Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
How do global investors use the S&P 500 to better understand the performance and potential opportunity set in U.S. equity markets? S&P DJI’s Tim Edwards joins GCMA’s Michael Grifferty for a closer look at the role of the S&P 500 ecosystem in the global economy and how market participants are using the index icon…
The oil price has taken center stage again, while investors still struggle with the question whether the U.S. dollar will continue to weaken. Washington’s big spending bill keeps the U.S. deficit decisively dicey and Europe ramps up defense spending. Tune in!
Underperformance of U.S. Treasuries and the dollar during recent market turmoil begs the question of whether the safe haven status of the United States, long taken for granted, will be as easily conferred in future times of trouble.
Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?
Robin Tsui, Gold Strategist for State Street Global Advisors in Asia Pacific, joins the Street Signals podcast this week to analyze market developments behind the surge in demand for gold over the past three years.
The merging of public and private credit markets is transforming capital allocation in unprecedented ways, creating new investment choices and expanding private credit’s reach to new investors.
In this episode of Clipping Coupons, Head of Securitized, Dmitri Rabin, explains why indicators may be overstating the health of U.S. consumers and the economy.
Group CIO Dan Ivascyn helps investors unpack today’s market narratives around elevated government debt, risks to the U.S. dollar, and the importance of seizing opportunities beyond U.S. borders.
David Demeter helps manage Davidson College’s endowment, where he leads investments across hedge funds, venture capital, and private equity. Davidson is known for its barbell strategy — combining high-performing venture and niche private strategies like SBICs.
Mark Rutherford, Co-Manager of Mawer’s Canadian large cap strategy, discusses the ongoing volatility in oil, the unique role of gold, the outlook for Canadian banks, and the potential impact of recent political changes. Mark also shares how the Mawer team is leveraging AI to enhance their investment process and decision-…
This podcast explores how systematic managers are rethinking volatility targets, why certain constraints persist in institutional portfolios, and what recent underperformance may actually be revealing.
In this episode, Steve Eisman delves into the intricate and often overlooked story of Apple’s manufacturing evolution over the past two decades, focusing on its deep entanglement with China.
This podcast discusses the shifting dynamics of compensation, including how the UK’s removal of the banker bonus cap is reshaping total rewards, why base salary growth is slowing, and what candidates now expect beyond just pay.
What are the five human activities threatening the ocean’s health and its ability to support jobs and business and act as a carbon sink? What can sustainability-minded investors do to discourage companies from, for example, trading protected species or engaging in industrial fishing?
This week, Street Signals takes to the road, traveling through four countries in the Middle East. Dale Haver, Global Head of FX Sales at State Street Markets, joins State Street for a quick but expansive chat on FX markets past and present.
Amid market doubts over the U.S.’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, BNP Paribas AM's Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.
