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 our latest video, Stephanie Neal, Client Portfolio Manager for sustainable investing, discusses how transition investing works with Robeco emerging market investors Rob Schellekens and Thu Ha Chow.
Julien Albertini discusses why expectations for a successful “soft landing” may amplify vulnerabilities, and which sectors and asset classes could benefit most from a rate cutting cycle.
The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors, a broad range of maturities and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the…
Amy Flikerski, Head of External Portfolio Management at CPP Investments - the C$600bn Canadian state pension fund - joins Alan Dunne in this episode to discuss allocating capital to emerging and established hedge funds.
Host Nicole Gehrig welcomes Dean Hand, Chief Research Officer at the Global Impact Investing Network (GIIN). They delve into the critical topic of impact investing, clarifying its definition amidst common misconceptions in the investment marketplace.
Having captured the imagination, generative AI continues to spread and evolve. This requires an investment approach that transcends software and models. AI’s reach extends from semiconductors and chip-making machines to areas such as cooling systems and renewable energy. Watch our video with Pam Hegarty and Derek Glynn.
The conversation focuses on four areas, the first three of which are from our joint research: (1) US exceptionalism in the economy and markets, including what produced it and whether it’s likely to continue; (2) Artificial intelligence, with a focus on AI’s potential for transformative impacts on productivity, and the…
In this episode, Grayson Witcher, the lead manager of the U.S. Equity Strategy, discusses the key drivers currently impacting the U.S. economy, including inflation, interest rates, artificial intelligence, and the upcoming presidential election.
In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal…
Canada is the world’s fourth largest oil producer because of Alberta’s oil sands, but 98% of its exports go to the U.S. The Trans Mountain pipeline expansion aims to change that and open up exports to new markets in countries like Japan, China and India.
Markets are preparing for lower rates. Fixed income investors who need their portfolios to keep on generating enough income are having to evaluate their options. For those who don't have the stomach for high yield debt, the investment grade segment of the credit market has some interesting possibilities. Tune in to hear…
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
Listen in as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute, discuss the necessity of integrating sustainability departments within companies, particularly in collaboration with financial teams. The challenge lies in…
The “year of democracy” holds the potential to bring profound change to global politics, economic policy, and the investment environment. By the end of 2024, more than five dozen countries, accounting for nearly half of the world’s population, will elect new leaders.
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
