Global Equity: The Odyssey, the AI Trade, and Concentration Risk (Mawer IM)
This podcast examines what a wave of large IPOs means for capital allocation and cost of capital, and then turns…
Stock Selection and Analysis
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2026 Midyear Equity Outlook: The Market Is Narrow. The Opportunity Set Isn’t (Metlife IM)
MetLife Investment Management and PineBridge Investments now have more to offer as a top-tier global investment…
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Emerging Markets: Different Hats, Better Decisions, and Learning Faster (Mawer IM)
Emerging markets portfolio manager Wen Quan Cheong walks through how his team puts believability-weighted decision…
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