Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
The four largest hyperscalers are expected to spend roughly $700 billion on AI capital expenditures this year, a scale with few historical parallels outside the railroads. Equity analyst Irena Petkovic examines what that spending is actually buying and what has to be true for it to pay off.
What role should global fixed income play in portfolios today? Join MFS Co-CIO of Fixed Income Pilar Gomez-Bravo as she discusses the benefits of diversification and how investors can navigate evolving global risks.
Explore Nuveen's latest Private Capital Call episode featuring iCapital's Sonali Basak discussing private credit liquidity trends, AI's role in markets, and how investors should evaluate managers today.
In a world of constant headlines, how can investors separate signal from noise? In this episode of Fixing Your Interest, Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets today, from geopolitical uncertainty and changing central bank dynamics to the outlook for…
In this episode of Unearthed, hosts Joe Cavatoni and John Reade break down a volatile August for gold, with prices reaching highs of roughly $4,700 before correcting following hawkish comments from Kevin Warsh.
Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income. The deep and liquid short-duration Euro fixed income market accounts for about one-third of the Euro…
Why do so many GPs misunderstand what institutional LPs actually care about? David sits down with John-Austin Saviano, an Backing & Building Challenger Investment Firms and Former Endowment CIO, argues that one of the biggest mistakes GPs make is overemphasizing track record.
In this episode, Marina Mets, Head of Fixed Income, Currencies and Commodities at FTSE Russell, speaks with Troy Dixon, Head of Global Markets at Tradeweb, about how technology, data, and market innovation are transforming fixed income investing.
In this episode of Unearthed, hosts Joe Cavatoni and John Reade unpack gold's push toward $4,400/oz, as softer U.S. economic data clouds the outlook for further Fed rate hikes.
The first wave of generative AI helped individuals draft, summarize, search and code. Agentic AI points to a broader shift: AI embedded into repeatable workflows across research, monitoring, reporting, client requests, operations, compliance and documentation. The design question is how to make these workflows safe,…
FSC Development Director Ron William revisits his “Shaken, Not Yet Stirred” theme and examines the larger cyclical forces shaping markets as we move through the second half of 2026. Looking across equities, commodities, interest rates, currencies, and the broader macro environment, Ron explores the shifting relationship…
Hosts John Reade and Joe Cavatoni are joined by Dr. Robin Kolvenbach, CEO of Argor-Heraeus, a major precious metals refining company. Together they unpack the drivers behind the refining industry.
So many people seem to hate AI, and it’s not just because it might displace millions of jobs, destroy the world, or deepen distrust in big corporations and government. The reason might actually be simpler than we think: people don't like AI because it is so often used to make things that are fake.
All eyes are on AI and tech, but do other sectors offer exciting investment opportunities? In this episode, MFS explains how industrials are evolving from cyclical businesses into innovation-driven growth companies. Hear how they are supported by multiple secular growth drivers beyond AI, and why the sector can offer a…
The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP Paribas Group, points out to Chris Iggo, a member of the Investment Insights team at BNP Paribas Asset…
In this episode, Arne Noack, Head of Equity and Multi-Asset Product at FTSE Russell Americas, is joined by Andrey Kotlyarenko, Senior Product Manager at Vanguard, to explore why the underlying index plays a critical role in shaping investment outcomes.
Retirement investing is changing as individuals take on more responsibility for their long-term outcomes, especially in defined contribution pension plans and personal savings.
