Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
AI has shaken up the investment world, generating impressive stock-market gains for the perceived winners. Is the market now starting to move beyond its obsession with the usual suspects in the AI race? Portfolio managers Jack Neele and Daniel Ernst discuss how they’re dealing with these questions.
Join this webinar to discover how State Street’s latest research reveals the key forces transforming private markets, including generative AI, regulatory shifts, growing retail demand, and what they mean for the future of fund flows and operations.
During this 1-hour webcast, the Botoff Consulting team and globally recognized search consultant Mark Somers, Somers Partnership, discussed key findings from the Europe survey report + best practices and trends in compensation and incentive plans.
In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems.
Watch Justin Kelly, CEO, CIO and Portfolio Manager of Winslow Capital, provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.
MacKay Municipal Managers team remains vigilant in assessing changes that the recent tariff policy’s impact has on the broader municipal market including the state and sector level.
In this episode, we dig into capital wars, the geopolitical implications of China's massive gold-buying spree, why this ain't your grandfather's bond market, and why the Fed needs to start considering QS (Quantitative Support). Also: a liquidity update, sovereign debt refinancing, and lines drawn from 1920s…
Equity flows to exchange-traded funds diverged earlier this year, with outflows from U.S. ETFs but inflows to European, emerging market and China ETFs. More recently, flows have slowed as financial markets founder amid tariff news. Thematic ETFs are seeing continued interest, however, particularly defence sector ETFs. Within…
U.S. equities experienced challenging backdrop in the first quarter of 2025 on the back of fears of an economic slowdown following the announcement of substantial tariff increases by the Trump administration.
Professor Tim Congdon considers the size and make-up of the Russian economy. He points out that Russia produces less than 2% of world output and that this production is heavily reliant on basic energy (oil and gas, with some of it refined), raw materials and food, and low-value-added manufactured goods (iron and steel,…
In this video, Jake Weinstein, Senior Vice President of Asset Allocation Research at Fidelity Investments, examines major themes in global financial markets and presents his investment outlook for the second quarter of 2025.
In this wide-ranging conversation, Jeff Malec sits down with Dave Morehead, CIO of Baylor University's $2.2 billion endowment, to explore the unique challenges and strategies of institutional portfolio management.
In this episode, portfolio manager at Mawer Investment Management, Peter Lampert discusses international equities and the impact of tariffs on portfolio management.
Tariffs are calling the tune as the U.S. rattles global markets with a high-stakes trade war. U.S. consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the…
Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They explore how understanding both individual company dynamics and overall market changes can help in identifying investment opportunities and managing risks during volatile periods.
Join this webinar to find out where the State Street ETF team believes the global ETF market is headed this year. Listeners will learn about the latest megatrends shaping regional markets alongside the team’s predictions regarding new market entrants, product launches, flow size, and more.
