Market turbulency remains, and where the U.S. dollar acts as a safe haven, gold clearly doesn’t this time around. Central banks sit on the fence, hoping the inflation increase caused by the war in Iran will be transitory. Oversold stocks recover, while overbought stocks take a punch on the chin.

Ulrik Fugmann, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about recent ‘tectonic’ shifts such as Europe’s Strategic Infrastructure Investment Fund and the possibility of U.S. wind and solar tax credits being reinstated.

Daleep Singh welcomes Kurt for an in-depth look at the U.S.-China relationship and the Iran war’s implications for Asia-Pacific. Speaking in front of a live audience, they also discussed how geopolitical shifts are reshaping economies, strategic leverage lurking in critical supply chains, and the outlook for Japan.

Can Beijing's new economic blueprint deliver in an era of deflation, demographic decline, and technology warfare?

Global markets are adjusting to disruption at key trade choke points as volatility remains elevated. With risks skewed to further escalation, senior members of our investment team assess the implications for growth and inflation and highlight the benefits of diversification, selectivity and flexibility in an uncertain…

Global markets are adjusting to disruption at key trade choke points as volatility remains elevated. With risks skewed to further escalation, senior members of our investment team assess the implications for growth and inflation and highlight the benefits of diversification, selectivity and flexibility in an uncertain…

This podcast covers Jeremy Grantham's framework for identifying and navigating market bubbles, career risk, and the current AI investment boom, and close with his essential philanthropic work to change the trajectory of the environment alongside the investment strategy he deploys in his Foundation.

Daleep Singh catches up with Brad Setser, Whitney Shepardson senior fellow at the Council on Foreign Relations and former senior adviser to the U.S. Trade Representative, to gather his perspectives on how entrenched imbalances are translating into strategic leverage between economic powers. They explore the world’s financial…

Vaughan Nelson CIO and CEO Chris Wallis discuss the implications of the evolving conflict in Iran for capital markets as well as the AI-related software sell offs and recent developments and issues in private credit.

Explore what the crisis in the Middle East may mean for markets and economies.

Markets have remained relatively calm, but the U.S. conflict with Iran has raised the stakes for the global economy.

In this episode, global equity portfolio manager Paul Moroz examines how investors can navigate a market increasingly shaped by conflict, shifting narratives, and wider ranges of possible outcomes. He begins with the recent escalation in the Middle East and the market’s relatively measured response, then considers the second…

The war in Iran has shaken markets and is threatening the stability of the global economy. As energy prices surge and the news flow comes thick and fast, this month’s host, Silvia Di Silvio, speaks to Monica Defend, Head of the Amundi Investment Institute, to hear her thinking on the crisis and how it is changing Amundi…

Could AI transform our economies to produce explosive growth? Most economists are skeptical at best. Anton Korinek of the University of Virginia, leader of the CEPR research policy network on AI, thinks the threshold is closer than those models suggest.

Volatility in financial markets has made money market funds a preferred asset allocation tool.

If the data is holding up, why are markets hesitating? Michael LoGalbo breaks down three forces driving market outcomes in 2026, and the key risk that could upend the outlook.

In this episode Andrew Balls, CIO of Global Fixed Income, and Christan Stracke, PIMCO President, explore how the current Middle East turbulence is shaping inflation pressures, interest rate expectations and market volatility across developed and emerging economies.

In this episode of CIO Perspectives, host Sid Ahl speaks with Kif Hancock, International CIO, and Campbell Donley, CIO Investment Analyst, about the sharp market reaction to AI, the so‑called AI Death Star and the recent pressure in private credit — and how today’s volatility is creating opportunity.

Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset class offers.

Several international companies are eyeing Morocco's vast solar and wind resources to produce and export energy. The new investment could boost Morocco's economy and labor market. But what is it like to try to start an energy industry from scratch - and who is the energy really for?