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…

Join experts from LGIM Real Assets for a discussion on the potential opportunities of investing in the UK real estate market. Discussions will revolve around: A route map for investing in UK real estate: What we can learn from previous cycles; The investment landscape: Insights from today's transactions market; and Capital…

We are delighted to share our latest webinar for DB pension schemes in which Sonja Laud, LGIM CIO and Mark Johnson, Head of Institutional Clients, introduce our 2024 Solutions outlook.

A crucial element in the changing nature of private market investing revolves around data. Managers need to become more effective and efficient at managing, analysing, and reporting on the vast quantities of complex and unstructured data related to existing and prospective investments.

Improvements in these areas…

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

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.

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

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.

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

In the second episode of our Super Allocator Miniseries, we travel to Australia and explore the country’s sovereign wealth fund. Ben Samild, Deputy CIO of the fund, explains: their mandate and portfolio approach, how they select external managers, predicting the post-COVID macro environment, and currency and ESG…

In this episode, the CEO of the world's biggest educator-only pension fund discusses their allocation strategy and how it's evolving in 2023.

Aswath Damodaran is a Professor of Finance. This podcast covers why inflation is such a dominant force in today's market, the importance of narrative when valuing companies, and his contrarian thoughts on the future of ESG.

Published on 20th May, the founders of Bridgewater and GMO discuss the big risks they’re watching, including inflationary pressures, political conflict, asset bubbles, and climate change – and what investors can do to protect themselves. They discuss strong inflationary pressures, rising political conflict, asset bubbles and…

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?

Giulio Lombardo and Monica Defend, Head of Amundi Investment Institute, take a closer look at the reasons behind the recent market upsurge and whether we should expect a reversal soon. Also on an upward trajectory this month was gold. They discuss what’s been going on.

As we head towards the end of the first quarter, Ben Bennett, Investment Strategist APAC, examines the reasons behind equity and credit strength despite sovereign bond yields remaining relatively high. He also explains why, despite the Bank of Japan raising interest rates for the first time since 2007, the yen failed to…

Host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year.

In this insightful episode hosted by John Reade and Joseph Cavatoni from the World Gold Council, guest Karim Chedid, Head of EMEA Investment Strategy for iShares and a Managing Director at BlackRock, discusses the current macroeconomic environment.

Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if the US economy is running too hot.

Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions looks at the moves wealth managers were making going into the final quarter of 2023 and discusses where the focus is for 2024.