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…

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.

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 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…

Amid market doubts over the U.S.’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, BNP Paribas AM's Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.

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 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.

Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They explore how understanding both individual company dynamics and overall market changes can help in identifying investment opportunities and managing risks during volatile periods.

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.

How are index innovations helping market participants address volatility and uncertainty? S&P DJI’s Anu Ganti and Calamos Investments’ Matt Kaufman discuss index-based approaches to defined outcomes.

Mawer's Global Equity Co-Manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during…

Equity flows to exchange-traded funds diverged earlier this year, with outflows from U.S. ETFs but inflows to European, emerging market and China ETFs. More recently, flows have slowed as financial markets founder amid tariff news. Thematic ETFs are seeing continued interest, however, particularly defence sector ETFs. Within…

Dan Davidowitz, Co-Portfolio Manager of the Polen Focus Growth strategy, sits down with Rusty Vanneman, host of Orion's ''Weighing the Risks'' podcast, to discuss a wide range of investment topics and how advisors and investors can better navigate today's complex financial landscape.

Listen to BNP Paribas Asset Management's Water Strategy Portfolio Managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change. They will also address the growing need for ultraclean water for semiconductors and cooling applications for datacentres.

Outside developed markets, technology platforms are addressing huge unmet consumer needs through ecommerce and financial technology.

Find out what is driving the equity and fixed income markets and whether we can expect the current gold rush to continue.

IT is still a top spending priority for companies across most sectors, setting up a positive outlook for disruptive technology stocks in 2025, as Derek Glynn, Associate Portfolio Manager BNP Paribas AM, explains in this short video.

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.