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.

In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, welcome George Cheveley, Portfolio Manager at Ninety One, for an insightful look into the dynamics of the gold mining equities market.

PGIM Fixed Income's Deputy Head of Global Economics, Katharine Neiss, reacts to the European Central Bank’s April 2025 Monetary Policy Meeting.

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.

Watch Justin Kelly, CEO, CIO and Portfolio Manager of Winslow Capital, provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.

In this episode, we dig into capital wars, the geopolitical implications of China's massive gold-buying spree, why this ain't your grandfather's bond market, and why the Fed needs to start considering QS (Quantitative Support). Also: a liquidity update, sovereign debt refinancing, and lines drawn from 1920s…

MacKay Municipal Managers team remains vigilant in assessing changes that the recent tariff policy’s impact has on the broader municipal market including the state and sector level.

Equity flows to exchange-traded funds diverged earlier this year, with outflows from U.S. ETFs but inflows to European, emerging market and China ETFs. More recently, flows have slowed as financial markets founder amid tariff news. Thematic ETFs are seeing continued interest, however, particularly defence sector ETFs. Within…

There are three core motivations behind the new tariffs imposed by the U.S. administration.

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.

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

Our 10th episode of macro Microscope dives into the latest financial market analysis following the announcement of reciprocal tariffs.

Tariffs are calling the tune as the U.S. rattles global markets with a high-stakes trade war. U.S. consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the…

JPMorgan Chase chief executive warns U.S. dominance cannot be taken for granted.

Will political instability and economic challenges drive the dollar’s decline even further, deepening concerns about the U.S. economy? State Street's experts discuss.

A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth, faces a fresh blow as U.S. plans to re-engineer global trade threaten to sap investor and consumer confidence. What is next for the ‘old continent’? Can it contain the impact of U.S. import tariffs on growth? How will inflation trend…

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.

State Street explores the intra-regional dynamics shaping Asia’s future economic stability and growth amidst trade and fiscal policy changes in the United States.

Watch the playback from Amundi's latest discussion exploring the recent trade tariffs and their implications for the global economy and markets, with a special focus on Europe.

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