Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
The discussion covers the role of stablecoins in the U.S. debt landscape, why they differ from the eurodollar market, and how their adoption could inhibit bank credit growth. Finally, they consider how these developments point toward a Modern Monetary Theory (MMT) framework.
Joined by Sue Brake, former CIO of the Future Fund and Board member at NZ Super Fund and Stephen Gilmore, Chief Investment Officer at CalPERS, we unpack the practical and cultural changes required to implement TPA, from breaking down silos to fostering joined-up thinking.
What role can investors play to promote inclusive growth and help address the uneven access to opportunity and lack of social mobility that is affecting business performance, investment and the economy’s productive potential?
From the math behind market multipliers to the policy distortions driving mega-cap dominance, Mike walks through the macro, micro, and behavioral implications of passive flows — and what investors and policymakers need to do about it.
In this webinar replay, Polen Focus Growth Portfolio Managers Dan Davidowitz and Damon Ficklin discuss factors that impacted the Focus Growth Portfolio in the second quarter of 2025. They share thoughts on top portfolio contributors and detractors, geopolitical issues, and why the team is optimistic.
State Street explores the rise of active ETFs, regulatory shifts, retail investor growth, and how Luxembourg and Ireland are shaping the ETF landscape in Europe.
Impact growth equity is unlocking vital capital for scaling businesses that drive social and environmental progress. With growing investor interest and innovative funding models, the sector is well-positioned to overcome late-stage challenges and fuel meaningful, sustainable growth.
The global economy is going through a very turbulent time, really, with a lot of geopolitical uncertainty and a focus, a big focus tariffs. For the second half of this year, when we will see this effect a lot more, that will probably be more negative than the first half of the year.
This episode of All the Credit® explores how systematic strategies use data-driven approaches to manage risk and seize market opportunities in PGIM's new sub-series, Credit Markets in Transition.
When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. It stretches from bond issues using blockchain technology to – most recently in the case of BNP Paribas Asset Management – digital shares in a money market fund.
In their July edition of Macro Microscope, LSEG's Indrani De and John Dioufas explore how a decoupling world offers more diversification opportunities.
Accelerating economic and market shifts across the globe are having significant implications on asset allocations. Join Jon Hubbard and Kim Hyland, along with Singapore-based International Equity Portfolio Manager Kevin Dwan, for a global perspective on regime shifts.
Currently we're in our weakest point of economic growth for 2025. So when you look at the back half of 2025, it's only going to get better. We're going to see a slight pickup in inflation. We're going to see a re-acceleration of economic growth, and most importantly, we're going to see a pickup in…
As banks de-leverage, spreads on high-quality securities have become unusually attractive. Portfolio manager Alfred Murata explains how this creates a compelling opportunity for the low duration income strategy. He also highlights how PIMCO’s scale and expertise help uncover rare market opportunities.
