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 the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
Despite research that shows outsourced trading gives firms a competitive edge, many have yet to take advantage of the opportunities this approach can provide. Join State Street’s Dr. Dagmar Kamber Borens, head of Global Markets Continental Europe and Kevin O’Connor, global head of Portfolio Solutions Sales, Global Markets,…
The investment implications from the U.S. election are beginning to come into focus following Donald Trump’s victory in the presidential race. In addition to the White House, Republicans are on track to take control of the Senate and possibly retain their majority in the House, clearing the way for a shift in policies that…
SpaceX made history in aerospace engineering when Starship’s booster was caught by two mechanical arms as it descended to the launch pad. From China and Russia, to NASA and Boeing, none of SpaceX’s competitors have been able to reuse rockets like SpaceX does. So what are SpaceX’s goals on its next test flight?
Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liability, and the highest actuarial expected rate of return (9%) of any company in the S&P 500. Despite funded status that…
Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.
Our CEO Ron O’Hanley shared his views on the major challenges and opportunities confronting the world economy and capital markets in 2025 and beyond during FII8 in Riyadh.
In this episode, Peter Lampert, lead portfolio manager of the International Equity Strategy, discusses the recent Chinese stimulus and its effects on emerging markets. He highlights key long-term risks in China, including weak sentiment, regulatory challenges, and geopolitical tensions, while emphasizing the potential of…
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out?
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new U.S. administration as well as further key interest rate cuts, what are the chances that U.S. equities will continue to stand out?
In this month’s First Eagle Alternative Credit update, Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler discusses what may potentially change supply and demand dynamics in the direct lending market and why retail investors should consider the long-term risk-return characteristics of an allocation to…
Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to Robeco's latest podcast episode with some Trump-endorsed beats.
The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would wish. In Europe, inflation may be on a path too low for the ECB’s comfort. Meanwhile, in China, disinflationary pressures are mounting. Whichever way you look at it, the US is the exception.
In the wake of the U.S. election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
We recently hosted our webinar, "US Elections 2024 Unpacked: Results, Reactions and the Road Ahead" where our expert panel, Anna Rosenberg, Head of Geopolitics at Amundi Investment Institute, Jonathan Duensing, Head of Fixed Income and Portfolio Manager, Amundi US, and Barry Glavin, Head of Equity Platform,…
In this episode of Unearthed, hosts John Reade and Joe Cavatoni discuss the latest gold market trends, reflecting on the U.S. election outcome, monetary policy, and China’s recent economic developments. They highlight record-breaking gold demand, central bank buying, and shifting global economic dynamics influencing gold…
Matt McLennan explains why rising levels of sovereign debt are like a runaway train approaching global markets, and how gold has served as a potential hedge during periods of structural moves in monetary policy and heightened geopolitical risk.
This episode of The Outthinking Investor explores the ways in which nations are balancing economic and security priorities, and how investors can leverage geopolitical analysis to make informed portfolio decisions in a changing world.
Monetary and fiscal policymakers are pivoting to easing mode. In developed markets, the restrictive rate policies of the post-COVID-19 period are reversing nearly everywhere.
