In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems.

BNP Paribas AM's Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets.

Our conversation covers Howard's journey from his early days in finance to his current insights on the evolving credit landscape.

Wonder what asset-based finance is all about? Elliot Mcilrath, Product Strategist, Alternative Credit, demystifies the exciting evolution in private credit.

Mawer's Global Equity Co-Manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during…

Explore the fifth episode of Outerblue Responsible Investing as Amundi experts discuss responsible investing and shareholder engagement strategies.

The Analyst View is a podcast series that offers concise, investment centric dialogues. In each episode, Capital Group's analysts bring focused discussions on sectors and themes shaping the investment landscape, straight to the point conversations designed to provide you with the knowledge you need.

This episode of Fixed on ESG explores the pros, cons, shortfalls and opportunities when using Sustainable Development Goals as a framework for investing.

REGISTER NOW: The Future of Transfer Agency: The Path to Operational Efficiency for Managers and Leaders in the UK

Fragmented operations, rising costs, and regulatory pressure— the challenges facing transfer agency operations in the UK are clear. The good news? So are the opportunities. Join industry experts from…

Technicals remain very strong as investors are chasing the nominal yields of the asset class. Fundamentally, Europe is expected to be supported by a large fiscal boost, notably in Germany.

U.S. equities experienced challenging backdrop in the first quarter of 2025 on the back of fears of an economic slowdown following the announcement of substantial tariff increases by the Trump administration.

In this episode, portfolio manager at Mawer Investment Management, Peter Lampert discusses international equities and the impact of tariffs on portfolio management.

In this video, Jake Weinstein, Senior Vice President of Asset Allocation Research at Fidelity Investments, examines major themes in global financial markets and presents his investment outlook for the second quarter of 2025.

Star Trek’s opening lines were potent. "Space: the final frontier. These are the voyages of the Starship Enterprise. Its mission: to boldly go where no man has gone before." But it’s actually here now!

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.

The State Street Risk Appetite Index fell to -0.09 in March, as investors continue their retracement from risk assets towards a more cautious and defensive multi-asset stance.

Broad factor groups help explain long-term returns and, indeed, form the framework for quantitative stock selection models. In the fourth of this new series on Quant Investing Matthias Hanauer, Quant Researcher at Robeco, talks more about the perfect quant stock.

Chris Wallis, CEO/CIO of Vaughan Nelson, discusses Trump’s tariffs and recent policy changes, along with the market volatility with Louise Watson.

In Natixis Investment Managers 2024 institutional investor survey, 60% of Australian respondents said they were looking for new opportunities or areas of interest in private markets. One area which is certainly benefitting from this increased interest is Asset-Backed Finance (ABF).

PIMCO Group CIO Dan Ivascyn explains why volatility is creating a target-rich environment in fixed income, and how to build a resilient portfolio that capitalizes on opportunities across public and private markets.