For decades, the United States has been viewed as a global economic hegemon, but recent fiscal and trade policies, and the rise of cryptocurrencies, could have a lasting impact on the country’s role in the global economy and trading system.

Private markets are no longer the exclusive domain of large institutions. Across Europe, regulatory reform, digital innovation, and investor demand are converging to democratize access to alternative investments. As frameworks like ELTIF 2.0 (European Long-Term Investment Funds), UCI part II (Undertaking for Collective…

Katharine Neiss, PhD, Deputy Head of Global Economics, reacts to the European Central Bank's September 2025 monetary policy meeting.

Maverick Capital Founder & Managing Partner, Lee Ainslie, joins David Rubenstein to discuss his long-term investment strategy, why fundamental research still matters in today's fast-moving markets and how his hedge fund is adapting to the rise of artificial intelligence.

Europe needs long-term, patient capital to meet its investment needs. Where is the money going and how can policymakers help?

Tim Sullivan recently retired from overseeing Yale University’s private market portfolios for 39 years.

What's next for AI in investing? In the final part of Robeco's AI summer course, it looks beyond the horizon. Discover how AI developments may redefine investment roles, strategy development, and asset classes, preparing investors and the industry for a future driven by innovation and technological evolution.

As CIO of Local Pensions Partnership, Richard is responsible for £27 billion in pension assets, The podcast explores inflation’s structural drivers, the quiet rise of fiscal dominance, and why some of the industry’s most comfortable assumptions no longer hold. It’s not about being contrarian - it’s about being clear-eyed.

John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) making it the 7th largest pension fund in the world. Ted and John discuss TPA and more.

Trusted data, AI-driven automation and a partner ecosystem will help define future success in asset management.

D1 Capital Partners Founder and Chief Investment Officer Dan Sundheim speaks to David Rubenstein about his hedge fund career, including the "painful" few weeks he shorted GameStop in 2021.

Private markets are evolving rapidly as tokenization reshapes how investors access, trade, and manage private equity assets. While the U.S. continues to explore regulatory clarity, Europe has already moved from theory to practice offering valuable lessons for institutional investors seeking efficiency, transparency, and new…

Joined by Sue Brake, former CIO of the Future Fund and Board member at NZ Super Fund and Stephen Gilmore, Chief Investment Officer at CalPERS, we unpack the practical and cultural changes required to implement TPA, from breaking down silos to fostering joined-up thinking.

In this episode of All the Credit, PGIM Fixed Income highlight the importance of central bank independence, particularly in the context of the U.S. Federal Reserve.

This episode of Fixed on ESG focuses on the economic role of property and casualty insurance as it relates to the increased frequency and severity of climate-related events.

There is no greater contrarian on Wall Street today than Peter Berezin. Peter discusses how his macroquant model, the product of years of work at places like the IMF and Goldman Sachs, has lead him to the most bearish of all strategist price targets on the S&P 500 Index and why he has the confidence in it to take such a…

Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors Seth Klarman and David Tepper, respectively.

This week, Wilfred Frost sits down with legendary investor and Bridgewater founder Ray Dalio to discuss the growing risks in global debt markets, the complacency he sees in bond pricing, and the warning signals beginning to flash.

Katharine Neiss, PhD, Deputy Head of Global Economics, reacts to the Bank of Japan's July 2025 monetary policy meeting.