With traditional fixed income still anchored near 4–5%, many investors face a persistent shortfall versus the higher income targets required to meet long‑term obligations. This gap has accelerated interest in structured‑income solutions that can efficiently convert equity market risk into predictable cash flows. Autocallable…

This webinar replay features experts from Morningstar Indexes, PitchBook, and Stableton, a leading institutional investor in private markets, discussing the latest trends in secondary markets and addressing common questions about private market investing.

Peter van der Welle and Co-Head of Investment Solutions, Colin Graham discuss the prospects for various asset classes and dig deeper into the findings of this 135-page report.

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

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.

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

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.

The accelerating adoption of artificial intelligence technology is transforming many sectors of the global economy with remarkable speed.

This episode of The Intangible Economy explores how AI, intangible assets, and unprecedented capital investment are reshaping the future of markets. Michael Mauboussin joins Kai Wu to break down why today’s AI expectations may be historically unmatched—and what that means for investors trying to assess risk, returns, and who…

In this episode, global equity portfolio manager Paul Moroz examines how investors can navigate a market increasingly shaped by conflict, shifting narratives, and wider ranges of possible outcomes. He begins with the recent escalation in the Middle East and the market’s relatively measured response, then considers the second…

Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, MFS Investment Management zooms out to consider how the massive capex expansion impacts corporate capital structures, ways to assess the differences between companies, and why cross-sector collaboration is key to building…

Is inclusive growth an underappreciated investment criterion when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business’s inclusivity matters when selecting investments. Shazaan Gaffoor, Investment Specialist for the Global Equity team, explains why to Andy Craig,…

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI…

In this episode, Mawer IM sits down with equity analyst Joshua Samuel to explore how artificial intelligence and large language models (LLMs) are fundamentally reshaping the nature of competitive advantages tied to data. Josh presents a comprehensive framework for evaluating data moats in the modern era, breaking down four…

Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter U.S. rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager at BNP Paribas Asset Management, discuss the…

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…

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?

Vaughan Nelson CIO and CEO Chris Wallis discusses the recent “aggressive” rally in equities, rising inflation and bond yields around the world and how Vaughan Nelson is managing portfolios through this volatile period.

Stock markets have been dominated by the energy and AI themes, centered around a tech-dominated U.S. market that some feel is overpriced. In the latest episode of our podcast series with Robeco’s investors, Chris Hart, Portfolio Manager of Robeco Boston Partners Global Premium Equities, explains how he finds pockets of value…