Our conversation covers Howard's journey from his early days in finance to his current insights on the evolving credit landscape.

In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems.

BNP Paribas AM's Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets.

This episode of Fixed on ESG explores the pros, cons, shortfalls and opportunities when using Sustainable Development Goals as a framework for investing.

Technicals remain very strong as investors are chasing the nominal yields of the asset class. Fundamentally, Europe is expected to be supported by a large fiscal boost, notably in Germany.

U.S. equities experienced challenging backdrop in the first quarter of 2025 on the back of fears of an economic slowdown following the announcement of substantial tariff increases by the Trump administration.

In this episode, portfolio manager at Mawer Investment Management, Peter Lampert discusses international equities and the impact of tariffs on portfolio management.

In this video, Jake Weinstein, Senior Vice President of Asset Allocation Research at Fidelity Investments, examines major themes in global financial markets and presents his investment outlook for the second quarter of 2025.

Fragmented operations, rising costs, and regulatory pressure— the challenges facing transfer agency operations in the UK are clear. The good news? So are the opportunities. Join industry experts from State Street, ZILO, and River Global as they share how digital-first transfer agency solutions can streamline operations,…

The State Street Risk Appetite Index fell to -0.09 in March, as investors continue their retracement from risk assets towards a more cautious and defensive multi-asset stance.

Beth Duggan, Associate General Counsel, shares lessons from the battlefield of liability management exercises, which can help to inform a robust legal due diligence process.

Star Trek’s opening lines were potent. "Space: the final frontier. These are the voyages of the Starship Enterprise. Its mission: to boldly go where no man has gone before." But it’s actually here now!

Chris Wallis, CEO/CIO of Vaughan Nelson, discusses Trump’s tariffs and recent policy changes, along with the market volatility with Louise Watson.

Berenice Lasfargues, Sustainability Integration Lead, talks to Chief Market Strategist Daniel Morris about the features of this approach that seeks to invest in companies offering, for example, education tools for dyslexic children or affordable housing. Berenice notes that some investors dedicate allocations to impact…

Broad factor groups help explain long-term returns and, indeed, form the framework for quantitative stock selection models. In the fourth of this new series on Quant Investing Matthias Hanauer, Quant Researcher at Robeco, talks more about the perfect quant stock.

Watch Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, share timely insights on recent developments in the municipal bond market.

In Natixis Investment Managers 2024 institutional investor survey, 60% of Australian respondents said they were looking for new opportunities or areas of interest in private markets. One area which is certainly benefitting from this increased interest is Asset-Backed Finance (ABF).

This episode of Fixed on ESG by PGIM Fixed Income navigates how securitisation helps fund green assets, the challenges of measuring financed emissions, and the evolving regulatory landscape.

Dan Davidowitz, Co-Portfolio Manager of the Polen Focus Growth strategy, sits down with Rusty Vanneman, host of Orion's ''Weighing the Risks'' podcast, to discuss a wide range of investment topics and how advisors and investors can better navigate today's complex financial landscape.

Listen to BNP Paribas Asset Management's Water Strategy Portfolio Managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change. They will also address the growing need for ultraclean water for semiconductors and cooling applications for datacentres.