Professor Tim Congdon considers the size and make-up of the Russian economy. He points out that Russia produces less than 2% of world output and that this production is heavily reliant on basic energy (oil and gas, with some of it refined), raw materials and food, and low-value-added manufactured goods (iron and steel,…

AI has shaken up the investment world, generating impressive stock-market gains for the perceived winners. Is the market now starting to move beyond its obsession with the usual suspects in the AI race? Portfolio managers Jack Neele and Daniel Ernst discuss how they’re dealing with these questions.

Mawer IM's U.S. Mid Cap Equity Portfolio Manager Jeff Mo discusses the market's sharp sell-off following President Trump's announcement of widespread tariffs on nearly all U.S. trading partners.

Listen to David Favier, Head of Structured Credit at BNP Paribas Asset Management, as he discusses the ins and outs of asset-backed securities and their role as a diversification asset in a broad fixed income portfolio with Daniel Morris, Chief Market Strategist.

Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They explore how understanding both individual company dynamics and overall market changes can help in identifying investment opportunities and managing risks during volatile periods.

Dan Davidowitz, Co-Portfolio Manager of the Polen Focus Growth strategy, sits down with Rusty Vanneman, host of Orion's ''Weighing the Risks'' podcast, to discuss a wide range of investment topics and how advisors and investors can better navigate today's complex financial landscape.

Dan Davidowitz and Steve Atkins of Polen’s Large Company Growth Team sit down with Zhang Zhang, Head of AI and Risk Analytics, for a wide-ranging discussion on the technology and investment implications of generative AI. This is the second of three episodes in Polen’s AI-focused miniseries, addressing topics that are top of…

In this episode, Mawer discusses the early months of the new U.S. administration with Grayson Witcher, lead portfolio manager for the U.S. equity strategy at Mawer. Grayson touches on the impact of tariffs, including the practical and unpredictable aspects of tariffs and how they influence decision-making. Grayson also…

Listen to BNP Paribas Asset Management's Water Strategy Portfolio Managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change. They will also address the growing need for ultraclean water for semiconductors and cooling applications for datacentres.

In this month’s Macro Minutes video, Fisher Investments Capital Markets Team Leader Charles Dornbush, analyzes the key political drivers in the U.S. and Europe expected to influence markets in 2025.

Positioning portfolios for 2025 and beyond demands a clear grasp of regional, country, and sector dynamics. Investors are looking for alternatives to U.S. Big Tech companies and adding regions with more attractive valuations and decent prospects.

Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. Jeffrey also offers his perspectives on national debt, portfolio diversification and valuations.

Listen to members of our fixed income team explore a broad range of market and strategy related topics.

Political science lecturer Tsveta Petrova and host Tim Graf discuss the effects of the February 2025 Trump-Zelensky meeting, and the evolving dynamics between the U.S., Ukraine, Russia, Europe and China.

Is the breakout success of DeepSeek the start of a Chinese revival? Or will U.S. trade tariffs keep the Chinese economy from bouncing back? These are some of the questions that UBS Asset Management's Head of Chinese Equities, Bin Shi tries to answer during the webinar.

In this episode, hosts John Reade and Joe Cavatoni from the World Gold Council interview Sakhila Mirza, Deputy Chief Executive and General Counsel at the London Bullion Market Association (LBMA) to learn more about the LBMA’s role in the global gold and precious metals industries.

Dan Davidowitz and Steve Atkins of Polen’s Large Company Growth team sit down with Zhang Zhang, Head of AI and risk analytics, for a wide-ranging discussion on the technology and investment implications of generative AI.

The Fed signaled a “wait-and-see” approach as it monitors inflation, labor markets, and policy shifts under the new Trump administration.

Decommissioning the world’s ageing offshore oil and gas infrastructure can be dangerous, costly and complex, and progress so far has been far from encouraging.

Globalization may have slowed but it has not reversed. Geopolitical tensions are morphing supply chains and trade pacts, likely leading to risks and opportunities over the next decade. This may present investors with the opportunity to be increasingly selective. The world is still highly integrated, leading us to view…