Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
What marks out companies set to flourish in the years ahead? Partner Tim Garratt highlights three characteristics – real-world problem solving, financial discipline and adaptability – in the latest episode of Short Briefings on Long Term Thinking
As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across developed and emerging markets. They also analyse what asset allocators are watching,…
As one of the most anticipated surveys in the industry each year, the Trackinsight Global ETF survey, co-sponsored by J.P Morgan and State Street, provides a deep understanding of how professional investors and fund selectors are leveraging ETFs. Join Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management,…
This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.
Matthew Moniot, Co-Head of Credit Risk Sharing at Man GPM, joins Bloomberg Intelligence's Noel Hebert and Sam Geier on this episode of Credit Crunch, part of the FICC Focus podcast.
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…
A new aspect of the evolution in sustainable investing is the emphasis on what is termed 'transition finance'. It is a broad concept–some argue it’s too broad–but there are strong views that the complex shift that we need to get our economies to net zero will depend on this form of capital.
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…
Swaha Pattanaik sits down with Annalisa Usardi, Senior Economist at Amundi Investment Institute, and Bastian Drut, Head of Thematic Macro Strategy at CPR Asset Management, to discuss the transformative impact of AI and its implications for economies in the short and longer term.
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and outlook for China, the U.S., the eurozone, the UK and emerging markets.
Thinking back to the first quarter of last year, sentiment for China investing post pandemic was remarkably positive. The upbeat mood unfortunately did not last and stocks mostly fell after spring, leaving investors frustrated for the rest of last year and dispirited as we entered 2024.
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…
Is dispersion a help or a hindrance to portfolios in 2024? Catch the replay of our live webinar on how investors should be thinking about high yield, credit risk sharing and private credit in their portfolio.
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about alternative assets. Both safe haven gold and risk-on asset Bitcoin are reaching all-time highs. What’s cooking?
The results of State Street’s third annual Private Markets Survey, conducted among more than 500 institutional investors worldwide, forms the basis of this webinar. Participants will learn how their peers are responding to the continued global economic challenges facing the industry, and how regulatory developments and…
This paper explores why carbon footprint alone will not suffice for investors that want to support decarbonisation and begin to offer outlines of an alternative.
Markets are abuzz with the promise of artificial intelligence, but there also are concerns that the sprawl of related technology could sting via heavy demands on resources. Andrew Craig, Co-Head of the Investment Insights Centre, gets an update on this and other energy transition topics from Ed Lees, Co-Head of our…
In this insightful episode hosted by John Reade and Joseph Cavatoni from the World Gold Council, guest Karim Chedid, Head of EMEA Investment Strategy for iShares and a Managing Director at BlackRock, discusses the current macroeconomic environment.