Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Anticipating how financial markets might react to the US presidential elections is a tough call for investors. Mike Mullaney, Director of Global Markets Research at Boston Partners, gives some clear guidelines on the scenarios.
Navigating the volatile landscape of geopolitics and its implications on emerging markets has become critical in this uncertain economic climate. In this episode, PGIM Fixed Income’s Cathy Hepworth, CFA, Head of Emerging Markets Debt, Mehill Marku, Lead Geopolitical Analyst, and host, Tom Porcelli, Chief U.S.…
What does the future hold for finance? Research Fellow, Elham Saeidinezhad, explores the shift in global dollar funding from banks to non-banks and synthetic instruments.
Mounting concern over the strength of the U.S. economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast.
Equity research is a great career path in finance that combines understanding public markets, interacting with investors, and deeply researching industries. It is a career path with strong exit opportunities into hedge funds, corporate development, IR, and typically has a much better lifestyle than other front office finance…
This is an extraordinary time in global history. Over the next decade, it is projected that there will be $100 trillion dollars of new wealth around the world – created through human ingenuity, free markets, great ideas and capital and talent coming together. So says Andy Sieg, Head of Citi Wealth.
Jayesh Gandhi, Head of India Equities, tells Daniel Morris, Chief Market Strategist, in this episode of Talking Heads that the upbeat outlook for the large services sector, further domestic growth and the reallocation of Indian assets towards equities should underpin the market. Potential risk factors to monitor include…
As central banks eye cutting rates, investors seeking higher returns may consider extending maturities beyond traditional cash investments to lock in today’s high bond yields – and potentially benefit from price appreciation, too.
In this episode, we speak with Garrett Stephen, Managing Director, Co-Head of Origination & Structuring at First Eagle Alternative Credit, a credit-focused investment manager with $21 billion of assets under management, $5.7 billion of which is invested through its direct lending platform focused on private equity-backed…
This week on The Primary View, Seth Brumby, Deputy Managing Editor at Reorg sits down with Michelle Handy, a senior managing director and chief investment officer at First Eagle, to discuss direct lending in the middle market, the evolution of deal terms in light of expanding private credit, and her expectations for…
Matt McLennan explains why the Fed may keep interest rates higher for longer, and why pricing dynamics between gold miners and gold bullion have recently decoupled.
Jim Fellows, Co-President and Chief Investment Officer of First Eagle Alternative Credit, joins hosts Noel Hebert and Sam Geier on this episode of Credit Crunch to talk through the value of culture, the evolution in direct lending, leveraged loans and CLOs, and why he wants credit to just be boring.
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the interest rate front? Ben Bennett, Investment Strategist APAC, explains all.