Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Listen to Man Group's Jason Mitchell discuss with Professor Andrew King, Boston University, about how sustainable investing is facing its own replication crisis.
Watch this video with BNP Paribas AM economists and chief market strategist. They cover the outlook for U.S. inflation in the context of the new administration’s plans, the effects of geopolitical tensions and political uncertainty on Europe, the crosswinds facing emerging markets include China, and their asset allocation…
Listen to Infrastructure Investor’s latest podcast where Don Dimitrievich unpacks what the outcome of the recent US election could mean for the Inflation Reduction Act, the US’s commitment to clean energy, and the need for infrastructure financing going forward.
How have approaches and strategies within sustainable forestry investment changed over the years? What new opportunities and co-benefits are available in addition to the stability and resilience these assets provide? Managing Director of Timberland Investor Relations Michael Strzelecki, CFA, took a deep dive into the…
State Street CEO Ron O’Hanley discusses with host Tim Graf the risks and opportunities in macroeconomics and financial markets in 2025, and what they mean for State Street.
Our speaker will be Jim Zelter who is the co-President of Apollo. Jim will discuss the growing dominance of Private Credit lending and the disintermediation of banks.
Howard Marks, '69, CFA and co-chairman of Oaktree Capital Management, spoke with Dean Rajan on January 15, 2025 as part of Chicago Booth's Distinguished Speaker Series.
The next earnings reporting season is kicking off, and will bring new evidence of whether the market hype is still justified. European equities, may be poised for a turnaround. That might depend on the right trigger to unlock valuations, though. And U.S. bond yields are on the move, signalling a more normalized yield curve…
In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing.
Street Signals host Tim Graf explores insights from our proprietary indicators, highlighting variations in stocks, bonds and FX, and where market consensus may overlook key trends.
In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known as "pod shops." Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple…
2025’s first Macro Microscope explores a key topic reflecting the changing global landscape: the valuation re-rating of emerging markets. Watch the episode to learn more.
What would it cost to live forever? In this episode of The Active Share, William Blair's Hugo Scott-Gall is joined by Dr. Greg Bailey, co-founder and executive chairman of Juvenescence, for an in-depth discussion about the science of aging, the societal and economic impacts of extended lifespans, and how advancements in…
What drives growth on a global scale? And why does growth occur? On the 50th episode of The Active Share, William Blair's Hugo Scott-Gall is joined by Olga Bitel, partner, global strategist, and Simon Fennell, partner, portfolio manager, for an insightful conversation on the outlook for 2025.
What might macroeconomic and market fundamentals be telling us about the trajectory of equity markets in the new year? Chris Wallis, CEO, CIO, and Portfolio Manager at Vaughan Nelson Investment Management, looks at economic factors, potential volatility inflection points, valuations, and how policy shifts from the Trump…
What would it cost to live forever? In this episode of The Active Share, William Blair's Hugo Scott-Gall is joined by Dr. Greg Bailey, co-founder and executive chairman of Juvenescence, for an in-depth discussion about the science of aging, the societal and economic impacts of extended lifespans, and how advancements in…
This is the story of Lars Windhorst, a racy financier with nine lives. Once a wunderkind of German business, dubbed the German Bill Gates, Windhorst survived a plane crash and has lost then rebuilt his fortune several times over. Windhorst gives his own account of some of his biggest scandals – from earning a criminal…
Equity Analyst Ian Turnbull joins the Art of Boring podcast to discuss Mawer’s EAFE large cap portfolio and tackle the question: why invest outside the U.S. at all? Ian takes us through quick two-minute drills on five of the portfolio’s key holdings. He...
Will the expression “May you live in interesting times” apply to 2025? How many "tugs of war" will investors face? Will they see arm-wrestling between the new U.S. administration and the Federal Reserve over inflation and the level of interest rates or between the U.S. and China over trade, just to name two areas…
