Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
The discussion continues with a closer look at how ruptures will impact expected returns across fixed income, equities, credit, gold and private assets.
In this episode, Matt Montemurro joins hosts Zayla Saunders and Hilly Cutler to unpack where the guardrails are bending, what SpaceX’s landmark IPO means for passive investors.
Erik Balck Sørensen shares his journey from serial founder in an almost non-existent Danish startup scene, to CIO of Denmark’s Export and Investment Fund, a sovereign platform backing innovation at scale. Erik explains how Denmark went from having no venture funds or ecosystem infrastructure to becoming a global player in…
Welcome to the first episode of our new FTSE Russell Convenes Scholar & Investor series, where we bring together academic insight and investment expertise. In this episode, Constantine Yannelis and Thomas Moore explore the intersection of AI, energy innovation and the UK stock market.
Smartphones and a marked change to our digital media environment are part of the reason for the demographic shift changing our world, including how low birth rates are shrinking the workforce. Chief data reporter John Burn-Murdoch presents his latest findings on this challenge faced by most nations.
Not long ago they would barely manage a few steps on stage before falling over but now they are chasing wild boars off the streets in Warsaw and smashing half-marathon records in Beijing. What does this extraordinary leap in engineering mean?
Emerging markets are anything but homogeneous: institutions, policy regimes, commodity exposure, governance standards and political risk vary. This dispersion is the opportunity set. Find out how active managers can exploit mispricings, avoid policy traps and concentrate capital in the subset of markets and companies that…
Nine-tenths of the money in daily circulation has been created by commercial banks. In this week’s episode Tim Phillips talks to Stephen Cecchetti (Brandeis University, CEPR) about what happens when new forms of digital money test that architecture.
What innovative strategies are market participants increasingly exploring to measure growth? S&P DJI’s Jason Ye sits down with Andrew Geoghegan from ausbiz to discuss how GARP, or growth at a reasonable price, is an approach that is gaining traction in the Australian market.
In this episode, portfolio manager Steven Visscher covers how Mawer's balanced portfolios navigated 2025 and how they are positioned in 2026. With a war-driven energy shock on one side and an AI investment boom on the other, the market is pulling in two directions at once. Steven walks through what that means for asset…
In this episode of Unearthed, hosts John Reade and Joe Cavatoni are joined by Nicky Shiels, Head of Research and Metal Strategy at MKS PAMP – one of the world's leading precious metals refiners and trading houses.
China’s policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value…
Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across global markets, and how investors can navigate a shifting credit cycle amid increased AI-related issuance.
In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management.
