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…

This emerging markets outlook special edition looks ahead to 2024. While a slowdown is expected in developed markets, emerging markets (EM) are likely to prove more resilient next year with the growth premium over developed markets continuing to widen.

A special edition of Amundi’s monthly Convictions podcast focusing on the outlook for developed markets in 2024. The theme of renewed global disorder has been a topic of conversation for some years, emerging from a convergence of ideological, economic, political and technological transitions. Swaha Pattanaik and Monica…

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

Join Bob Prechter for this special issue of the Elliott Wave Theorist, produced by The Society of Technical Analysts on November 14, 2023. Bob shares his observations on historic extremes in market sentiment, “bull markets in nothing,” and why news and “fundamentals” are a distraction.

Why investors must put the rise of ChatGPT and other generative AI in context.

Air conditioning is often an economic necessity. So how can investors keep it sustainable?

WTF is “Gammageddon”? What do 0DTE options have to do with it? Should I be fearful? Should I be greedy? We’re getting into all of it in this episode where we dig into just what zero days to expiry (0DTE) options are, who’s trading these things, who’s on the other side, and why (and why not) any of it could matter to…

During periods of sustained price rises in equities, we see tremendous market interest in measuring the "frothiness" of prices, both for the market overall as well as for individual sectors and countries. Robin Greenwood, George Gund Professor of Finance and Banking at Harvard Business School and academic partner…

Manish Gupta discusses his view on what is driving excitement around artificial intelligence (“AI”), and explains how the Global Value team analyzes and identifies potential opportunities and risks related to AI.

Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the Santa Claus rally, the US consumer, buy backs, AI and... politics.

Megatrends that extend across cycles, industries and sectors, such as innovation, disruptive technology and artificial intelligence, and the energy transition offer investors the potential to have a positive impact, contribute to sustainable outcomes and enhance investment returns.

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…

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…

Danielle DiMartino Booth, CEO and chief strategist at QI Research, returns to Forward Guidance to share her thoughts on May 3rd’s Federal Reserve’s meeting of the Federal Open Market Committee (FOMC) as well as the ongoing issues at several regional U.S. banks.

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.

All the asset markets seem to hinge on Jerome Powell’s remarks from one FOMC meeting to another. To understand this and more, I speak with Michael Howell, celebrated author of “Capital Wars: The Rise Of Global Liquidity”, and founder of CrossBorder Capital investment advisory.

Interest rates are rising; easy money is over; the cracks are showing. UK pensions were the first big explosion. FT experts and financial industry insiders examine where the next big threats to the global financial system lie and explain why when the tide goes out, we can see who is swimming naked.

George Noble's Twitter space is going viral in the global macro manager community. George is a former PM at Fidelity. He gathers some of the sharpest minds in the global macro community to dicuss market devlopments, dislocations, and strategy. The gilt discussion and UK pension funds starts at 40 mins. Ian Harnett (…