Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Private credit has become one of the fastest-growing asset classes within global capital markets. As markets continue to scale, the need for timely, transparent and granular benchmarks increases as market participants seek to better understand performance, risk, valuation trends and changing market dynamics. Register now to…
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.
What if investing started with the return you actually need, rather than simply trying to outperform a benchmark? This video explores how defined return strategies use autocallables to reshape equity outcomes and target a more predictable investment journey.
Join MFS Co-CIO of Fixed Income, Alex Mackey, as he examines the signals behind the Fed's recent rate hike and the opportunities and risks shaping U.S. fixed income markets.
In this episode, Alyson Shupe, Managing Director and Head of Global Product Strategy at Goldman Sachs Asset Management, and Ravi Goutam, Managing Director and Head of U.S. & Canada Institutional iShares at BlackRock, explore the forces driving the next phase of ETF growth.
A municipal portfolio shouldn’t be judged by how neatly it fits into a box. It should be judged by what it delivers. Today’s municipal market is giving investors more to work with. Higher starting yields, greater dispersion, and meaningful differences in relative value across the curve, credit spectrum, and sectors have created…
Ed Lees, Co-CIO of the Environmental Strategies Group at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, explore the durable long-term trends shaping the sector. They discuss how critical bottlenecks in power grids, the rise of desalination technology, and the necessity for drought-resistant…
The continued rise in consumer prices will have multiple effects going forward, notes Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas, beyond the pressure it places on central-bank policy.
Capital Allocators asked 8 CIOs to share how they’re using AI today, including what’s working and what isn’t, the tools they’ve adopted, and where they’re headed next. They range from a single-family office with one investment professional to one of the largest pension funds in the world with thousands. What emerged is a…
Simon Sebag Montefiore, Author & Historian, discusses, oil, geography & the strategic importance of the Straits of Hormuz, the rise of the Gulf states & the creation of the UAE, Israel, religious nationalism & the political consequences of the Six-Day War, why the traditional idea of the “Middle East” may no…
Global equity portfolio manager, Paul Moroz, speaks to a wide range of market topics, including what higher discount rates mean for equity valuations and the subtle shifts you might not see in the headlines but that absolutely matter. Stay tuned for the second half, where Paul discusses Millennium Prize math problems,…
Home prices are stabilizing, but the implications are bigger than housing alone. Dmitri Rabin breaks down what it means for the Fed, consumer spending, and structured products portfolios.
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.
Markets remain resilient, but the forces driving growth are also creating new risks. In this month's video, Chief Economist Paul Diggle examines the key scenarios that could shape the global economy over the months ahead, from developments in the Middle East to the future of the artificial intelligence (AI) boom.
Higher long-term yields are reshaping the market backdrop, but strong earnings, continued AI investment, and U.S. economic advantages remain supportive for risk assets.