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-based finance fuels the real economy – from homes and universities to flights and consumer goods. Backed by tangible assets, it’s a growing opportunity for investors. Discover how PIMCO’s scale, data, and dual-market lens unlock strategic value in ABF.
As diverging rate cycles, policy uncertainty, and macro realignments reshape the private markets landscape, this podcast explores how investors can adapt to a new regime of selectivity and dispersion.
Lauren Goodwin is joined by Kee Rabb, Managing Director at Apogem Capital, and Jeremy Held, Managing Director at Bow River Capital, to examine how near-term uncertainty is influencing long-term capital market dynamics.
Private markets are no longer the exclusive domain of large institutions. Across Europe, regulatory reform, digital innovation, and investor demand are converging to democratize access to alternative investments. As frameworks like ELTIF 2.0 (European Long-Term Investment Funds), UCI part II (Undertaking for Collective…
Lauren Goodwin and Julia Hermann examine four key turning points shaping capital allocation across private markets. They explore how macroeconomic shifts and long-term megatrends such as evolving rate environments and structural growth themes are influencing investor positioning and opportunity sets in 2025.
How are benchmarks like the S&P UBS Leveraged Loan Index and S&P UBS Western European Leveraged Loan Index helping bring transparency to one of the largest fixed income markets? Take a fundamental look at leveraged loans with Marco Pouw, S&P DJI’s Director of Fixed Income Indices.
"The top two customers of Nvidia generate around 40% of the revenue and the next four customers generate another 40% of revenue". As Barrie highlights, the AI capex and revenue attribution numbers are stark.
Portfolio manager Peter Lampert discusses the evolving landscape of international equities, with a special focus on the portfolio’s exposure to AI enablers. Lampert explains the importance of distinguishing between firms merely riding the AI investment wave and those whose competitive positions are fundamentally…
When public data goes dark, alternative indicators step into the spotlight. Here’s how strategists and economists are navigating economic blind spots created by the U.S. government shutdown.
Power, not oil, is where the action is. Electrification trends, boosted by AI, are accelerating the growth of the traditionally flat power sector. In this episode, MFS Investment Management decodes what’s really driving power demand, identifies where the bottlenecks are, shares three durable lanes presenting attractive…
MFS unpacks the AI-driven power bottleneck, mapping near/medium/long-term plays and the signals to watch so you can cut through the hype and stay ahead. Learn what this means for the future of power and your investment portfolio.
Markets may look calm on the surface, but the macro undercurrents are anything but. This wide-ranging discussion explores the forces shaping risk, policy and global uncertainty — and how they’re impacting investors.
Polen Capital's quarter-end update discusses factors that impacted the Focus Growth Portfolio and what portfolio managers see as long-term opportunities ahead.
Meb Faber joins the show to discuss valuations, diversification, trend following, value investing, and the evolution of markets and investor behavior over the past two decades. Meb shares insights from his upcoming book, lessons from 400 years of market history, and how investors can position themselves for the next decade.
Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a super-cycle, and – perhaps unexpectedly – undervalued stocks in the healthcare sector.
