Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
The conversation focuses on four areas, the first three of which are from our joint research: (1) US exceptionalism in the economy and markets, including what produced it and whether it’s likely to continue; (2) Artificial intelligence, with a focus on AI’s potential for transformative impacts on productivity, and the…
Find out where MFS' Co-CIO of Fixed Income, Pilar Gómez-Bravo, sees the best opportunities across the fixed income universe as well as her thoughts on:
how to balance the macro and geopolitical drivers ahead
what central bank rate cuts mean for duration positioning
Listen in as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute, discuss the necessity of integrating sustainability departments within companies, particularly in collaboration with financial teams. The challenge lies in…
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
What does playing poker have in common with trading stocks? A lot, according to these top Wall Street traders. From patience and bet sizing to managing risk and reading other players, top firms like Susquehanna use poker to help train new traders.
News and content providers have filed lawsuits against tech companies, accusing them of brazenly harvesting material, without permission, to train AI models. In response, tech giants have argued they’re not breaching copyright because the material they lift is ultimately used for a different purpose than originally intended…
The “year of democracy” holds the potential to bring profound change to global politics, economic policy, and the investment environment. By the end of 2024, more than five dozen countries, accounting for nearly half of the world’s population, will elect new leaders.
One definition of transition investing is it being a journey in the investment process, while sustainability is the destination. Emerging markets are at the forefront of this kind of transition, since they account for 65% of the world’s greenhouse gas emissions.
Ed is one of the most accurate and respected Wall Street strategists, and we were excited to discuss his views on the economy, markets, and forecasting.
John Graham is President and CEO of CPP Investments, the Parliament-mandated third party asset manager responsible for stewarding the $465 billion of funds ($632 billion CAD) of the Canada Pension Plan.
With Ian Charles, Co-Founder of Arctos, this podcast covers SWFs, private equity, Hollywood actors, and how the world of sports has been undergoing an investing revolution.
With central banks poised to begin, or continue, cutting rates, the time is potentially right to move into fixed income. PIMCO believes the first step to lock-in today’s attractive bond yields could be moving into a high-quality, active bond strategy.
Michael Howell, Managing Director of Crossborder Capital and Author of the Capital Wars Substack, returns in this episode to speak with Alan Dunne about the liquidity cycle’s influence on global markets. Michael outlines how he sees rising liquidity growth providing a favourable backdrop for risky assets and that the…
Markets are preparing for lower rates. Fixed income investors who need their portfolios to keep on generating enough income are having to evaluate their options. For those who don't have the stomach for high yield debt, the investment grade segment of the credit market has some interesting possibilities. Tune in to hear…
The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.
Geopolitical analyst and vice chair of Capital Group John Emerson shares his insights on the upcoming US Presidential election. He discusses key factors to watch, the potential outcomes, and how investors can navigate the uncertainties of this election year.
