In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.

‘Twas NYLI before Christmas… and the perfect moment to unwind with NYLI's final episode of 2025.

Listed real estate continues to trade at a discount to the broader equity market, while dividend yields have been steady at attractive levels. Does the sector offer sufficient investor appeal over the coming years?

Ray Dalio, founder of one of the world’s largest hedge funds, Bridgewater Associates, joins PGIM for a special edition of The Outthinking Investor.

This webinar replay features experts from Morningstar Indexes, PitchBook, and Stableton, a leading institutional investor in private markets, discussing the latest trends in secondary markets and addressing common questions about private market investing.

As schemes mature and cashflow needs intensify, many LGPS investors are looking for ways to generate income and access a broader range of fixed income opportunities with greater efficiency. MAC can help achieve this by combining diverse credit exposures within a single, flexible mandate.

In this episode of Unearthed, hosts Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, are joined by Allan Guild, Director at Hilltop Walk Consulting and long-time partner to the World Gold Council.

Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Economically, its reliance on agriculture, fishing and other nature-dependent activities add to its susceptibility, while rapid industrialisation and urbanisation further underscore the region’s need to put sustainability…

Surprisingly, Beethoven sets the tone in 2025’s last episode of this podcast series. Robeco's Arnout van Rijn and Peter van der Welle talk about the upbeat 2026 outlook for equities, the strange case of the Japanese bond yields and why investors might end up wrong-footed in the year to come.

Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. Interest rate cuts by EM central banks have added to factors benefiting this fixed income segment. Conditions can be expected to last into 2026.

Experts from equities, fixed income, real estate, alternatives, and more discuss where they see opportunities and risks in 2026.

U.S. mid-cap equities are often overlooked, but beneath the headlines of consumer weakness and market volatility, there’s a more nuanced story. Portfolio manager Jeff Mo shares a bottom-up perspective on resilient—though bifurcated—consumer spending, margin surprises, and a capital expenditure boom that extends beyond AI.

The State Street Risk Appetite Index declined by 0.09 basis points in November after being flat in October. This follows five months of strong positive risk appetite, signaling a sudden reversal.

From public to private credit, Group CIO Dan Ivascyn breaks down where value has re-emerged – and how disciplined selectivity and embracing complexity can help investors navigate the year ahead.

In this month's podcast, Amundi takes a longer view than usual, looking at its market convictions and investment views for the next 12 months.

Watch the Replay of Nuveen's latest webinar with Laura Parrott, Michael Massarano, and Randy Schwimmer.

As President Donald Trump approaches the one-year anniversary of his second term in office, the FT’s Chief Economics Commentator Martin Wolf, and Nobel prize-winning economist Paul Krugman sit down to discuss the U.S. economy and the state of American democracy. Are American consumers finally feeling the effect of Trump’s…

In this series, Colin Purdie, CIO - Public Markets at Manulife IM sits down with senior leaders from across the business to share perspectives on key themes shaping markets and portfolios today.

James Grant, legendary founder of Grant’s Interest Rate Observer, takes part in a wide-ranging conversation on cycles, interest rates, inflation, credit, the Federal Reserve, private markets, gold, and the future of investing. Grant brings five decades of historical perspective to today’s market extremes, explaining why this…

Economic growth in China has slowed over the past 2/2 years although Beijing has undertaken numerous fiscal measures to stimulate growth, encourage investment, prop up the property market and restore consumer confidence. What can investors expect in 2026?