Watch Roger Aliaga-Díaz, Ph.D., Vanguard Chief Economist for the Americas and Global Head of Portfolio Construction, and Andrew J. Patterson, CFA, Senior International Economist, conduct a live discussion on:

• Where the global economy and capital markets might be headed
• Why rates across the globe are…

What marks out companies set to flourish in the years ahead? Partner Tim Garratt highlights three characteristics – real-world problem solving, financial discipline and adaptability – in the latest episode of Short Briefings on Long Term Thinking

Daniel McCormack, Managing Director and Economist at Macquarie Asset Management, alongside Peter Durante, Managing Director and Head of Technology & Innovation at Macquarie Asset Management, will explore the future of electricity by focusing on its decarbonisation.

This in-depth webinar hosted by the Savvy team…

Join LGIM experts as they discuss the risks and opportunities facing investors seeking to gain access to Europe's energy transition, with a particular focus on wind, solar, battery storage and hydrogen infrastructure.

Discussion topics include:
 

• The focus on energy independence: how will this…

As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across developed and emerging markets. They also analyse what asset allocators are watching,…

Noah Weisberger, Managing Director, Institutional Advisory and Solutions at PGIM discusses the economic geopolitical, social, and market factors to consider for portfolio allocations in 2024 at a roundtable with host Jill Malandrino of Nasdaq TradeTalks.

Core infrastructure has experienced a step-change in investor interest in recent years. Even within infrastructure, which has been increasing its share of global investors' portfolios, core infrastructure has been one of the most rapidly growing segments.

Core infrastructure's high yield, defensive attributes, and…

This video features macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

This edition of the Cuts to the Chase podcast discusses debt and the potential economic ramifications. Featuring Guy Haselmann, Tom Smith, and Shan Ahmed.

In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and outlook for China, the U.S., the eurozone, the UK and emerging markets.

Markets are abuzz with the promise of artificial intelligence, but there also are concerns that the sprawl of related technology could sting via heavy demands on resources. Andrew Craig, Co-Head of the Investment Insights Centre, gets an update on this and other energy transition topics from Ed Lees, Co-Head of our…

Swaha Pattanaik sits down with Annalisa Usardi, Senior Economist at Amundi Investment Institute, and Bastian Drut, Head of Thematic Macro Strategy at CPR Asset Management, to discuss the transformative impact of AI and its implications for economies in the short and longer term.

In the current climate of rising premiums and inflationary pressures, the insurance industry faces significant challenges.

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

PGIM gathered a panel of investment experts from across its affiliates to examine the outlook for the global economy and monetary policy.

Listen to Jason Mitchell discuss with Rt. Hon. Chris Skidmore MP, former Minister and Chair of the UK Net Zero Review, about what’s at stake in the next general election for UK climate policy.

Dr. Peter Hayes uses the recently published Global Outlook report as a backdrop to establish why slowing global economic growth and heightened market volatility, the sharp rise in global interest rates over the past year has prompted a “reset” of real estate values. He also discusses the distinct and highly varied structural…

PGIM’s experts discuss the impact of banking stress, higher rates and economic uncertainty, exploring challenges and opportunities in the markets.

Macrobond is joined by experts exploring the driving forces behind Saudi Arabia's economic boom.

High interest rates and persistent inflation present challenges, but the high volatility environment may also present opportunities.