Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
AI has shaken up the investment world, generating impressive stock-market gains for the perceived winners. Is the market now starting to move beyond its obsession with the usual suspects in the AI race? Portfolio managers Jack Neele and Daniel Ernst discuss how they’re dealing with these questions.
Professor Tim Congdon considers the size and make-up of the Russian economy. He points out that Russia produces less than 2% of world output and that this production is heavily reliant on basic energy (oil and gas, with some of it refined), raw materials and food, and low-value-added manufactured goods (iron and steel,…
Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They explore how understanding both individual company dynamics and overall market changes can help in identifying investment opportunities and managing risks during volatile periods.
In this episode, Michael Howell joins the show to discuss the Fed & Treasury’s hidden stimulus tapering off, why we need more liquidity in the financial system to refinance debts, and why the Fed’s QE & duration goals are unrealistic.
Beth Duggan, Associate General Counsel, shares lessons from the battlefield of liability management exercises, which can help to inform a robust legal due diligence process.
Stay updated with the latest insights from PIMCO’s Group CIO Dan Ivascyn, as he discusses the value of high-quality fixed income and navigating risks amid the current market turbulence.
Potential policy changes from the new U.S. administration have raised uncertainty in the outlook for bond markets. Watch Senior Fixed Income Portfolio Managers, Pramod Atluri and Damien McCann, make sense of the rapidly shifting landscape.
Host Tim Graf and Global Markets Senior Strategist Cayla Seder analyze the equity market, the underperformance of U.S. tech stocks, and the impact of political, economic and AI trends.
Most of the highest-return stocks have come out of the small and mid-cap equity markets, which offer a deep investment pool for skilled active investors.
In this quarterly episode, Crista Caughlin, Lead Portfolio Manager for Canadian bonds, and Jeff Mo, Lead Portfolio manager for U.S. midcaps, discuss market performance through Q1 2025 and the significant volatility that followed in early Q2—particularly after "Liberation Day."
Potential policy changes from the new U.S. administration have raised uncertainty in the outlook for bond markets. Watch Senior Fixed Income Portfolio Managers, Pramod Atluri and Damien McCann, make sense of the rapidly shifting landscape.
Stay up-to-date on the factors driving current economic conditions. Listen as leaders from Fidelity Investments share their observations and analysis of domestic and global market trends.
Fidelity's leaders discuss the latest developments in the U.S. public policy space and what they may mean for the financial markets—in 30 minutes or less.
Join this webinar to find out where the State Street ETF team believes the global ETF market is headed this year. Listeners will learn about the latest megatrends shaping regional markets alongside the team’s predictions regarding new market entrants, product launches, flow size, and more.
This episode of Fixed on ESG by PGIM Fixed Income navigates how securitisation helps fund green assets, the challenges of measuring financed emissions, and the evolving regulatory landscape.
This latest episode of the Outthinking Investor explores the continued evolution of the ETF landscape, fueled by rapid growth in active ETFs and an expanding universe of investment choices.
