Independent analyst and Financial Times contributing editor Toby Nangle examines a structural shift in the UK’s asset backed defined benefit pension system.
Mawer explores the growing electricity demands of data centers stemming from artificial intelligence with Chris Silvestre, Analyst on the U.S. Equity Team. He shares insights from a recent research trip visiting data centers in Northern Virginia and discusses challenges around meeting power demands.
In this episode Rob Arnott, Founder of Research Associates, discusses the growth/value valuation gap, inflation, the US fiscal deficit, Nvidia's record-breaking valuation, and more!
Manulife Investment Management’s Global Head of Institutional Colin Fitzgerald shares how nearly 40 years of experience has refined our understanding of natural capital’s potential for addressing critical environmental challenges, and why these long duration assets are a natural fit for insurance companies and pension funds…
Josh Lerner, State Street associates academic partner, discusses the implications of the private debt asset class taking on an increasingly significant role in investor portfolios.
Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe. He also discusses the upcoming U.S. Presidential election and its potential impact on Europe, as well as the tangible concerns of political risk that investors now face.
The aviation industry is under the sustainability microscope, with recent estimates finding that it contributes to 6% of total global warming. This episode of Fixed on ESG explores the role of Sustainable Aviation Fuel (SAF) in mitigating aviation's environmental impact, the contrasting policy approaches in the U.S. and…
In this first episode of FTSE Russell Convenes, Season 4, FTSE Russell welcomes Michael Brandt, Professor of Finance, Duke University at The Fuqua School of Business whose career on strategic and tactical asset allocation spans 25 years.
With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the U.S., investors might be left wondering how changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change.
Russell Korgaonkar, CIO at Man AHL, reflects on why being sensitive to risk signals is pointless without the ability to execute swiftly and efficiently.
This episode of The Outthinking Investor dives into the topic of asset allocation and the role of stocks, bonds and alternatives in a diversified portfolio.
Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions. The views expressed are those of the speaker(s) and are subject to change.
A timely discussion on the term premium, which may be signaling the possibility of rising compensation for bond investors as the yield curve potentially re-steepens.
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
Our experts discuss how companies can effectively navigate the exponential growth the private credit market is witnessing and highlight the challenges investors face.
In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. As an asset class, it has many attractive features that can appeal to investors: steady and growing demand for wood as a sustainable raw material, predictability around the life cycle of trees, stable values…