Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Asset managers are no longer boasting about their environmental, social and governance credentials after poor performance, greenwashing scandals and a political backlash in the US. So who killed the ESG party?
Listen to Jason Mitchell's discussion with Jigar Shah on how the Loan Programs Office is providing a bridge to bankability for innovations in the clean energy space.
Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&P 500 sets all-time highs almost on a daily basis, surfing the AI hype. The number of stocks fueling the market rally is worrying though.
Passive investing has historically been more associated with equities than with fixed income, but recent data indicates a change could be in the winds. S&P DJI’s Tim Edwards and Anu Ganti take a closer look at what’s driving the shift and what a passive transformation could mean for fixed income markets.
In this episode of Behind the Memo, Howard Marks is joined by two special guests: Oaktree cofounder Bruce Karsh and Maurice Ashley, the chess Grandmaster and author of Move by Move: Life Lessons on and off the Chessboard.
Josh Lerner, State Street associates academic partner, discusses the implications of the private debt asset class taking on an increasingly significant role in investor portfolios.
Alberto Cavallo, State Street Associates academic partner, explores the drivers of inflation trends and their implications through the lens of PriceStats’ daily inflation series.
European markets are rapidly evolving. In the latest episode of WellSaid, portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how long/short investors can potentially make the most of the changes.
The global secondaries market has grown from roughly USD 47 billion in 2014 to more than USD 100 billion today as fund investors and fund managers alike have embraced the secondary market as a tool to actively manage their respective portfolios.
Independent analyst and Financial Times contributing editor Toby Nangle examines a structural shift in the UK’s asset backed defined benefit pension system.
How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time to invest in these floating rate loans?
It’s almost unnerving, watching equity market indices repeatedly touching new all-time highs. Particularly when the gains are founded on a very select group of stocks, while economic indicators are relatively mixed. In such a set-up – Robeco asks portfolio manager Michiel Plakman – what’s the best strategy for managing a…
Portfolio Manager Jeff Mo discusses common behavioral biases that can hinder clear sell decisions, and the tools, such as checklists and trigger points, that can help slow down emotional thinking.
In this episode Rob Arnott, Founder of Research Associates, discusses the growth/value valuation gap, inflation, the US fiscal deficit, Nvidia's record-breaking valuation, and more!
A company’s dividend track record is often seen as a sign of corporate maturity and balance sheet strength, but not all dividend strategies are created equal. Join S&P DJI’s Anu Ganti, Ben Voros and Elizabeth Bebb for an exploration of what makes the S&P Dividend Aristocrats Index Series unique.