Bin Shi explains how his team is positioning for potential positive market catalysts.

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.

Webinar: 04 October 2023, 10am ET

Join Roger Aliaga-Díaz, Ph.D., Vanguard Chief Economist for the Americas and Global Head of Portfolio Construction, and Andrew J. Patterson, CFA, Senior International Economist, for a live discussion on:

• Where the global economy and capital markets might be headed…

Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board.

What do emerging markets look like without China? Derrick Irwin, portfolio manager with the Intrinsic Emerging Markets Equity team, and Joseph Dore, head of International Consultant Relations, discuss the emergence of EM (emerging markets) equity ex China.

A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

In our latest CIO call, we look at how the latest spate of central bank of decisions and commentary is likely to shape the investment landscape.

How should investors allocate assets today to set up for future success? Mo Haghbin, Head of Investment Solutions at Invesco discusses opportunities in today’s challenging markets and why he believes a balanced, diversified long-term approach to asset allocation is so important. He shares his thoughts on the resurgence of…

Autumn made a hasty arrival to Europe in mid-September and it was accompanied by a multitude of monetary policy meetings. The current tightening cycle has seen plenty of interest rate hikes. But this new round of meetings show how central banks appear undecided on their next steps in light of the mixed signals coming from…

Increasing market expectations for U.S. earnings growth over the next two years have backed large-cap equities. Chief Investment Strategist for North America Chris Shipley examines the assumptions underlying earnings estimates and why the market may be in for disappointment.

What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European large-cap equities, talks to Andrew Craig, Co-Head of the Investment Insights Centre, about her team’s longstanding approach. Valerie explains the importance of taking a close look at quality…

Oil markets may face significant undersupply in Q4 this year, suggesting a bullish outlook for prices. The supply of oil, and energy as a whole, is expected to be tight in the upcoming quarter.

Consumer spending, which accounts for about 60% of U.S. economic activity, has taken a few knocks but remains healthy overall.

A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

This conversation centers on the parallels between the world of running and how investors might consider positioning themselves across the yield curve today to run a successful race. Danny Sarnowski, portfolio specialist for the Plus Fixed Income team with Allspring Global Investments, and Abby Becker, consultant relations…

Kimball Brooker explains how uncertainty around Chinese economic growth has impacted global equity markets and why the Global Value team is maintaining a cautious outlook as the yield curve remains inverted.

Listen to the latest insights from experts at Robeco.

Divergences persist: U.S. resilience vs China weakness.

A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

After announcing a widely anticipated rate hike of a quarter point on Wednesday, the Fed keeps the market guessing about a September decision. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for.