Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? Is an overweight position in equities versus bonds still appropriate, including a preference for U.S. equities, and particularly technology stocks?
Geopolitical shifts are forcing many investors to rethink their regional allocation. This sets up an opportunity for European stocks. Already, they have outperformed U.S. stocks by a good margin. We believe there is more to come as the continent starts to spend big on its own capabilities and embarks on reform.
Grover Burthey, Portfolio Manager, and David Crane, Executive Chair of Generate Capital and former Under Secretary for Infrastructure at the U.S. Department of Energy, discuss key challenges and breakthrough opportunities in energy investing, emerging technologies, and closing critical financing gaps in renewables.
Institutional investors have not been as broadly optimistic as they are today since the announcement of a COVID-19 vaccine. It suggests they are becoming immune to policy uncertainty or at least believe such uncertainties have peaked.
Capital markets have entered a regime where traditional signals no longer offer conviction, and consensus views—on inflation, growth, policy, and even risk premia—are diverging rather than converging. Rate expectations shift week to week, inflation data remains volatile, and geopolitical realignment is influencing flows and…
For decades Germany was allergic to debt. But new chancellor Friedrich Merz has - unexpectedly - loosened the country’s constitutional debt brake, injecting hundreds of billions of euros into the armed forces and infrastructure.
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, unpack the latest macro trends and data influencing the gold market – from shifting investor sentiment and mixed U.S. economic data, to renewed tariff tensions and policy unpredictability.
In this episode equity analyst Dominic Drzazga discusses the current state of Canadian small caps, highlighting how geopolitical volatility creates both challenges and opportunities. The conversation covers recent portfolio additions including Sprott's precious metals trust and Kraken's underwater robotics…
Actively managed exchange-traded funds (ETFs) go beyond replicating a benchmark index. So how do managers of active ETFs decide which investments to go for? How do they make choices such as the addition of ESG considerations to their selection criteria?
In his latest video series, Colin Purdie, CFA, Manulife IM's CIO of public markets, offers valuable insight to help investors navigate both uncertainty and opportunity in today’s dynamic market landscape.
Why are actively managed core bonds attractive today? PIMCO portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.
Hear Erin Patterson, BNP AM's global Co-Head of Research and Strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.
