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 first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?
Coming to you from State Street's London Research Retreat, this episode of Street Signals explores the ongoing fragmentation in the global political economy and its implications for asset managers and asset owners.
While markets are still grappling with fluctuating global trade and fiscal policies, this week is a reminder that geopolitical risk is never out of the frame for too long.
With so much reliance on technology in quant investing, what role do humans play in the process? In the eleventh and final episode of their series on quant investing, Harald Lohre, Head of Quant Equity Research Robeco, discusses the human side of quant. Why, for example, is creativity important in such a data-driven and…
The oil price has taken center stage again, while investors still struggle with the question whether the U.S. dollar will continue to weaken. Washington’s big spending bill keeps the U.S. deficit decisively dicey and Europe ramps up defense spending. Tune in!
Underperformance of U.S. Treasuries and the dollar during recent market turmoil begs the question of whether the safe haven status of the United States, long taken for granted, will be as easily conferred in future times of trouble.
Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?
Geopolitics has been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in the Middle East escalate, it could lead to a sharp rise in oil prices, with negative consequences for inflation, economic growth, and risk assets.
The evolution of wealth management continues to be shaped by cutting-edge approaches, particularly in the realm of semi-liquid funds. A recent discussion highlighted several transformative trends and insights into how these products are redefining investment strategies and opportunities.
A discussion with Polen Capital's portfolio managers on shifting global dynamics that have the potential to create compelling long-term investment opportunities beyond U.S. borders.
Group CIO Dan Ivascyn helps investors unpack today’s market narratives around elevated government debt, risks to the U.S. dollar, and the importance of seizing opportunities beyond U.S. borders.
Marc Seidner, PIMCO's CIO Non-Traditional Strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
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.
Using behavioral analysis and cycle-based modeling, Ron examines the S&P 500’s key psychological levels, global asset rotation trends, and the outlook for oil.
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the fixed income instruments as a way to help fight climate change. Green bonds have also become a good indicator of a company’s behaviour as they encourage issuers to report on their carbon footprint…
