Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
AI has shaken up the investment world, generating impressive stock-market gains for the perceived winners. Is the market now starting to move beyond its obsession with the usual suspects in the AI race? Portfolio managers Jack Neele and Daniel Ernst discuss how they’re dealing with these questions.
Join this webinar to discover how State Street’s latest research reveals the key forces transforming private markets, including generative AI, regulatory shifts, growing retail demand, and what they mean for the future of fund flows and operations.
During this 1-hour webcast, the Botoff Consulting team and globally recognized search consultant Mark Somers, Somers Partnership, discussed key findings from the Europe survey report + best practices and trends in compensation and incentive plans.
With the waters in financial markets stirred and the amplitude of the ripples still unclear, a cautious attitude to asset allocation looks to be smart. Questions abound: will U.S. import tariffs sap business models and profit margins? What do they mean for inflation and growth? Are the effects the same in the U.S. and Europe…
In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems.
BNP Paribas AM's Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets.
This episode of Fixed on ESG explores the pros, cons, shortfalls and opportunities when using Sustainable Development Goals as a framework for investing.
Professor Tim Congdon considers the size and make-up of the Russian economy. He points out that Russia produces less than 2% of world output and that this production is heavily reliant on basic energy (oil and gas, with some of it refined), raw materials and food, and low-value-added manufactured goods (iron and steel,…
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, welcome George Cheveley, Portfolio Manager at Ninety One, for an insightful look into the dynamics of the gold mining equities market.
In this series, discover exciting private market opportunities and how PIMCO pursues them in an effort to benefit our investors. Learn why we believe Residential Credit is an attractive investment within our asset-based finance (ABF) portfolios.
In this episode, we dig into capital wars, the geopolitical implications of China's massive gold-buying spree, why this ain't your grandfather's bond market, and why the Fed needs to start considering QS (Quantitative Support). Also: a liquidity update, sovereign debt refinancing, and lines drawn from 1920s…
Technicals remain very strong as investors are chasing the nominal yields of the asset class. Fundamentally, Europe is expected to be supported by a large fiscal boost, notably in Germany.
Equity flows to exchange-traded funds diverged earlier this year, with outflows from U.S. ETFs but inflows to European, emerging market and China ETFs. More recently, flows have slowed as financial markets founder amid tariff news. Thematic ETFs are seeing continued interest, however, particularly defence sector ETFs. Within…
Watch Justin Kelly, CEO, CIO and Portfolio Manager of Winslow Capital, provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.
Tariffs levied by the Trump administration have sent global markets reeling. Watch portfolio managers Jody Jonsson and Chitrang Purani assess the implications for stocks and bonds.
U.S. equities experienced challenging backdrop in the first quarter of 2025 on the back of fears of an economic slowdown following the announcement of substantial tariff increases by the Trump administration.
MacKay Municipal Managers team remains vigilant in assessing changes that the recent tariff policy’s impact has on the broader municipal market including the state and sector level.
