Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Geopolitics has been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in the Middle East escalate, it could lead to a sharp rise in oil prices, with negative consequences for inflation, economic growth, and risk assets.
A discussion with Polen Capital's portfolio managers on shifting global dynamics that have the potential to create compelling long-term investment opportunities beyond U.S. borders.
Underperformance of U.S. Treasuries and the dollar during recent market turmoil begs the question of whether the safe haven status of the United States, long taken for granted, will be as easily conferred in future times of trouble.
Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?
Using behavioral analysis and cycle-based modeling, Ron examines the S&P 500’s key psychological levels, global asset rotation trends, and the outlook for oil.
PGIM Fixed Income’s Chief U.S. Economist, Tom Porcelli, shares two key takeaways from the Federal Reserve’s June monetary policy meeting—having a patient stance as tariffs flow through the economy and the Fed's expectations for policy—and highlights his concerns about the labor market.
The oil price has taken center stage again, while investors still struggle with the question whether the U.S. dollar will continue to weaken. Washington’s big spending bill keeps the U.S. deficit decisively dicey and Europe ramps up defense spending. Tune in!
Marc Seidner, PIMCO's CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more.
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the fixed income instruments as a way to help fight climate change. Green bonds have also become a good indicator of a company’s behaviour as they encourage issuers to report on their carbon footprint…
How do global investors use the S&P 500 to better understand the performance and potential opportunity set in U.S. equity markets? S&P DJI’s Tim Edwards joins GCMA’s Michael Grifferty for a closer look at the role of the S&P 500 ecosystem in the global economy and how market participants are using the index icon…
Group CIO Dan Ivascyn helps investors unpack today’s market narratives around elevated government debt, risks to the U.S. dollar, and the importance of seizing opportunities beyond U.S. borders.
Robin Tsui, Gold Strategist for State Street Global Advisors in Asia Pacific, joins the Street Signals podcast this week to analyze market developments behind the surge in demand for gold over the past three years.
David Demeter helps manage Davidson College’s endowment, where he leads investments across hedge funds, venture capital, and private equity. Davidson is known for its barbell strategy — combining high-performing venture and niche private strategies like SBICs.
In this episode of Clipping Coupons, Head of Securitized, Dmitri Rabin, explains why indicators may be overstating the health of U.S. consumers and the economy.
Mark Rutherford, Co-Manager of Mawer’s Canadian large cap strategy, discusses the ongoing volatility in oil, the unique role of gold, the outlook for Canadian banks, and the potential impact of recent political changes. Mark also shares how the Mawer team is leveraging AI to enhance their investment process and decision-…
