Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
In this video, Jake Weinstein, Senior Vice President of Research, examines major themes in global financial markets and presents his investment outlook for the second quarter of 2024.
As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that…
This edition of the Cuts to the Chase podcast discusses debt and the potential economic ramifications. Featuring Guy Haselmann, Tom Smith, and Shan Ahmed.
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…
Portfolio managers Mike Plage and Ford O'Neil discuss their outlook for bonds and how their investment process is designed to capture opportunities in the market.
What are the potential benefits of a passive approach to covered calls? S&P DJI’s Phil Brzenk and ProShares’ Simeon Hyman take a closer look at the S&P 500 Daily Covered Call Index, its performance, and why the index uses a daily approach vs. a more standard weekly or monthly approach.
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…
In this episode of the All Angles podcast, Pooja Daftary sheds light on calculating the financial materiality of natural capital for companies and offers practical ways for investors to integrate natural capital into an investment strategy.
A big reason for the historical outperformance in storage has been the demand drivers of storage, which tend to be lifecycle events—getting married or moving, the birth of a child, a climate disaster, divorce, or any life-changing event drives the demand for self-storage.
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.
This episode of The Outthinking Investor examines risk through the lens of alternatives. Today, investors must heed the lessons from volatile markets of the past and take stock of hidden risks that may reveal themselves as current market conditions evolve. What strategies can investors employ to mitigate downside risks in…
In this episode of "Unearthed," hosts Joe Cavatoni and John Reade speak with Randy Smallwood, President & CEO of Wheaton Precious Metals to discuss the innovative streaming business model that has significantly influenced the precious metals industry.
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, the gold price, yet another iconic brand struggling, and the seasonal effect on financial markets: will it be May-hem soon?
Listen to Jason Mitchell discuss with Lisa Braune, Neustark Head of Carbon Dioxide Removal, about why the world’s largest single waste stream—demolition concrete—is one of the secrets to carbon dioxide removal.
Rapid growth in renewable energy capacity is driving demand for long-distance transmission cables that can carry energy ashore from distant, deepwater wind farms, or transfer it between countries. But, as the FT’s Rachel Millard explains, analysts believe we could be facing a cable shortage by the second half of this decade…
This video features macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
In this episode of The Sustainability Story, host Andres Vinelli interviews Marcos Buscaglia, an economist and author of Beyond the ESG Portfolio: How Wall Street Can Help Democracies Survive. Marcos discusses the impact of capital markets on funding democracies and autocratic regimes, emphasizing the importance for…
How have S&P 500 Equal Weight Index’s exposures informed its performance over time? S&P DJI’s Hamish Preston and Invesco’s Nick Kalivas look under the hood at the features influencing S&P 500 EWI’s risk/return and explore what its expanding ecosystem, including sectors and futures could mean for its range of…
