Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Discussion on the often-overlooked role of bank loans in client portfolios, highlighting their strategic importance and practical insights for portfolio management.
After soaring to its highest point this year one month ago, the State Street Risk Appetite Index has reversed course — slipping to a neutral stance by the end of October.
TPA isn’t just a portfolio management tool, it’s a mindset. It’s about treating the portfolio as a living whole and giving your team the mandate and tools to shape it.
Sir Chris Hohn covers: why understanding risk is his starting point in thinking about investing in companies, his view that competition and disruption represent real long-term threats to businesses, philanthropy motivations, and why love and heart matter more than ever in an increasingly disconnected world.
After 15 years of dominance, the U.S. dollar’s exceptional run is showing its age. This week, Julia Hermann and Lauren Goodwin explore what’s behind the dollar’s recent decline, and how investors can navigate a more balanced currency landscape ahead.
Portfolio manager Peter Lampert discusses the evolving landscape of international equities, with a special focus on the portfolio’s exposure to AI enablers. Lampert explains the importance of distinguishing between firms merely riding the AI investment wave and those whose competitive positions are fundamentally…
Defense stocks have been standout performers in Europe this year, outpacing all other business sectors, as investors target the economic potential from the historic military buildup across the region.
Ahead of November’s COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warming and address the impact of climate change. What progress have stakeholders made over the past year? Can investors look forward to new pledges on topics such as climate financing…
Ignoring blind spots in portfolio risk management is like racing without brakes — it can derail performance. Discover how convexity builds resilience and drives long-term returns.
Group CIO Dan Ivascyn shares how active management and global diversification continue driving strong bond returns amid credit risks and stretched equity valuations.
In the latest episode of The Investor’s Guide to Asia, Fidelity International portfolio managers Jochen Breuer and Lynda Zhou discuss how corporate governance reforms are transforming the dividend investing landscape in Asia.
In the latest episode of The Investor’s Guide to Asia, Fidelity International portfolio managers Jochen Breuer and Lynda Zhou discuss how corporate governance reforms are transforming the dividend investing landscape in Asia.
As diverging rate cycles, policy uncertainty, and macro realignments reshape the private markets landscape, this podcast explores how investors can adapt to a new regime of selectivity and dispersion.
Lauren Goodwin is joined by Kee Rabb, Managing Director at Apogem Capital, and Jeremy Held, Managing Director at Bow River Capital, to examine how near-term uncertainty is influencing long-term capital market dynamics.
Explore how the MFS Blended Research strategies can adapt to different market environments and may deliver consistent performance through the economic cycle.
In this episode of Unearthed, hosts Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, are joined by Sachin Jain, CEO of the World Gold Council India, to explore the pivotal role of India in the global gold market.
How can the latest SPIVA Scorecard help inform investors in South Africa? S&P DJI’s Tim Edwards dives into the latest SPIVA results and the trends driving South Africa’s evolving active vs. passive landscape with Asset TV’s Mosidi Modise.
