Suddenly, bond markets matter again. And in periods of volatility there are always kernels of change - in this case, one that fixed income investors have spent years waiting for. This month’s Fidelity Answers podcast makes the case for a different reading of investment in interest rate returns.
Canadian equity portfolio manager ,Vijay Viswanathan, and fixed income portfolio manager, Crista Caughlin, examine what the latest tariffs, and last month’s Canada Investment Summit, mean for portfolios.
A municipal portfolio shouldn’t be judged by how neatly it fits into a box. It should be judged by what it delivers. Today’s municipal market is giving investors more to work with. Higher starting yields, greater dispersion, and meaningful differences in relative value across the curve, credit spectrum, and sectors have created…
Liquidity provision is entering a new era. In this week's Market Matters, Julia Hermann and Sarah Hirsch explore the changing architecture of global liquidity, what this shift means for financial stability, and why investors may need to rethink liquidity management across their portfolios.
Suddenly, bond markets matter again. And in periods of volatility there are always kernels of change - in this case, one that fixed income investors have spent years waiting for. This month’s Fidelity Answers podcast makes the case for a different reading of investment in interest rate returns.
Suddenly, bond markets matter again. And in periods of volatility there are always kernels of change - in this case, one that fixed income investors have spent years waiting for. This month’s Fidelity Answers podcast makes the case for a different reading of investment in interest rate returns.
Global credit analysts Sandro Morassutti and Marty Lee discuss the debt funding the AI build-out, the credibility of the Fed and the U.S. government, and fiscal and geopolitical pressure.
On this episode of Private Capital Call Igor Baranovski of PenSam discusses private credit portfolio construction, credit stress, liquidity risk, AI due diligence and investing through market uncertainty.
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape.
The continued rise in consumer prices will have multiple effects going forward, notes Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas, beyond the pressure it places on central-bank policy.
In this episode of Unearthed, hosts John Reade and Joe Cavatoni are joined by Dr. Robin Kolvenbach, CEO of Argor-Heraeus, a major precious metals refining company located in Mendrisio, Switzerland. Together they explore what responsible sourcing, traceability and sustainability mean in practice for the modern gold supply…
This webinar explores the durable trends shaping the global economy. How sustainable is the AI boom? Where are other opportunities emerging? What could it mean for positioning investment portfolios?
A changing market environment is putting greater emphasis on selectivity. Julia Hermann and Sarah Hirsch unpack key takeaways from New York Life Investment Management’s 2026 Global Investor Summit, from AI investment and higher yields to evolving risks across markets.
This webinar explores the durable trends shaping the global economy. How sustainable is the AI boom? Where are other opportunities emerging? What could it mean for positioning investment portfolios?
Steve Eisman discusses why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally drops. He also breaks down why he thinks high yields could result in a market correction, which company he is shorting, and what…
Emerging markets equity portfolio manager, Wen Quan Cheong, discusses what AI “pacing” means for chip demand, why inference and alignment could pick up what a slower training cycle gives back, and which parts of the semiconductor supply chain have the strongest structural tailwinds.
A conversation examining the evolving geopolitical and macroeconomic landscape, the impact on emerging markets, and what investors should be watching in the months ahead.
Join MFS Co-CIO of Fixed Income, Alex Mackey, as he examines the signals behind the Fed's recent rate hike and the opportunities and risks shaping U.S. fixed income markets.
Julia Hermann shares key themes from the newly released 2026 Megatrends report, exploring how the changing architecture of global liquidity could shape markets and investor portfolios.
