Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
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.
Watch MacKay Shields’ panel of specialty fixed income experts discuss the current market landscape and considerations for investors amongst recent policy decisions and heightened volatility.
How are index innovations helping market participants address volatility and uncertainty? S&P DJI’s Anu Ganti and Calamos Investments’ Matt Kaufman discuss index-based approaches to defined outcomes.
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.
How are U.S. tariffs affecting retail prices? Alberto Cavallo, co-founder of PriceStats, joins the State Street podcast to discuss his work measuring inflation trends and the impact of the “Liberation Day” tariffs.
Mawer's Global Equity Co-Manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during…
Market volatility subsides, but risk managers assess sharp moves in stocks, bonds and currencies. The Street Signals roundtable discusses fiscal policy and asset repricing.
Peter is our Chief Global Strategist and Director of Research. Before joining BCA in 2010, Peter was a Senior Global Economist with Goldman Sachs. He began his career at the International Monetary Fund in program negotiations, surveillance, and research. He also helped produce the IMF’s flagship report, the World Economic…
BNP Paribas AM Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife.
The State Street Risk Appetite Index improved slightly to sit completely balanced by the end of April, as investors weathered significant tariff-related volatility in their stance towards risk assets.
Our speaker is Myron Scholes who is the Frank E. Buck Professor of Finance, Emeritus at Stanford Graduate School of Business. Myron won the Nobel Prize in Economics for his groundbreaking work in Options Theory. I want to find out why uncertainty is core to both investing and finance theory.
As president of a family office, Scott Richland bought a sports team and gives advice on due diligence around sports investing. He also became Caltech’s chief investment officer for 14 years, where he inherited a business and raised its value from $10 million to $100 million. We also discuss the mortgage market, emerging…
How are financial advisors putting SPIVA data to work to help clients achieve their goals? S&P DJI’s Sue Lee joins Thriving Wealth’s John Cachia to dive into the most recent SPIVA Australia Scorecard and its practical applications for market participants.
Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist at BNP Paribas AM about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the U.S.
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.
