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…

PIMCO President and Global Head of Credit Research Group, Christian Stracke, shares his insights at this year’s Milken Institute Global Conference.

Justin Anderson, Mawer’s Chief Technology Officer, sits down to discuss the evolving “build-in vs. build-out” technology framework.

In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems.

In this webinar, our panellists discuss the impact of generative artificial intelligence on the global economy and in investment markets. First, by exploring lessons learned from historical technology shifts. Second, by outlining the breakthrough differences of this innovation and how it could deliver dramatic economic gains…

During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on navigating economic changes in autumn, moderated by Swaha Pattanaik, Head of Publishing and Digital Strategy at Amundi Investment Institute.

Which sectors and factors have shown the strongest performance trends through recent market shifts? S&P DJI’s Ben Vörös joins Anu Ganti to explore the potential of indices to help market participants address concerns around concentration and unpack performance highlights from the first half of 2025.

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? Is an overweight position in equities versus bonds still appropriate, including a preference for U.S. equities, and particularly technology stocks?

Robeco's Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacing dividends.

After an episode of extreme, headline-driven volatility in April, financial markets have shifted to docility in May.

In this episode of The Market Measure, S&P Dow Jones Indices explores whether the S&P 500’s positive performance in 2025 may signal it’s time to look at equities elsewhere.

This episode of The Outthinking Investor covers the opportunities, challenges, and security considerations at play amid rapid innovation in AI and a global battle for technological supremacy.

Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations get ahead, it's a different story. Fundamentals can't just run faster or jump higher. So it's expectations that need to take a knock, dragging share…

Chris Hart, Portfolio Manager at Boston Partners, discusses what it takes to invest successfully in a world of hype, hyperbole, and very limited forward visibility.

Jennison’s Dmitri Rabin gives an in-depth review of structured assets, including trends in real estate, government policy, consumer health, and the economy.

Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?

Join Fisher Investments’ Senior Vice President of Research & Investment Policy Committee Member, Michael Hanson and Capital Markets Team Leader Paige Tyson for thought-provoking analysis and timely perspectives on investment opportunities for the year ahead.

In this month’s Macro Minutes video, Fisher Investments Capital Markets Team Leader Charles Dornbush, analyzes the key political drivers in the U.S. and Europe expected to influence markets in 2025.

What trends are the latest thematic indices tracking and what’s powering these innovative tools? S&P Dow Jones Indices’ Ari Rajendra and Vidushan Ragukaran discuss how S&P DJI is leveraging AI, machine learning and NLP to innovate and track dynamic industries and emerging trends.

On Thursday 13th February, we held our call dedicated to Amundi's Responsible Investment Views 2025. Our experts Vincent Mortier, Elodie Laugel and Timothée Jaulin, discussed the key trends to watch in 2025 and beyond, along with their implications for investors.