Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. The conversation begins with the investment philosophy Michelle developed across those institutions — lessons in portfolio construction, risk management, and manager selection that shaped how she thinks about capital…
Global uncertainty is creating new risks and opportunities. Julia Hermann and Michael LoGalbo discuss how tariffs, energy pressures, and regional policy shifts are shaping international markets, and why global exposure can complement, rather than compete with, U.S. returns.
As CIO of the Kansas State University Foundation, Paul explains how disciplined asset allocation, thoughtful manager selection and strong governance create resilient long-term results. The conversation explores endowment investing, private markets, hedge funds, portfolio construction and the importance of building a decision…
In this Asset TV interview, BlackRock’s Jamie Forbes and STOXX’s Arun Singhal reflect on how multifactor investing has evolved through changing market conditions.
Steve Eisman sits down with Adrian Wooldridge, journalist and co-author of Capitalism in America with Alan Greenspan, to mark the 250th anniversary of American independence with a sweeping tour of U.S. economic history, from the Hamilton vs. Jefferson debate that shaped the country's trajectory, to the causes of the…
Apex Group's upcoming webinar brings together technology, operations, and regulatory experts to explore where AI is creating measurable value and the practical challenges private credit firms face as they scale. The discussion will examine why clean, connected, and accessible data has become the foundation for successful AI…
Memory has been one of the strongest corners of the semiconductor industry, and strong returns invite hard questions. In the second part of this series, equity analyst Shan Rui Yeo examines the main risks to the memory thesis: rising competition from China's CXMT and YMTC, the technologies that could reduce AI's…
Explore Nuveen's latest Private Capital Call episode featuring KBRA's Chief Rating Officer, Bill Cox, and Head of Default Research, Eric Rosenthal, unpacking 2026 private credit default forecasts, why recovery rates are declining and what investors should know about separating market noise from data-driven analysis…
What’s driving growth in ETF usage among insurers to all-time highs? S&P DJI’s Anu Ganti and Nick Didio share key takeaways across asset class, company size and geography from their latest research, “ETFs in Insurance General Accounts – 2026.”
Private equity access is expanding. On Market Matters, Sarah Hirsch shares webinar excerpts with Jeremy Held, CFA, of Bow River Capital on evergreen funds, liquidity, and lower middle market opportunities.
Higher yields have created a stronger foundation for bond investors. Andrew Balls, CIO Global Fixed Income, discusses why actively managed global bonds may offer compelling opportunities for income, diversification and resilience.
Although inflation risks have moderated, they have not disappeared. Central banks around the globe are increasingly debating rate hikes. The Fed is expected to remain on hold, but policy risks remain skewed toward hawkish outcomes.
On the No Cap podcast, Soultana Reigle, Head of U.S. Equity and Senior Portfolio Manager for U.S. Value-Add Strategies, discusses where PGIM is focused across geographies and sectors and why today's real estate market demands a highly selective approach.
In an era of AI, data centers and electrification, rising power demand presents a range of challenges and investment opportunities across the energy sector. Bottlenecks in the supply chain, such as the backlog in gas turbine production, have grabbed headlines while the power-hungry digital infrastructure buildout lifts energy…
Market complacency, the focus on AI, and potentially overlooked opportunities around electricity generation all suggest there might be more rebalancing to come.
What's shaping today's ABS market? Record issuance, credit trends in subprime auto, and the growing influence of AI and data centers. Listen to securitized trader Mike DeFlorio to learn more!
