Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Growth stocks have outpaced value stocks over the past decade, with growth’s lead particularly clear in the U.S. market. That’s the high-level perspective – which suggests that value investors have been left out in the cold in recent years. But have they really? Chris Hart, portfolio manager at Boston Partners, discusses…
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations get ahead, it's a different story. Fundamentals can't just run faster or jump higher. So it's expectations that need to take a knock, dragging share…
Institutional investors have not been as broadly optimistic as they are today since the announcement of a COVID-19 vaccine. It suggests they are becoming immune to policy uncertainty or at least believe such uncertainties have peaked.
Join MacKay Shields for a specialty fixed income panel designed for fixed income investors seeking strategic insights into navigating market volatility and uncertainty. Gain expert perspectives informed by macroeconomic developments and fixed income market dynamics.
Capital markets have entered a regime where traditional signals no longer offer conviction, and consensus views—on inflation, growth, policy, and even risk premia—are diverging rather than converging. Rate expectations shift week to week, inflation data remains volatile, and geopolitical realignment is influencing flows and…
What do duration, the yield curve and credit trends tell us about the evolving fixed income landscape? S&P DJI’s Anu Ganti and Ben Vörös explore the recent performance of S&P DJI’s iBoxx indices in Europe and highlight the latest innovations in the fixed income indexing toolkit.
The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. On this week’s podcast, Alexander Bernhardt, Global Head of Sustainability Research at BNP Paribas Asset Management, explains how sustainability is adapting and evolving to the…
For decades, the United States has been viewed as a global economic hegemon, but recent fiscal and trade policies, and the rise of cryptocurrencies, could have a lasting impact on the country’s role in the global economy and trading system.
This expert-led discussion will help demystify the expanding private credit space and provide practical insights to support informed investment decisions in a rapidly transforming credit environment.
Group CIO Dan Ivascyn discusses how looming Federal Reserve interest rate cuts and continued policy uncertainty are shaping PIMCO’s investment playbook at a time of abundant fixed income opportunities.
Which sectors and factors have shown the strongest performance trends through recent market shifts? S&P DJI’s Ben Vörös joins Anu Ganti to explore the potential of indices to help market participants address concerns around concentration and unpack performance highlights from the first half of 2025.
Drawing on a recent Bank of England study, the guests explain how different participants leave distinct footprints on the FX curve, and why CTAs, far from being passive allocators, can act as dynamic responders to changing regimes. This is systematic trading, without the shorthand.
What do duration, the yield curve and credit trends tell us about the evolving fixed income landscape? S&P DJI’s Anu Ganti and Ben Vörös explore the recent performance of S&P DJI’s iBoxx indices in Europe and highlight the latest innovations in the fixed income indexing toolkit.
Speaking with Huw Van Steenis, Vice Chair of Oliver Wyman, Simon Brewer asks if this is a trend which will serve big private asset firms at the expense of individuals?
PIMCO Group CIO Dan Ivascyn discusses valuation advantages, U.S. dollar dynamics, and why alpha opportunities remain plentiful in a globally diversified, flexible approach.
This podcast explores how Monte Carlo simulations stress-test financial plans, why spouses often disagree on risk, and how pensions act as “bond-like assets” in the bigger picture.
Continuing a four-part series on debt sustainability: Europe has a strong legacy of fiscal discipline, but often at the cost of productive investment. Lauren Goodwin and Julia Hermann host Florence Pisani, Chief Economist of Candriam, and Nicolas Jullien, Global Head of Fixed Income at Candriam, to discuss the future of debt…
During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on navigating economic changes in autumn, moderated by Swaha Pattanaik, Head of Publishing and Digital Strategy at Amundi Investment Institute.
Chris Hart, Portfolio Manager at Boston Partners, discusses what it takes to invest successfully in a world of hype, hyperbole, and very limited forward visibility.
