Discover why a diversified, broad basket commodities strategy may offer a more comprehensive solution compared to single commodity allocations like gold. As one of the largest U.S. broad basket commodities managers, according to Morningstar, PIMCO provides expertise in seeking to maximize potential returns, hedge against…

Learn why robust risk management and scenario planning are critical to navigating the geopolitical risks – for policymakers and investors alike.

What companies outside of technology could benefit from AI-driven change and other secular growth themes?

Amy Flikerski, Head of External Portfolio Management at CPP Investments - the C$600bn Canadian state pension fund - joins Alan Dunne in this episode to discuss allocating capital to emerging and established hedge funds.

The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors, a broad range of maturities and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the…

Host Nicole Gehrig welcomes Dean Hand, Chief Research Officer at the Global Impact Investing Network (GIIN). They delve into the critical topic of impact investing, clarifying its definition amidst common misconceptions in the investment marketplace.

Listen in as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute, discuss the necessity of integrating sustainability departments within companies, particularly in collaboration with financial teams. The challenge lies in…

In our latest video, Stephanie Neal, Client Portfolio Manager for sustainable investing, discusses how transition investing works with Robeco emerging market investors Rob Schellekens and Thu Ha Chow.

What does playing poker have in common with trading stocks? A lot, according to these top Wall Street traders. From patience and bet sizing to managing risk and reading other players, top firms like Susquehanna use poker to help train new traders.

In the face of rapid economic changes and a shifting political landscape, investors need to consider how fiscal policies will influence the evolving investment outlook. Glenn Hubbard and Jason Furman, former Chairs of the Council of Economic Advisers under Presidents George W. Bush and Barack Obama, join PGIM Fixed Income’s…

Jens Peers, CIO – Mirova US, outlines themes, opportunities, and risks for sustainable equity investors around the globe.

In this 15-minute interview, Professor Werner discusses the global implementation of CBDCs, the crusade to eliminate cash, the push for negative interest rates, and how Bitcoin has paved the way for CBDCs!

Find out where MFS' Co-CIO of Fixed Income, Pilar Gómez-Bravo, sees the best opportunities across the fixed income universe as well as her thoughts on:

• how to balance the macro and geopolitical drivers ahead
• what central bank rate cuts mean for duration positioning
• how the easing cycle may…

Analyst Owen Hyde explains how the revolutionary impact of AI-driven change is becoming evident in most industries and is accelerating.

The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.

Asset managers are no longer boasting about their environmental, social and governance credentials after poor performance, greenwashing scandals and a political backlash in the US. So who killed the ESG party?

One definition of transition investing is it being a journey in the investment process, while sustainability is the destination. Emerging markets are at the forefront of this kind of transition, since they account for 65% of the world’s greenhouse gas emissions.

This episode of explores Fannie Mae's new Mission Index and Social Bond Framework for single-family RMBS pools.

Join Colin Reedie, Head of Active Strategies, and Matthew Rees, Head of Global Bond Strategies at LGIM, as they chat through the more volatile world of fixed income investing, where we are in the economic cycle and the outlook for active fixed income investing more generally.

Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation on optimal portfolio construction and makes a case for including commodities in portfolios.