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.

PGIM brought together experts from its affiliates to discuss the interplay between public and private credit.

This monthly video series offers an updated analysis of State Street's institutional investor indicators.

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.

Our speaker is Myron Scholes who is the Frank E. Buck Professor of Finance, Emeritus at Stanford Graduate School of Business. Myron won the Nobel Prize in Economics for his groundbreaking work in Options Theory. I want to find out why uncertainty is core to both investing and finance theory.

Mawer's Global Equity Co-Manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during…

BNP Paribas AM Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife.

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

The State Street Risk Appetite Index improved slightly to sit completely balanced by the end of April, as investors weathered significant tariff-related volatility in their stance towards risk assets.

What are evergreen funds and what are their advantages in private markets? The team at Natixis Investment Managers share their thoughts.

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist at BNP Paribas AM about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the U.S.

How are financial advisors putting SPIVA data to work to help clients achieve their goals? S&P DJI’s Sue Lee joins Thriving Wealth’s John Cachia to dive into the most recent SPIVA Australia Scorecard and its practical applications for market participants.

How did S&P DJI’s indices perform in Q1? Why is Low Volatility attracting interest, and what else is navigating the trade trends successfully?

Explore the fifth episode of Outerblue Responsible Investing as Amundi experts discuss responsible investing and shareholder engagement strategies.

Against a backdrop of extraordinary global uncertainty, Amundi's 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica Defend, Head of the Amundi Investment Institute, and John O’Toole, Head…

In this new episode of Quant Street, Robeco Portfolio Manager Vania Sulman explains how the tracking error of an Active Quant approach is managed over the long term, and explains the process of overweights and underweights versus the benchmark. She also talks about how Active Quant differs from an enhanced-indexing approach…

Wonder what asset-based finance is all about? Elliot Mcilrath, Product Strategist, Alternative Credit, demystifies the exciting evolution in private credit.

This conversation unpacks Damodaran’s timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. From the ritualistic allure of the Berkshire Hathaway meeting to the pitfalls of factor 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.

The Analyst View is a podcast series that offers concise, investment centric dialogues. In each episode, Capital Group's analysts bring focused discussions on sectors and themes shaping the investment landscape, straight to the point conversations designed to provide you with the knowledge you need.