Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
This edition of the Cuts to the Chase podcast discusses debt and the potential economic ramifications. Featuring Guy Haselmann, Tom Smith, and Shan Ahmed.
Prechter, the visionary behind Socionomics and author of "Last Chance to Conquer the Crash," shares his insights on the patterns of social mood and their impact on various societal aspects, including the economy and stock market. A specialist in technical analysis, the conversation dives into the phenomena of…
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.
Christophe L’Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approach to managing the C$11bn defined benefit pension plan. We discuss the high level Strategic Asset Allocation of the plan and also how the changed macro environment in recent…
Catastrophe bonds – the reinsurance debt instruments linked to natural disasters and one of the most profitable hedge fund strategies of 2023 – are in high demand right now. This episode of Long Story Short investigates why.
With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia…
Suyi Kim, CPP's Global Head of Private Equity, shares their investment strategy, including their growing allocation to Asia and approach to the climate transition.
On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. He expects money market rates to remain attractive relative…
How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.
Explore this analysis of the high-yield bond market with a focus on CCC-rated bond performance, the role of energy exposure, and the importance of active management.
What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum.
While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.
A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…
What's next for Global Fixed Income? Find out, in this video interview, why at current yields, there is significant opportunity for high-quality fixed income to generate attractive total returns
How do investors price in geopolitical tensions? And with fewer than two U.S. interest rate cuts now baked into markets, is there any stopping the rise of the U.S. dollar?
What are the ingredients of a successful GP-led secondaries deal? Paul Sanabria, Global Co-Head of Secondaries, believes in a sound framework that thoroughly analyzes the assets, sponsors, alignment, and secondary deal dynamics—and that the devil lies in the details.
Andrew Craig, Co-Head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs. These open the way for ETFs managed against…
This episode of The Outthinking Investor examines risk through the lens of alternatives. Today, investors must heed the lessons from volatile markets of the past and take stock of hidden risks that may reveal themselves as current market conditions evolve. What strategies can investors employ to mitigate downside risks in…