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, Steve Eisman delves into the intricate and often overlooked story of Apple’s manufacturing evolution over the past two decades, focusing on its deep entanglement with China.
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out? Where are interest rates heading?
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-…
Join Amundi's host, Swaha Pattanaik, as she sits down for her regular catch-up with Monica Defend, Head of the Amundi Investment Institute, to give its perspective on the markets, analyse the trends and share Amundi's investment views for the weeks ahead.
Amid market doubts over the U.S.’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, BNP Paribas AM's Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.
From cautious investors seeking benchmark-like profiles to those chasing higher returns, active quant can flex to fit. Robeco explores how it complements both fundamental and passive approaches, and how customization makes all the difference.
Airlines represent one of the most challenging and complex industries in today’s economy. With thousands of flights moving people and cargo around the world every day, airlines manage a “complicated logistical dance,” as Oscar Munoz, United Airlines’ former Chairman and CEO, reports in this episode of The Outthinking…
The financial sector has been one of the leading contributors to S&P 500 returns this year. Within it, banks may be a compelling opportunity. Bank CEOs highlighted three recurring themes in their first quarter earnings reports.
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 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.
In this excerpt from an exclusive interview, Nobel laureate Professor Robert Shiller delves into the concept of U.S. exceptionalism, tracing its origins to historical figures like Benjamin Franklin and Alexis de Tocqueville. Shiller discusses how this narrative has shaped perceptions of the U.S. as a land of opportunity for…
Join Fisher Investments’ Senior Vice President of Research & Investment Policy Committee Member, Michael Hanson and Capital Markets Team Leader Paige Tyson for thought-provoking analysis and timely perspectives on investment opportunities for the year ahead.
Join Peter Lampert, Portfolio Manager of Mawer's Emerging Markets strategy, as he takes you on a journey from Polish meat counters to UAE boardrooms, revealing how a disciplined bottom-up approach uncovers extraordinary opportunities in overlooked markets.
From the 1950s onwards, the foundations of investment consulting were laid, as pension funds and institutional investors sought professional guidance on asset allocation and portfolio management.
While many economists may find it reassuring that even the most advanced artificial intelligence appears unable to foresee President Trump’s next decisions on tariffs, not knowing what’s coming next does not really help investors.
