Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Equity research is a great career path in finance that combines understanding public markets, interacting with investors, and deeply researching industries. It is a career path with strong exit opportunities into hedge funds, corporate development, IR, and typically has a much better lifestyle than other front office finance…
Prechter, the visionary behind Socionomics and author of "Last Chance to Conquer the Crash," shares his insights on the patterns of social mood and their impact on various societal aspects, including the economy and stock market. A specialist in technical analysis, the conversation dives into the phenomena of…
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
Catastrophe bonds – the reinsurance debt instruments linked to natural disasters and one of the most profitable hedge fund strategies of 2023 – are in high demand right now. This episode of Long Story Short investigates why.
Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.
Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it’s all about the one-million-dollar question: is the bull market finally running out of steam?
Christophe L’Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approach to managing the C$11bn defined benefit pension plan. We discuss the high level Strategic Asset Allocation of the plan and also how the changed macro environment in recent…
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…
Rob Almeida is joined by Bill Gevov, MFS Senior Regional Consultant, in this podcast episode to discuss topics that are top of mind for many across the investment community, including the direction of interest rates, the impact of shifting global dynamics, and how investors may want to think about the effects of AI going…
On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. He expects money market rates to remain attractive relative…
While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.
What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum.
Suyi Kim, CPP's Global Head of Private Equity, shares their investment strategy, including their growing allocation to Asia and approach to the climate transition.
With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia…
Explore this analysis of the high-yield bond market with a focus on CCC-rated bond performance, the role of energy exposure, and the importance of active management.
Andrew Craig, Co-Head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs. These open the way for ETFs managed against…
How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.