Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Investment Director Nitin Mathur discusses a possible turnaround in 2026 and why we should focus more on India’s long-term growth story.
External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Investment Director Nitin Mathur discusses a possible turnaround in 2026 and why we should focus more on India’s long-term growth story.
In this Street Signals episode, State Street Chairman and CEO Ron O’Hanley delivers a clear-eyed assessment of where markets stand and what lies ahead in 2026.
Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. This conversation explores the increasingly popular Total Portfolio Approach, Ashby’s perspective on the role of AI and data in the investment office of the future, including his work with Hoopit AI, a very cool…
While the businesses that Aziz Hamzaogullari and Loomis Sayles’ Growth Equities Strategies Team invest in have great diversity, there is one characteristic many of them share. Around half of the businesses the team backs are led by their founders. In this video Aziz shares three long-held founder-driven businesses he backs:…
In this episode of the FTSE Russell Index Ideas podcast, Andreas Schroeder, Head of Index Design (EMEA) at FTSE Russell, talks about the objectives and requirements of an EU Paris-aligned equity index.
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie.
In this episode, Investment Counsellor Stu Morrow and Institutional Portfolio Manager Kevin Minas examine the forces reshaping markets in the fourth quarter. From central banks navigating the shift toward policy normalization to equity leadership rotating beyond mega-cap AI stocks, they explore how a resilient but slowing…
China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of company meetings.
In this episode of Unearthed, John Reade and Joe Cavatoni, Senior Market Strategists at the World Gold Council, kick off the new year with an update on the state of the gold market, exploring the factors influencing gold prices, including geopolitical tensions and ongoing economic conditions.
What to expect for the world economy in 2026? How will the U.S. Federal Reserve respond to a softer labour market but sticky inflation? Will lower inflation in the Eurozone allow the ECB to cut interest rates further? What would this mean for bond returns? And can stocks, once again, power ahead?
The State Street Risk Appetite Index increased by 0.36 basis points as institutional investors increased their equity allocation by nearly 1 basis point.
Is the U.S. stock market dangerously concentrated—and are we in an AI bubble? Ben, Dan, and Ben unpack the data, the history, and the psychology behind today’s valuations, drawing lessons from past episodes of market euphoria such as Nortel in Canada, the dot-com boom, and Japan’s 1989 peak. They explain why high market…
From lingering “Liberation Day” tariff fears and a shift toward a more pro-growth federal policy stance to changing leadership within key sectors, Canadian equity portfolio manager Mark Rutherford unpacks what moved markets for Canadian equities in 2025.
From lingering “Liberation Day” tariff fears and a shift toward a more pro-growth federal policy stance to changing leadership within key sectors, Canadian equity portfolio manager Mark Rutherford unpacks what moved markets for Canadian equities in 2025.
