Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems.
Watch MacKay Shields’ panel of specialty fixed income experts discuss the current market landscape and considerations for investors amongst recent policy decisions and heightened volatility.
How are index innovations helping market participants address volatility and uncertainty? S&P DJI’s Anu Ganti and Calamos Investments’ Matt Kaufman discuss index-based approaches to defined outcomes.
Bianco unveils his "4-5-6" thesis: A long-term outlook where cash returns 4%, bonds 5%, and stocks just 6% — a far cry from the returns investors have come to expect.
In this discussion, Invesco's Kevin Grundy, Richard Chambers, and Jonathan Feldman explore the unique market environment over the past 12 months in the “value-add” space.
In this episode of The Market Measure, S&P Dow Jones Indices explores whether the S&P 500’s positive performance in 2025 may signal it’s time to look at equities elsewhere.
BNP Paribas AM's Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets.
Karan Phadke, portfolio manager for Mawer’s global small cap strategy, shares insights on how small caps are navigating trade policy volatility, the importance of proactive management, and Mawer’s unique approach to process improvement and AI integration in investment research.
PIMCO's CIO of Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why active management matters in credit markets today and how the current environment is creating key investment opportunities for high quality bonds.
Members of the Polen investment team discuss the generative artificial intelligence market and uncover some of the exciting opportunities currently found in the Polen Focus Growth and Global Growth strategies.
Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation.
Explore the insights and convictions of Amundi's global CIOs, along with analyses from various investment platforms and the Amundi Investment Institute.
Mawer's Global Equity Co-Manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during…
Our speaker is Myron Scholes who is the Frank E. Buck Professor of Finance, Emeritus at Stanford Graduate School of Business. Myron won the Nobel Prize in Economics for his groundbreaking work in Options Theory. I want to find out why uncertainty is core to both investing and finance theory.
How are U.S. tariffs affecting retail prices? Alberto Cavallo, co-founder of PriceStats, joins the State Street podcast to discuss his work measuring inflation trends and the impact of the “Liberation Day” tariffs.
Register to watch the exchange between Chad Phillips, the newly appointed Global Head of Nuveen Real Estate, and Jenny Du, Global Chief Operating Officer of Nuveen Real Estate as they discuss the future of the real estate market, the vision for the platform, and strategic growth priorities.
Peter is our Chief Global Strategist and Director of Research. Before joining BCA in 2010, Peter was a Senior Global Economist with Goldman Sachs. He began his career at the International Monetary Fund in program negotiations, surveillance, and research. He also helped produce the IMF’s flagship report, the World Economic…
