Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Tech stocks have fallen sharply in Asia following losses on U.S. markets on Thursday, with the Nasdaq down 5.5% at close, driven by fears of an AI slowdown following the U.S. midterm results. Corporate earnings still seem healthy though. So, what’s happening beneath the surface? Tune in to Robeco's latest episode with…
Fresh from the U.S. midterm elections, this podcast considers what the result could mean for gold, and why the months ahead may bring more uncertainty.
Heather Tobin, Senior Managing Director of CPP Investments, discusses; the evolution of the $4–5 trillion global hedge fund industry, why higher interest rates and volatility have revived opportunities for alpha generation, balancing external hedge fund allocations with internal systematic strategies, the role of market-…
In this excerpt from our quarterly Income webcast, Group CIO Dan Ivascyn discusses why today’s yields make this a compelling time to lock in income and how a high quality, flexible approach can help investors capture today’s opportunities globally.
Global equity markets have become increasingly concentrated, while Nordic small caps have lagged significantly in recent years. Could changing valuations, fund flows and market conditions create a different backdrop for the asset class?
Michael Price manages the Ausbil Active Dividend Income Fund and has more than 35 years’ experience in markets. With rates on the move, reliable income is harder to find than it looks, so Ally Selby, host of Basis Points, asked Michael where investors are still finding it.
A year ago, former U.K. Prime Minister Gordon Brown warned that the world was becoming more fragmented, more multipolar, and increasingly shaped by power rather than rules. One year on, where does he think we stand? In this episode of Fixing Your Interest, Gordon, Chair of PIMCO’s Global Advisory Board, rejoins Andrew Balls…
Fidelity Investments’ Mark Schmehl has built an impressive track record over the past two decades. But what makes the manager of the newly launched Fidelity Funds - Global Innovators Fund tick? In this bonus episode of Fidelity Answers, the San Francisco-based portfolio manager talks to us about the importance of change and…
Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a structurally more volatile inflation environment.
Setting the South African economy on a higher growth path is critical to create a meaningful difference to the quality of life of all South Africans. The key is investment in infrastructure - and with about R4.8 trillion in retirements available for investment, the country has no shortage of capital.
Marina Mets, FTSE Russell, and Rachel Siu, BlackRock, discuss the changing landscape of Canadian fixed income and the ongoing relevance of core bond benchmarks.
In this edition, Ryan Weldon discusses how the Federal Reserve meeting began as a mundane event with minimal takeaways but quickly evolved into a guessing game for market participants as Chair Warsh took the podium.
For the last couple of years, investors have wondered how voters would respond to the unorthodoxies of the second Trump Presidency. Now that midterms are over, You Can See Everything: it’s a rout, with the NYT projecting 53 Democratic Senators (plus 2 Independents that caucus with them) and 257 Democratic House members.…
Geopolitical competition is reshaping the global investment landscape. In this episode of Market Matters, Julia Hermann shares highlights from a recent webinar featuring Michael LoGalbo and geopolitical strategist John Sitlides of Trilogy Advisors. They explore how shifting global alliances, U.S.-China tensions, and rising…
Risk sentiment had softened lately due to geopolitics, higher yields, and profit-taking in the technology sector. But Asia ex-Japan’s year-to-date performance remains strong.
Equity analyst Joshua Samuel examines the value chain beneath GLP-1 drugs: why oral pills need more drug substance, how peptides are built and purified, and why a silica gel supplier with 70% share does not screen as healthcare. Growth rests on several drivers at once.
Growth is holding up better than expected. In the U.S., investment linked to AI is still providing strong support to economic activity. In Europe, growth has also proved surprisingly resilient despite ongoing challenges.
In this episode of Fixing Your Interest, PIMCO Vice Chair John Studzinski is joined by Libby Cantrill, PIMCO’s Head of Public Policy, to tackle the questions they hear most often from clients. Recorded just ahead of the U.S. midterm elections, they explore voter sentiment and the economy, Washington’s fiscal challenges, the…
