Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Dan Rasmussen of Verdad Advisers challenges some of the most popular narratives in markets today. From private equity and private credit risks to AI-driven capital cycles and overlooked opportunities in biotech and international equities, Dan offers a deeply research-driven perspective on where investors may be misallocating…
In this episode, Mawer IM sits down with equity analyst Joshua Samuel to explore how artificial intelligence and large language models (LLMs) are fundamentally reshaping the nature of competitive advantages tied to data. Josh presents a comprehensive framework for evaluating data moats in the modern era, breaking down four…
In a world where geopolitical tension, economic inequality, and technological change are all accelerating, what does it mean to be a long-term, bottom-up investor? In this episode, Portfolio Manager Paul Moroz explores how today’s regime differs from the post crisis “Pax Americana” era. Drawing on history - from Shakespeare to…
In this Street Signals episode, State Street Chairman and CEO Ron O’Hanley delivers a clear-eyed assessment of where markets stand and what lies ahead in 2026.
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as…
The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Of particular interest are ETFs using synthetic replication. Paul Xatard-Huberlant, Head of ETF and Index Management in the Systematic and Quantitative Investment Group, explains to Andy Craig, Co-Head of…
Private credit has grown rapidly over the past decade, prompting investors to revisit how public and private credit can work together in modern portfolios.
During this webinar, oAmundi's experts Philippe d’Orgeval, Deputy Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, moderated by Danae Quek, Senior PR Manager, explored how the latest surge in geopolitical tensions, renewed tariff threats, and mounting…
Emerging markets co-manager, Wen Quan Cheong, explores four key themes: upstream AI enablers that are benefiting from structural bottlenecks in the AI supply chain; companies turning AI into higher ROIC; the “Great Supply Chain Reshuffle”; and lesser-known EM opportunities beyond China and tech.
Amid a turbulent outlook, this episode explores how airlines are addressing a host of business challenges, from the threat of aircraft tariffs to volatile fuel costs and customer demand. Topics include business strategies that drive revenues and boost profits, the future of business and leisure travel, navigating antiquated…
Is AI bubble is kind of the million dollar question at the moment. It feels like a really important question to answer. It might be a bit less important than it feels like.
Growth forecasts for 2026 are generally being revised up for U.S. companies as the benefits of deregulation and fiscal measures in the One Big Beautiful Bill start coming through, underpinning a still resilient setup for the high-yield fixed income market. Accordingly, default rates should remain in a manageable 1-3% range…
Daleep Singh welcomes Jake Sullivan, the Kissinger Professor of the Practice of Statecraft and World Order at the Harvard Kennedy School and former U.S. National Security Advisor, for a conversation about the forces reshaping global power and what they mean for markets and investment strategy.
In this episode of Unearthed, John Reade and Joe Cavatoni, Senior Market Strategists at the World Gold Council, kick off the new year with an update on the state of the gold market, exploring the factors influencing gold prices, including geopolitical tensions and ongoing economic conditions.
Equity investing has always been about understanding businesses from the ground up. But we’re now in an era when geopolitics matters more, where power is shifting, and in which a handful of technologies are reshaping entire industries.
So the key question for investors today is how shareholder value is created and…
Kevin Warsh, a respected and experienced policymaker and investor, has been nominated as the next U.S. Federal Reserve chair. PIMCO believes Warsh will be confirmed by the Senate and serve as an effective, thoughtful Fed chair.
In this episode of the Rational Reminder Podcast, Ben Felix, Dan Bortolotti, and Ben Wilson take a deep, evidence-based look at whether equal weighting actually improves portfolios—or simply introduces new risks under a different name. The discussion breaks down how equal-weighted indices differ fundamentally from…
