Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
This edition of the Cuts to the Chase podcast discusses debt and the potential economic ramifications. Featuring Guy Haselmann, Tom Smith, and Shan Ahmed.
On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. He expects money market rates to remain attractive relative…
Suyi Kim, CPP's Global Head of Private Equity, shares their investment strategy, including their growing allocation to Asia and approach to the climate transition.
Christophe L’Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approach to managing the C$11bn defined benefit pension plan. We discuss the high level Strategic Asset Allocation of the plan and also how the changed macro environment in recent…
What's next for Global Fixed Income? Find out, in this video interview, why at current yields, there is significant opportunity for high-quality fixed income to generate attractive total returns
Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.
Geoff Dailey, Head of US and Global Thematic Equities, notes small caps are attractively valued relative to large caps which have been experiencing several months of solid gains, led by a number of US tech giants.
A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…
How do investors price in geopolitical tensions? And with fewer than two U.S. interest rate cuts now baked into markets, is there any stopping the rise of the U.S. dollar?
This episode of The Outthinking Investor examines risk through the lens of alternatives. Experts discuss the challenges investors face in making the right decisions for their portfolios, taking a holistic view of diversification, and the role that alts can play in both managing risk and capturing opportunities that emerge…
Andrew Craig, Co-Head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs. These open the way for ETFs managed against…
In this video, Jake Weinstein, Senior Vice President of Research, examines major themes in global financial markets and presents his investment outlook for the second quarter of 2024.
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
This episode of The Outthinking Investor examines risk through the lens of alternatives. Today, investors must heed the lessons from volatile markets of the past and take stock of hidden risks that may reveal themselves as current market conditions evolve. What strategies can investors employ to mitigate downside risks in…
What are the potential benefits of a passive approach to covered calls? S&P DJI’s Phil Brzenk and ProShares’ Simeon Hyman take a closer look at the S&P 500 Daily Covered Call Index, its performance, and why the index uses a daily approach vs. a more standard weekly or monthly approach.
As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that…
This video features macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Portfolio managers Mike Plage and Ford O'Neil discuss their outlook for bonds and how their investment process is designed to capture opportunities in the market.
In this episode of the All Angles podcast, Pooja Daftary sheds light on calculating the financial materiality of natural capital for companies and offers practical ways for investors to integrate natural capital into an investment strategy.