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.

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.

Market volatility subsides, but risk managers assess sharp moves in stocks, bonds and currencies. The Street Signals roundtable discusses fiscal policy and asset repricing.

Steve outlines his view on global strategy for the next quarter and beyond.

BNP Paribas AM Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife.

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…

The State Street Risk Appetite Index improved slightly to sit completely balanced by the end of April, as investors weathered significant tariff-related volatility in their stance towards risk assets.

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…

As president of a family office, Scott Richland bought a sports team and gives advice on due diligence around sports investing. He also became Caltech’s chief investment officer for 14 years, where he inherited a business and raised its value from $10 million to $100 million. We also discuss the mortgage market, emerging…

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist at BNP Paribas AM about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the U.S.

Capital Markets Analyst Larissa Murray discusses Fisher Investment's outlook for eurozone equities. Key Points:

• Despite recent tariff-driven volatility, Fisher Investments expect eurozone stocks to continue outperforming global stocks as economic and political realities beat overly weak expectations.
• In…

The key topics in this podcast cover: a deep dive into Berkshire Hathaway’s culture and business model, how to estimate whether you’re in a secular peak, and why you may want to own a 10-year treasury over the S&P 500 over the next decade.

Against a backdrop of extraordinary global uncertainty, Amundi's 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica Defend, Head of the Amundi Investment Institute, and John O’Toole, Head…

The dominance of the U.S. dollar, economic sanctions, and tariffs on imported goods can all be leveraged to achieve political goals. Meanwhile, nations are laying out plans to increase defense spending—potentially altering the outlook for productivity, industrial activity, and economic growth.

This quarter-end update discusses factors that impacted the Focus Growth Portfolio and what our portfolio managers see as long-term opportunities ahead.

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.

Michael Howell, CEO of CrossBorder Capital and author of Capital Wars, breaks down why global liquidity—not interest rates—drives markets, and warns of a looming $70 trillion debt refinancing wall that could trigger a systemic financial crisis between 2025–2028.

Christoph Trebesch of the Kiel Institute for the World Economy & Cathrin Mohr of Bonn University talk to Tim Phillips about how economists can collaborate with other disciplines to find fresh insights in this under-researched discipline.

The Analyst View is a podcast series that offers concise, investment centric dialogues. In each episode, Capital Group's analysts bring focused discussions on sectors and themes shaping the investment landscape, straight to the point conversations designed to provide you with the knowledge you need.