Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Housing needs are defined by age profiles and can be split into five categories. The needs will often be driven by the activities that are likely to be pursued by that cohort, as well as cultural values. For example, we installed larger-than-usual freezer storage space in our student accommodation in Bologna, Italy, given…
In this month's call, Sonja Laud, LGIM's Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement on the raising of the US debt ceiling.
Wellington fixed income experts provide an analysis on how to navigate short-term volatility and reposition portfolios for the structural changes occurring in fixed income markets.
A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global macro is pointing towards a new bull market in equities.
How the decision to buy bonds on your own comes down to cost, convenience, and skills according to Larry Siegel, Director of Research at the CFA Institute Research Foundation.
We speak with University of Florida Professor of Finance Alejandro Lopez-Lira, who was worked extensively with this new technology and recently authored the paper "Can ChatGPT Forecast Stock Price Movements? Return Predictability and Large Language Models". We discuss how ChatGPT works, its potential future impact…
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more.
Factor inflation—there are over 400 documented factors to date that theoretically allow institutional investors to target specific risk-return objectives. But many of these factors are simply the byproduct of data mining and do not have investment utility. Furthermore, reconstitution policies of index providers can leave…
Stan Druckenmiller has a candid conversation with Nicolai Tangen as they discuss global investment strategy and investing during a time of geopolitical tensions.
In this OUTThinking Investor episode, David Rubenstein, co-founder of The Carlyle Group, joins David Hunt, PGIM’s President and CEO, for a wide-ranging conversation about private equity and alternative investing, inflation and the probability of a recession, the future of globalization, and philanthropy.
Washington remains firmly in the spotlight this month as the US debt ceiling negotiations remain at a deadlock. While a deal is expected sooner or later, what damage will be done in the meantime?
In this interview, Sam explains how he helped pioneer the REIT industry and what improvements he would like to see today. Also discussed were why Sam would raise interest rates further if he was the head of the Federal Reserve, a play-by-play breakdown of how he sold Equity Group Investments to Blackstone for nearly $40…
Today’s episode is a true hedge fund master class. We convened a panel of three longstanding investors in the space - Craig Bergstrom, CIO and a Managing Partner of Corbin Capital Partners, Adam Blitz, CEO and CIO of Evanston Capital Management and a past guest on the show, and Dan Fagan, portfolio manager at GIC, Singapore’…
A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…
Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Among potential clouds on the horizon are weakening economic fundamentals and the significant volume of debt to be refinanced in 2025 and 2026. Now, Olivier argues, is the time to deploy…
At the 2023 Sohn Investment Conference on May 9, 2023, 13D Research & Strategy Founder Kiril Sokoloff spoke with Duquesne Family Office CEO Stanley Druckenmiller about the future of investing.
