Private equity was long the preserve of endowments, pensions, and the ultra-wealthy, but the line between public and private markets is blurring. Private investments portfolio manager Peter Lieu and institutional portfolio manager Kevin Minas explain why companies are staying private longer, how secondaries and continuation…

What role should global fixed income play in portfolios today? Join MFS Co-CIO of Fixed Income Pilar Gomez-Bravo as she discusses the benefits of diversification and how investors can navigate evolving global risks.

Principal Asset Management's quarterly investment outlook highlights the themes and investment implications for the period ahead.

Canadian investment-grade bonds returned roughly negative 3% in the third quarter of 2026, while stock markets in many parts of the world ended September at or near all-time highs.

Private credit has become one of the fastest-growing asset classes within global capital markets. As markets continue to scale, the need for timely, transparent and granular benchmarks increases as market participants seek to better understand performance, risk, valuation trends and changing market dynamics. Register now to…

Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund responsible for the retirement security of 346,000 teachers. This conversation discusses OTPP’s total portfolio strategy, including the balance of top-down asset…

A municipal portfolio shouldn’t be judged by how neatly it fits into a box. It should be judged by what it delivers. Today’s municipal market is giving investors more to work with. Higher starting yields, greater dispersion, and meaningful differences in relative value across the curve, credit spectrum, and sectors have created…

What if the investing approaches that defined the past decade are less suited to the next? David Polak explores why investor objectives, risk considerations, and market dynamics may strengthen the case for active management.

As guaranteed income solutions become more accessible in retirement plan design, investors and plan sponsors are increasingly evaluating the implications for asset allocation and portfolio construction.

Key takeaways across asset class, company size and geography from “ETFs in Insurance General Accounts – 2026".

On this episode of Private Capital Call Igor Baranovski of PenSam discusses private credit portfolio construction, credit stress, liquidity risk, AI due diligence and investing through market uncertainty.

Every technological revolution creates ripple effects far beyond its obvious epicentre, and artificial intelligence (AI) is no exception. In this fireside chat, Mobeen Tahir, Pierre Debru and Elvira Kuramshina discuss how AI has become connective tissue running through the wider economy, touching physical AI and robotics,…

Apex Group's upcoming webinar brings together technology, operations, and regulatory experts to explore where AI is creating measurable value and the practical challenges private credit firms face as they scale. The discussion will examine why clean, connected, and accessible data has become the foundation for successful AI…

The Q3 reconstitution of the Morningstar Market Indexes reflects an evolving market shaped by new entrants, shifting company sizes, and changing Growth and Value characteristics.

A changing market environment is putting greater emphasis on selectivity. Julia Hermann and Sarah Hirsch unpack key takeaways from New York Life Investment Management’s 2026 Global Investor Summit, from AI investment and higher yields to evolving risks across markets.

The capital allocation framework is based on the idea that companies need to invest in their businesses at a high rate of return in order to really create intrinsic value over time and to essentially improve their stock price, and become more valuable.

In this episode of Unearthed, hosts Joe Cavatoni and John Reade unpack gold's push toward $4,400/oz, as softer U.S. economic data clouds the outlook for further Fed rate hikes.