Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
In order to grow, asset managers must also know how to change. With no single definition, growth can mean many different things – from launching new asset classes and product types to exploring new distribution channels or regional markets. So, being up to date with technology, workforce skills, regulations, and operational…
George Noble's Twitter space is going viral in the global macro manager community. George is a former PM at Fidelity. He gathers some of the sharpest minds in the global macro community to dicuss market devlopments, dislocations, and strategy. The gilt discussion and UK pension funds starts at 40 mins. Ian Harnett (…
RLAM’s Head of Fixed Income Jonathan Platt, and Craig Inches, Head of Rates and Cash discuss the current situation and how central banks and policymakers might react. Hosted by Phil Reid, Head of Wholesale, they focus on the implications for investors and provide a Q&A session.
Listen to Jason Mitchell discuss with Professor Ioannis Ioannou, London Business School, about what is at stake in the backlash to ESG and how to think about the factors driving its politicisation.
Greg Lippmann of Big Short fame discusses structured credit, his investment strategy, research process, portfolio construction, trading, competitive landscape, and market outlook.
Latin America’s largest nation is facing its most important election in decades as Jair Bolsonaro and Luiz Inácio Lula da Silva square off amid deep political and cultural polarisation. FT Brazil bureau chief Bryan Harris travels the nation to look at the enormous economic and social challenges facing the next president. He…
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…
Noah Weisberger, Managing Director in PGIM Institutional Advisory and Solutions (IAS) group and Amanda White, director of institutional content at Conexus Financial talk returns in a volatile market.
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…
In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’s predicting or causes recessions, and why Rob thinks inflation will stay persistently high.
ESG investing has gained a lot of traction in recent years, but even with its growing popularity, many misconceptions still exist around how an ESG portfolio strategy should be structured to attain a dual mandate of making a positive impact and striving for solid performance.
In a wide-ranging presentation, Two Sigma’s Justin Sirignano—who is also an Associate Professor in Mathematics at the University of Oxford—discusses opportunities and open challenges for machine learning in finance. Justin introduces examples of machine learning models for high-frequency data, and covers topics including…
2022 continues to cause uncertainty and worry for investors with ongoing geopolitical tensions, inflationary pressures, and an energy crisis. In this video, Stephen Anness, James Goldstone and Derek Steeden share their thoughts on the current market environment and their outlooks for global equities, UK equities and sterling…
How high could inflation go and could it tip some businesses into finding it too expensive to even stay open? And against the backdrop of inflation and higher interest rates on new borrowing, what is the risk to corporate earnings and the possibility of a recession?
For the past 40 years, the global economy has seemed to benefit from the tailwinds of moderate inflation, low-interest rates, globalization and intensive growth. But due to the many disruptive forces that have impacted our society, many of these winds have changed. How could asset allocators change their approach with the…
How can indices help investors understand what’s driving market trends amid inflation, rising rates, and volatility? S&P DJI’s Anu Ganti and Hamish Preston take a closer look at key trends and what they could mean for active management and asset allocation moving forward.
When markets are turbulent and difficult to predict, often what’s needed is some wise words from someone who has been through many calm and stormy waters alike. Someone who fits that description: Rob Arnott, founder and chairman of the board at Research Affiliates. Rob founded Research Affiliates in 2002, which now develops…
Active ownership plays a central role in managing risk and performance in ESG investing. Global Head of Sustainable Investing and Stewardship Julie Moret highlights examples on how active ownership works with human rights and diversity.
