Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Listen to Man Group's Jason Mitchell discuss with Professor Andrew King, Boston University, about how sustainable investing is facing its own replication crisis.
Watch this video with BNP Paribas AM economists and chief market strategist. They cover the outlook for U.S. inflation in the context of the new administration’s plans, the effects of geopolitical tensions and political uncertainty on Europe, the crosswinds facing emerging markets include China, and their asset allocation…
Raul Leote de Carvalho, Deputy Head of the Quant Research Group, and Chief Market Strategist Daniel Morris put the concentration currently seen in the S&P500 into context. They conclude that as long as market valuations rise in synch with profitability, the companies’ index dominance can be justified, but there’s no…
In this series, discover exciting private market opportunities and how PIMCO pursues them in an effort to benefit their investors. Learn why PIMCO believes consumer lending is an attractive investment within our asset-based finance portfolios.
State Street CEO Ron O’Hanley discusses with host Tim Graf the risks and opportunities in macroeconomics and financial markets in 2025, and what they mean for State Street.
Nitin Gupta, Managing Partner and Co-CIO of Flexstone, believes that every investor in private assets should have an allocation to the lower middle market as it drives both portfolio diversification and alpha.
How will the policies of the new Trump administration affect inflation? What does the future hold for bond markets? Host Tim Graf welcomes Marvin Loh, senior strategist for State Street Global Markets, to discuss this and more.
Is it possible to identify a market bubble before it bursts? On this episode of The Active Share, WIlliam Blair's Hugo Scott-Gall welcomes James Mackintosh, senior markets columnist at The Wall Street Journal, for a deep dive into the current state of the U.S. equity market.
Matt McLennan, CFA (Co-Head of the Global Value Team), discusses the four directives of the Trump administration (deal making, DOGE, deportations and deregulation) and how markets may be mispricing the potential implications of these directives, as well as how the Global Value team remains focused on business with…
Listen in as Steve Rosen and Bill Maclay, who co-managed portfolios and worked closely for more than two decades at Fidelity, dive into high-yield and private real estate lending, including: trends in credit conditions and property market fundamentals, plus strategies Bill believes offer strong risk-adjusted returns, and…
Recorded at the CEPR Paris Symposium. Can cryptocurrencies be useful? Not just for crypto bro speculators, but as a shield against the depreciation of the official currency if a government is determined to pursue inflationary policies – a proposition first argued by Friedrich Hayek in his 1976 book “The Denationalisation of…
This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions and portfolios constructed to weather whatever may happen. Here, Claire Mehu, Team Head for Balanced Solutions, and Andy Craig, Co-head of the Investment Insights Centre, discuss the prospects for multi-…
What would it cost to live forever? In this episode of The Active Share, William Blair's Hugo Scott-Gall is joined by Dr. Greg Bailey, co-founder and executive chairman of Juvenescence, for an in-depth discussion about the science of aging, the societal and economic impacts of extended lifespans, and how advancements in…
As we begin 2025, PGIM Fixed Income believes developed markets will be sensitive to economic surprises, but global rates will remain rangebound for the coming quarter. Watch John Young, Portfolio Manager, Developed Market Rates for more insights.
Will investors reset, recalibrate, or retreat from net zero in 2025? Listen to Man Group's Jason Mitchell discuss with Professor Tom Gosling, London School of Economics, about how to think about the exits among climate initiatives; what the future of net zero commitments could look like; and why, investors—despite their…
Pinch point is the term Sprott’s Maria Smirnova uses to describe the current supply-demand picture for silver in 2025. Smirnova joins host Ed Coyne to walk us through how silver’s growing demand is coming up against a static supply pipeline.
Equity markets are living through one of the most powerful momentum runs in decades, driven in large part by the continued dominance of U.S. large-cap equities. But with valuations soaring, the question is: can the winners keep on winning, or will the momentum train soon lose steam?
Our speaker will be Jim Zelter who is the co-President of Apollo. Jim will discuss the growing dominance of Private Credit lending and the disintermediation of banks.