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…

What marks out companies set to flourish in the years ahead? Partner Tim Garratt highlights three characteristics – real-world problem solving, financial discipline and adaptability – in the latest episode of Short Briefings on Long Term Thinking

This episode of the All Angles podcast features Genevieve Gilroy, sector lead for semiconductors and consumer staples at MFS. Genevieve describes the challenges and opportunities in the semiconductor space and explains why valuations matter when navigating the AI hype cycle.

Geoff Dailey, Head of US and Global Thematic Equities, notes small caps are attractively valued relative to large caps which have been experiencing several months of solid gains, led by a number of US tech giants.

With significant repricing across all commercial real estate (CRE) sectors, normalizing rent growth, and rising expenses, it’s time to revisit and reassess the CRE space. Listen to our thoughts on the CRE market today, implications for the banking sector, and risk factors we’re monitoring.

Thinking back to the first quarter of last year, sentiment for China investing post pandemic was remarkably positive. The upbeat mood unfortunately did not last and stocks mostly fell after spring, leaving investors frustrated for the rest of last year and dispirited as we entered 2024.

Swaha Pattanaik sits down with Annalisa Usardi, Senior Economist at Amundi Investment Institute, and Bastian Drut, Head of Thematic Macro Strategy at CPR Asset Management, to discuss the transformative impact of AI and its implications for economies in the short and longer term.

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…

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…

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.

Why time in the market is fundamental when looking beyond the 2023 U.S. big tech rally.

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…

Episode 3 of The Outthinking Investor digs deeper into the future of medical innovations and how consumer behavior could change with the rise of weight-loss drugs. Guests include: Daniel Matviyenko, Managing Director and Portfolio Manager for Jennison’s healthcare strategies; Scott Swanson, Principal and Credit Analyst at…

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.

Polen Capital Portfolio Managers Dan Davidowitz and Steve Atkins unpack the investment and public health opportunities they see in the emerging class of GLP-1 drugs.

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…