Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
This week, Street Signals takes to the road, traveling through four countries in the Middle East. Dale Haver, global head of FX Sales at State Street Markets, joins State Street for a quick but expansive chat on FX markets past and present.
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, discuss the highlights from the Q1 Gold Demand Trends Report.
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-…
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.
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.
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?
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.
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.
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.
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.
