Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
With traditional fixed income still anchored near 4–5%, many investors face a persistent shortfall versus the higher income targets required to meet long‑term obligations. This gap has accelerated interest in structured‑income solutions that can efficiently convert equity market risk into predictable cash flows.
Autocallable…
In a world where geopolitical tension, economic inequality, and technological change are all accelerating, what does it mean to be a long-term, bottom-up investor? In this episode, Portfolio Manager Paul Moroz explores how today’s regime differs from the post crisis “Pax Americana” era. Drawing on history - from Shakespeare to…
Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo is approaching today’s complex and fast-evolving market environment, including her thoughts on: what the macro and market outlook holds for the year ahead, how global risks are shaping the fixed income landscape, and how to position portfolios to navigate risks and…
AI-driven productivity gains have buoyed asset prices and supported consumption through wealth effects, while investment has been narrowly concentrated in AI implementation and infrastructure. As a result, near-term U.S. economic performance will likely depend heavily on how the AI transition progresses.
Industry experts explore AI's transformative impact on markets, examining software disruption, infrastructure opportunities, and the shift from identifying winners to understanding losers. Critical insights for investors across all asset classes during this unprecedented period of innovation.
Increasingly, investors want to see real-world outcomes resulting from asset managers’ sustainability-related efforts. These could range from engagement and stewardship to ensuring corporate transition plans are credible. Simultaneously, demographic shifts and innovations such as AI are emerging as social investment themes…
Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world. Stephen joined CalPERS eighteen months ago from a career spanning Wall Street, the IMF, and two of the most innovative sovereign…
Why does index methodology matter when evaluating the next generation of factor solutions? S&P DJI’s Elizabeth Bebb and Xtrackers’ Sturmius Schneider explore the metrics powering the next generation of S&P 500 factor indices and how these new tools are helping inform market participants applying factors strategically…
Ryan McAllister, Portfolio Manager, and Victoria Higley, Institutional Portfolio Manager share the team's thoughts on global equity markets and provide a quarterly update on the Global Equity Australian trust.
Dan Rasmussen of Verdad Advisers challenges some of the most popular narratives in markets today. From private equity and private credit risks to AI-driven capital cycles and overlooked opportunities in biotech and international equities, Dan offers a deeply research-driven perspective on where investors may be misallocating…
In this episode, U.S. equity portfolio manager Grayson Witcher explores what it means to invest exclusively in American businesses at a time when the U.S. is becoming more short term, more transactional, and more central to global change. He contrasts a shifting U.S. “extraction” mindset with China’s longer-term industrial…
In this episode of Unearthed, hosts Joe Cavatoni and John Reade examine the shifting dynamics of China - the world’s most important gold market for more than a decade.
Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credit, about the outlook, investor demand, and…
Sean Warrington is a Partner on the Private Investments team at Gresham Partners, a $13 billion multifamily office, and Ed Grefenstette is the CEO and CIO of The Dietrich Foundation, a $1.6 billion foundation with an unusually large allocation to private markets and venture capital.
From AI euphoria giving way to harder questions, to gold’s steady rise and a surprising divergence between U.S. and emerging market inflation, the conversation centers on rotation, uncertainty, and shifting assumptions about safety.
Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, MFS Investment Management zooms out to consider how the massive capex expansion impacts corporate capital structures, ways to assess the differences between companies, and why cross-sector collaboration is key to building…
