Mark Rutherford, Co-Manager of Mawer’s Canadian large cap strategy, discusses the ongoing volatility in oil, the unique role of gold, the outlook for Canadian banks, and the potential impact of recent political changes. Mark also shares how the Mawer team is leveraging AI to enhance their investment process and decision-…

Join Amundi's host, Swaha Pattanaik, as she sits down for her regular catch-up with Monica Defend, Head of the Amundi Investment Institute, to give its perspective on the markets, analyse the trends and share Amundi's investment views for the weeks ahead.

Airlines represent one of the most challenging and complex industries in today’s economy. With thousands of flights moving people and cargo around the world every day, airlines manage a “complicated logistical dance,” as Oscar Munoz, United Airlines’ former Chairman and CEO, reports in this episode of The Outthinking…

How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out? Where are interest rates heading?

In this episode, Steve Eisman delves into the intricate and often overlooked story of Apple’s manufacturing evolution over the past two decades, focusing on its deep entanglement with China.

Fidelity Investments shares their observations and analysis of domestic and global market trends.

The financial sector has been one of the leading contributors to S&P 500 returns this year. Within it, banks may be a compelling opportunity. Bank CEOs highlighted three recurring themes in their first quarter earnings reports.

Amid market doubts over the U.S.’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, BNP Paribas AM's Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.

That is the perspective of David Rolley, Co-Head of the Global Fixed Income Team at Loomis Sayles who has worked in markets for more than 40 years.

In this excerpt from an exclusive interview, Nobel laureate Professor Robert Shiller delves into the concept of U.S. exceptionalism, tracing its origins to historical figures like Benjamin Franklin and Alexis de Tocqueville. Shiller discusses how this narrative has shaped perceptions of the U.S. as a land of opportunity for…

Join Peter Lampert, Portfolio Manager of Mawer's Emerging Markets strategy, as he takes you on a journey from Polish meat counters to UAE boardrooms, revealing how a disciplined bottom-up approach uncovers extraordinary opportunities in overlooked markets.

Join Fisher Investments’ Senior Vice President of Research & Investment Policy Committee Member, Michael Hanson and Capital Markets Team Leader Paige Tyson for thought-provoking analysis and timely perspectives on investment opportunities for the year ahead.

Ben Harrison, Portfolio Manager of the Fidelity High Income Fund, discusses the returns of the high yield market in Q1 2025.

PIMCO President and Global Head of Credit Research Group, Christian Stracke, shares his insights at this year’s Milken Institute Global Conference.

While many economists may find it reassuring that even the most advanced artificial intelligence appears unable to foresee President Trump’s next decisions on tariffs, not knowing what’s coming next does not really help investors.

In this episode of Macro Microscope, Indrani De and John Dioufas explore gold’s role in uncertain markets.

In this episode of the Unearthed podcast, hosts John Reade and Joseph Cavatoni are joined by Reinhard Cluse, Chief European Economist at UBS. In this conversation, they explore the shifting dynamics of Europe's economy and the potential outlook for the months and years ahead.

The high yield bond market has rebounded from April’s tariff-driven sell-off, with U.S. spreads having tightened and European yields holding steady. Sander Bus and Christiaan Lever discuss the present market environment.

In this excerpt from an exclusive interview, Nobel laureate Professor Robert Shiller joins DoubleLine’s Jeffrey Sherman to explore the historical and modern narratives surrounding automation, artificial intelligence, and labor markets.

Jason Steiner, PIMCO Portfolio Manager, Asset-Based Finance, discusses the continued growth in asset-based finance (ABF) at this year’s Milken Institute Global Conference, including how PIMCO approaches this broad market, where we see opportunities and risks, and how ABF can benefit investor portfolios.