Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
On the No Cap podcast, Soultana Reigle, Head of U.S. Equity and Senior Portfolio Manager for U.S. Value-Add Strategies, discusses where PGIM is focused across geographies and sectors and why today's real estate market demands a highly selective approach.
Explore Nuveen's latest Private Capital Call episode featuring KBRA's Chief Rating Officer, Bill Cox, and Head of Default Research, Eric Rosenthal, unpacking 2026 private credit default forecasts, why recovery rates are declining and what investors should know about separating market noise from data-driven analysis…
What's shaping today's ABS market? Record issuance, credit trends in subprime auto, and the growing influence of AI and data centers. Listen to securitized trader Mike DeFlorio to learn more!
This conversation covers the opportunities created by higher real yields, the potential to find value across increasingly varied bond markets and the outlook for sovereign bonds.
This webinar explores investment opportunities along the yield curve, with a focus on the short-end, including strategies such as collateralized loan obligations (CLOs) and limited-term bonds (LTBs).
This conversation explores why AI continues to dominate market returns and economic growth, how investors should think about growing market concentration and where opportunities may emerge beyond the technology sector. They also discuss inflation, geopolitical risks, private markets and the challenges of balancing exposure…
Alex Zavratsky, portfolio manager of the Fidelity Advisor International Value Fund and Fidelity Advisor Total International Equity Fund, discusses two powerful long-term investment cycles unfolding right now—and why they may be creating attractive opportunities outside of the U.S.
In an era of AI, data centers and electrification, rising power demand presents a range of challenges and investment opportunities across the energy sector. Bottlenecks in the supply chain, such as the backlog in gas turbine production, have grabbed headlines while the power-hungry digital infrastructure buildout lifts energy…
Although inflation risks have moderated, they have not disappeared. Central banks around the globe are increasingly debating rate hikes. The Fed is expected to remain on hold, but policy risks remain skewed toward hawkish outcomes.
Market complacency, the focus on AI, and potentially overlooked opportunities around electricity generation all suggest there might be more rebalancing to come.
Farmers face strict limits on the amount of manure they can reuse as fertilizer as the EU moves to cut nitrogen pollution. But as the FT’s Andrew Bounds reports, there could also be profit in surplus muck, in the form of biogas and other resources.
Luis Laboy, Director of Public Equity at the Hewlett Foundation (~$14B), joins Hank on the Senior Decision Makers series. Luis spent 15 years as a direct emerging-markets investor at Everest Capital before crossing to the allocator seat, where he has run the public equity book for the past decade alongside CIO Ana Marshall — a…
Modern slavery is not just a legal or ethical issue—it’s a material risk for companies and investors. Reputational damage (as seen with Boohoo in the UK) can hit share prices hard and fast. As global regulation tightens, companies that fail to act may find their goods blocked from key markets. For investors, supporting…
Taxable municipal bonds can offer insurance investors a rare combination of long duration, strong credit quality, and resilience in stress environments — making them a potentially compelling ballast to fixed income portfolios.
Private equity is an asset class in which capital is invested in private companies in exchange for equity or ownership. Private companies are not publicly traded or listed on a stock exchange.
