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…

James Choi, Professor of Finance at the Yale School of Management, to unpack one of the most important—and misunderstood—questions in personal finance: how much of your portfolio should be in stocks?

The Rational Reminder hosts reflect on 50 years of index investing and the profound impact it has had on financial markets, investor behavior, and the cost of investing. The episode features a panel moderated by Ben Felix at the New York Stock Exchange—hosted by Vanguard and S&P Dow Jones Indices—bringing together…

In a world where geopolitical tension, economic inequality, and technological change are all accelerating, what does it mean to be a long-term, bottom-up investor? In this episode, Portfolio Manager Paul Moroz explores how today’s regime differs from the post crisis “Pax Americana” era. Drawing on history - from Shakespeare to…

Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world. Stephen joined CalPERS eighteen months ago from a career spanning Wall Street, the IMF, and two of the most innovative sovereign…

If the data is holding up, why are markets hesitating? Michael LoGalbo breaks down three forces driving market outcomes in 2026, and the key risk that could upend the outlook.

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…

If you have money in an index fund, you are benefiting from Eugene Fama’s work. In this Extra Slice of The Pie, the Nobel laureate and “father of modern finance” reflects on a career that reshaped how trillions of dollars are invested, including his development of the Efficient Market Hypothesis, which provides the…

Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. This conversation explores the increasingly popular Total Portfolio Approach, Ashby’s perspective on the role of AI and data in the investment office of the future, including his work with Hoopit AI, a very cool…

S&P DJI’s Sue Lee examines the importance of the S&P 500 in the global equity opportunity set. She highlights key diversification and sector composition differences between notable U.S. equity and Korean benchmarks, and the challenges faced by active managers in the U.S. and South Korea to outperform this iconic…

The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...

Geopolitical risk is already shaping 2026.

Discover how FTSE Russell indices and green revenues data help investors access the fast-growing $8tn green economy and track performance in sustainable markets.

Ryan McAllister, Portfolio Manager, and Victoria Higley, Institutional Portfolio Manager share the team's thoughts on global equity markets and provide a quarterly update on the Global Equity Australian trust.

Explore what sets aside the S&P 500 indices when it comes to investing factors.

When optimism is priced in, discipline matters. Group CIO Dan Ivascyn explains how to avoid overreach in more sensitive areas and focus our income strategy on resilience, flexibility, and selective risk.

Learn about bonds and their potential benefits in a long-term portfolio.

PGIM experts examine how today’s data center build out is being financed and where the most compelling opportunities are emerging.

Philippe Faget, Head of Private Assets Solutions at VEGA Investment Solutions, presents this masterclass on the fundamentals of private asset investing.