Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
Independent analyst and Financial Times contributing editor Toby Nangle examines a structural shift in the UK’s asset backed defined benefit pension system.
Mawer explores the growing electricity demands of data centers stemming from artificial intelligence with Chris Silvestre, Analyst on the U.S. Equity Team. He shares insights from a recent research trip visiting data centers in Northern Virginia and discusses challenges around meeting power demands.
Global economies diverge and uncertainty prevails. Explore Outerblue Convictions H2 Outlook with insights from Monica Defend on building resilient portfolios.
Alberto Cavallo, State Street Associates academic partner, explores the drivers of inflation trends and their implications through the lens of PriceStats’ daily inflation series.
Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&P 500 sets all-time highs almost on a daily basis, surfing the AI hype. The number of stocks fueling the market rally is worrying though.
In this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Alfonso Ricciardelli, CFA, about alternative credit. Alfonso co-edited “An Introduction to Alternative Credit” for the CFA Institute Research Foundation. Mike and Alfonso discuss the motivation behind the paper and the importance of…
In this video, William Dinning, Chief Investment Officer, discusses the impact politics may have on markets in coming weeks and months. The recent European Parliamentary Elections have impacted markets; the UK election hasn't moved markets (yet). And nor has the U.S. election. We discuss the latter in some detail and…
In this episode Rob Arnott, Founder of Research Associates, discusses the growth/value valuation gap, inflation, the US fiscal deficit, Nvidia's record-breaking valuation, and more!
Jonathan Armitage, CFS Chief Investment Officer, discusses his recent trip to assess U.S. companies and the state of the U.S. consumer. He also looks at the likelihood of rate cuts over the remainder of 2024, the US Election cycle and the ongoing volatility of inflation data.
Manulife Investment Management’s Global Head of Institutional Colin Fitzgerald shares how nearly 40 years of experience has refined our understanding of natural capital’s potential for addressing critical environmental challenges, and why these long duration assets are a natural fit for insurance companies and pension funds…
Josh Lerner, State Street associates academic partner, discusses the implications of the private debt asset class taking on an increasingly significant role in investor portfolios.
Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe. He also discusses the upcoming U.S. Presidential election and its potential impact on Europe, as well as the tangible concerns of political risk that investors now face.
The aviation industry is under the sustainability microscope, with recent estimates finding that it contributes to 6% of total global warming. This episode of Fixed on ESG explores the role of Sustainable Aviation Fuel (SAF) in mitigating aviation's environmental impact, the contrasting policy approaches in the U.S. and…
In this first episode of FTSE Russell Convenes, Season 4, FTSE Russell welcomes Michael Brandt, Professor of Finance, Duke University at The Fuqua School of Business whose career on strategic and tactical asset allocation spans 25 years.
Neill Clark, head of State Street Associates EMEA, leads a panel discussion on the effect of AI on financial companies and its likely impact going forward.
State Street Associates academic partner Daniel Drezner explores the factors contributing to the upcoming election’s unpredictability and potential outcomes.