With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia…

Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.

Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.

Prechter, the visionary behind Socionomics and author of "Last Chance to Conquer the Crash," shares his insights on the patterns of social mood and their impact on various societal aspects, including the economy and stock market. A specialist in technical analysis, the conversation dives into the phenomena of…

Explore this analysis of the high-yield bond market with a focus on CCC-rated bond performance, the role of energy exposure, and the importance of active management.

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…

What's next for Global Fixed Income? Find out, in this video interview, why at current yields, there is significant opportunity for high-quality fixed income to generate attractive total returns

How do investors price in geopolitical tensions? And with fewer than two U.S. interest rate cuts now baked into markets, is there any stopping the rise of the U.S. dollar?

Catastrophe bonds – the reinsurance debt instruments linked to natural disasters and one of the most profitable hedge fund strategies of 2023 – are in high demand right now. This episode of Long Story Short investigates why.

Our CIO, Head of Asset Allocation and Head of Economics discuss the market outlook, with a focus on the pricing of monetary policy.

The market for high-yield bonds is currently experiencing a wider dispersion between its highest and lowest-yielding securities. This trend reveals significant disparities in individual bond performances, presenting opportunities for targeted investment choices rather than broad, sector-based strategies. Precise and active…

This episode of The Outthinking Investor examines risk through the lens of alternatives. Experts discuss the challenges investors face in making the right decisions for their portfolios, taking a holistic view of diversification, and the role that alts can play in both managing risk and capturing opportunities that emerge…

In this video, Jake Weinstein, Senior Vice President of Research, examines major themes in global financial markets and presents his investment outlook for the second quarter of 2024.

Loomis Sayles portfolio manager, Andrea Dicenso, gives her outlook for fixed income–and explains where they are finding opportunity.

As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that…

Portfolio managers Mike Plage and Ford O'Neil discuss their outlook for bonds and how their investment process is designed to capture opportunities in the market.

Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, the gold price, yet another iconic brand struggling, and the seasonal effect on financial markets: will it be May-hem soon?

Why time in the market is fundamental when looking beyond the 2023 U.S. big tech rally.

Jon Levy, macro strategist at Loomis Sayles, gives his take on where the global economy and markets are headed.

In this episode of "Unearthed," hosts Joe Cavatoni and John Reade speak with Randy Smallwood, President & CEO of Wheaton Precious Metals to discuss the innovative streaming business model that has significantly influenced the precious metals industry.