Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Navigating the volatile landscape of geopolitics and its implications on emerging markets has become critical in this uncertain economic climate. In this episode, PGIM Fixed Income’s Cathy Hepworth, CFA, Head of Emerging Markets Debt, Mehill Marku, Lead Geopolitical Analyst, and host, Tom Porcelli, Chief U.S.…
Anticipating how financial markets might react to the US presidential elections is a tough call for investors. Mike Mullaney, Director of Global Markets Research at Boston Partners, gives some clear guidelines on the scenarios.
Henry Foy, Brussels Bureau Chief at the Financial Times, shares how the upcoming EU elections will likely mean a pivot towards defence for sustainable investors.
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…
Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling inflation and rising interest rates.
Interest in direct lending has exploded over the past few years. But with increasing pressures from traditional players and an uncertain macro environment, this episode asks; can private credit weather the storm?
In this episode of Enterprising Investor, host Mike Wallberg, CFA, interviews Robert Hagstrom, CFA, author of "The Warren Buffett Way," discussing insights from the recent Berkshire shareholders meeting and the evolution of Warren Buffett's investment s...
Mounting concern over the strength of the U.S. economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast.
In the face of escalating climate challenges, temperature alignment is taking center stage and helping to reshape climate-conscious investment strategies. In the first of a two-part series, we delve deeper into this innovative tool and its role in the low carbon transition, understanding the shift from excluding to backing…
Guests Barb Marder, CEO of the Employee Benefit Research Institute (EBRI); Brooke Masters, US financial editor of the Financial Times; and Josh Cohen, Head of Client Solutions for PGIM DC Solutions, offer fresh perspectives on the future of DC and DB plans in a higher-rate environment.
A growing number of governments and state agencies are turning to the green bond market to fund measures aimed at helping countries to adapt to and mitigate the effects of climate change or tackle issues such as social inequality. How can investors evaluate these bond issuers, considering their polices, but also the…
What does the future hold for finance? Research Fellow, Elham Saeidinezhad, explores the shift in global dollar funding from banks to non-banks and synthetic instruments.
This is an extraordinary time in global history. Over the next decade, it is projected that there will be $100 trillion dollars of new wealth around the world – created through human ingenuity, free markets, great ideas and capital and talent coming together. So says Andy Sieg, Head of Citi Wealth.
Jayesh Gandhi, Head of India Equities, tells Daniel Morris, Chief Market Strategist, in this episode of Talking Heads that the upbeat outlook for the large services sector, further domestic growth and the reallocation of Indian assets towards equities should underpin the market. Potential risk factors to monitor include…