Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
This edition of the Cuts to the Chase podcast discusses debt and the potential economic ramifications. Featuring Guy Haselmann, Tom Smith, and Shan Ahmed.
Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.
Prechter, the visionary behind Socionomics and author of "Last Chance to Conquer the Crash," shares his insights on the patterns of social mood and their impact on various societal aspects, including the economy and stock market. A specialist in technical analysis, the conversation dives into the phenomena of…
Christophe L’Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approach to managing the C$11bn defined benefit pension plan. We discuss the high level Strategic Asset Allocation of the plan and also how the changed macro environment in recent…
While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.
What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum.
Suyi Kim, CPP's Global Head of Private Equity, shares their investment strategy, including their growing allocation to Asia and approach to the climate transition.
How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.
Explore this analysis of the high-yield bond market with a focus on CCC-rated bond performance, the role of energy exposure, and the importance of active management.
What are the ingredients of a successful GP-led secondaries deal? Paul Sanabria, Global Co-Head of Secondaries, believes in a sound framework that thoroughly analyzes the assets, sponsors, alignment, and secondary deal dynamics—and that the devil lies in the details.
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…
On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. He expects money market rates to remain attractive relative…
What's next for Global Fixed Income? Find out, in this video interview, why at current yields, there is significant opportunity for high-quality fixed income to generate attractive total returns
How do investors price in geopolitical tensions? And with fewer than two U.S. interest rate cuts now baked into markets, is there any stopping the rise of the U.S. dollar?
Geoff Dailey, Head of US and Global Thematic Equities, notes small caps are attractively valued relative to large caps which have been experiencing several months of solid gains, led by a number of US tech giants.
The market for high-yield bonds is currently experiencing a wider dispersion between its highest and lowest-yielding securities. This trend reveals significant disparities in individual bond performances, presenting opportunities for targeted investment choices rather than broad, sector-based strategies. Precise and active…
This episode of The Outthinking Investor examines risk through the lens of alternatives. Experts discuss the challenges investors face in making the right decisions for their portfolios, taking a holistic view of diversification, and the role that alts can play in both managing risk and capturing opportunities that emerge…
Andrew Craig, Co-Head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs. These open the way for ETFs managed against…