Individuals a trailblazing organisation providing neurodiversity consulting to employers, while offering recruitm…
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Week ending 14/06/24 - Is the UK set to report inflation below 2%?
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Gareth & Jeremy discuss the way European elections and particularly the surprise French National Assembly election are impacting markets. They also cover the US rate decision and inflation data this week. The UK is keeping calm and carrying on as Raspberry Pi successfully launches onto the market and they discuss other companies including DFS, Peel…
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Michael Elliott on the Approach to Inclusive Institutional Change
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Kim hosts a conversation that delves into the dynamic relationship between evidence-driven change and the pursuit of social and racial equity when institutions prioritize these goals. We are joined by Michael Elliott, the current President of Amherst College. He has led significant institutional change efforts at different universities he’s been a …
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Week ending 07/06/24 - The UK economy and markets carry on
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14:59
Gareth and Jeremy discuss the week's market news from a macro perspective, focusing on UK companies and the equity market. Lower commodity and energy prices and the start of the rate reduction cycle as the ECB lowers rates are included this week. Politics is having an impact in India and Mexico, and looking into next week, we have the European elec…
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EP 138: Personalised medicine using microbiome models with Dr. Almut Heinken
40:22
40:22
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40:22
0:00 Introduction 1:45 Almut’s research experience, including two recent publications on genome-scale metabolic reconstruction human microorganisms Genome-scale metabolic reconstruction of 7,302 human microorganisms for personalized medicine APOLLO: A genome-scale metabolic reconstruction resource of 247,092 diverse human microbes spanning multiple…
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121 | NORC and Mathematica CEOs on the Future of Data and Evidence
1:31:43
1:31:43
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1:31:43
Within the past few years, organizations that help improve public well-being by providing data-driven insights have witnessed significant changes. From a digital transformation hastened by big data and artificial intelligence (AI) to the globalization of evidence-based solutions for problems that transcend borders, changes in technology, society, a…
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Week Ending 31/05/2024 - The UK Stock Market Re-Discovers its Purpose
12:55
12:55
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12:55
Gareth & Jeremy discuss the week's market news. US GDP growth has started to slow down. However, the big news is the return to life of the UK stock market. Our equity capital markets, long believed dead, sprang to life again last week and priced £8bn with some large rights issues and a wide range of smaller deals that have been absorbed by a streng…
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Talking Tech: Episode 3
14:12
14:12
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14:12
George O'Connor and Ian Robertson discuss the impact of digitalisation on analog businesses and how sometimes it is not the big disruptive story that makes the difference. Digitalisation has made a huge impact on the world of Domino’s Pizza and yet Cazoo has shown that being a ‘disruptor’ is not enough – you have to know what you are trying to disr…
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EP 137: Mavis Machirori on promoting equity, diversity, and social justice in genomics research
41:40
41:40
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41:40
0:00 Intro 1:30 Mavis’ career arc, from starting as a midwife to researching medical innovation and technology with an emphasis on advocacy and equity 7:00 Systemic issues that are easily overlooked in medical research and advancements Webinar: Participant Diversity: Increasing the Impact of Biomedical Research Webinar 10:00 Addressing Eurocentrici…
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Fay Twersky on Rethinking Institutional Distrust
28:58
28:58
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28:58
We tackle the challenging question of how evidence can drive change for people and communities in a climate of widespread institutional distrust. We explore the root causes of this erosion of trust and its impact on decision-making processes. Join us as we uncover innovative strategies that can bridge the gap between evidence and action, rebuild tr…
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