Audio & Video for Institutional Investors

Aswath Damodaran is a Professor of Finance. This podcast covers why inflation is such a dominant force in today's market, the importance of narrative when valuing companies, and his contrarian thoughts on the future of ESG.

Investor, hedge fund manager and philanthropist Stanley Druckenmiller shares his thoughts as the U.S. approaches uncharted territory with inflation the highest in the last 40 years.

Real Vision Pro Macro contributor Julian Brigden, Co-Founder and President of MI2 Partners, joins the podcast to discuss all things global macro covering: demographics, rising rates, global inflation, the equity risk premium, and much more.

Gene covers market efficiency, and its competing theories. Also discussed are inflation, cryptocurrencies, and the influence of machine learning.

How can investors best influence positive, long-term change at companies? In Episode five of the All Angles podcast, MFS discusses the importance of active engagement, shares why they're setting ambitious net zero targets and discusses the critical focus on measuring investment impact. Transcript available.

Daniel McCormack, Managing Director and Economist at Macquarie Asset Management, alongside Peter Durante, Managing Director and Head of Technology & Innovation at Macquarie Asset Management, will explore the future of electricity by focusing on its decarbonisation.

This in-depth webinar hosted by the Savvy team…

At the 2022 Greenwich Economic Forum-Miami, Black Swan author, Nassim Nicholas Taleb explains why correlation is unreliable at a due diligence tool. Coming as it does during on ongoing pandemic and in the middle of Vladimir Putin's invasion of Ukraine, Taleb also discusses wars and pandemics and puts them into their…

Over the past year, inflation has been a topic of great concern to investors in Europe and the United States. But emerging markets central banks led the world in raising interest rates to combat rising prices – so what’s happening now? In this episode, veteran emerging markets currency and debt investor Ganesh Ramachandran…

Former Bank of England Governor Mervyn King blames central banks for fuelling the cost of living crisis by printing too much money during the pandemic. King headed Britain's central bank from 2003 to 2013, and oversaw the start of its QE programme in March 2009 during the global financial crisis.

In private markets, investing in loans can offer investors attractive features including a low correlation to listed markets and opportunities for a diversified exposure. Picking loans from sectors known to be resilient to the vagaries of economic growth or that have pricing power can result in a portfolio with the potential…

Emerging markets face a mixed outlook: While Asia’s prospects look favourable, other regions face challenges.

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 might future rate hikes impact capital markets? Chief Investment Officer Dan Chornous shares his market outlook as central banks respond to persistently high inflation.

What’s next for the Fed? Dagmara Fijalkowski, Head of Global Fixed Income & Currencies, explores how long this rate-hiking cycle could last. Dan Mitchell, Portfolio Manager, comments on how these rate hikes could affect U.S. dollar strength.

Rising inflation has become a growing concern for consumers around the world. It’s also wreaked havoc in financial markets, owing to fear and uncertainty about what happens next with interest rates, prices and economic growth. This after central bankers and analysts have been reassuring consumers and investors for nearly two…

MFS Head of Stewardship and Sustainability, Barnaby Wiener, talks about engagement vs exclusion (primary vs secondary markets), the complexity of ESG and evaluating asset managers' ESG integration at The Sustainable Investment Forum Europe 2022.

Sebastian Betermier is an Associate Professor of Finance at Desautels Faculty of Management at McGill University, where he teaches investment management, applied investments, and pension funds retirement systems. The guest covers asset allocation, hedging risk, and his research into what demographics can teach us about…

Craig Yeaman, Senior Fund Manager at RLAM, is joined by Richard Marwood, Head of the UK Equity Income team, and Henry Lowson, Head of UK Alpha, to talk about the main issues influencing UK equity markets. They discuss the impact of inflation, mergers and acquisitions, the extent to which some companies might become more…

In this special episode, NN Investment Partners' CIO Valentijn van Nieuwenhuijzen sits down with David Solomon, Chairman and CEO of Goldman Sachs. Their conversation covers a range of topics, from the state of the global economy and the investment industry to the background of Goldman Sachs’ acquisition of NN Investment…

John Reade, Chief Market Strategist at the World Gold Council, recently joined Fidelity International's MoneyTalk podcast for a conversation on gold.