BNP Paribas Asset Management presents their latest thinking on small caps.

Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground among investors. Increased access to data and advances in computing technology combined with the opportunities artificial intelligence creates are powerful drivers for the future…

Technological innovation and scientific progress are driving advances in healthcare, creating opportunities for discerning investors to identify and capitalise on emerging trends. Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Market…

Technological innovation and scientific progress are driving advances in healthcare, creating opportunities for discerning investors to identify and capitalise on emerging trends. Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global…

Technological innovation and scientific progress are driving advances in healthcare, creating opportunities for discerning investors to identify and capitalise on emerging trends. Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global…

Electric vehicles are gaining market share in China and U.S. cars are going farther on a gallon of gas, helping to diminish demand for crude oil.

Todd Morris sheds light on what’s driving international equity markets and where he sees opportunity.

Alberto Rossi, Professor of Finance, at Georgetown University McDonough School of Business explains how the right balance of human and algorithmic engagement empowers investors to become more effective.

Walter Kress, Chief Investment Officer of Ernst & Young, LLP discusses the ‘large playground’ of fixed income and how individual components of the fixed income market are significantly different to two years ago.

Bruce Phelps, Head of IAS at PGIM, joins the CFA Institute to discuss why comparing private and public asset class reported performance can be misleading.

Today, we delve into the nuances of systematic investing with Rob Carver, focusing on the concept of replication in trend-following strategies. The discussion contrasts different approaches to replication, highlighting the potential pitfalls of return-based methods that attempt to mimic established indices.

One definition of transition investing is it being a journey in the investment process, while sustainability is the destination. Emerging markets are at the forefront of this kind of transition, since they account for 65% of the world’s greenhouse gas emissions.

Have you ever wondered how financial markets performed centuries ago or how world events impacted stock prices? Today, we sit down with Dr. Bryan Taylor, President and Chief Economist at Global Financial Data, to unpack the world’s fascinating financial history.

Gene covers market efficiency, and its competing theories. Also discussed are inflation, cryptocurrencies, and the influence of machine learning.

In this episode, Jocelyn and Chris are joined by Jad Stella, Senior Director of Private Investments at Cambridge Associates. Together they examine the data at the foundation of Cambridge Associates’ benchmarks, their most common use cases, and the risk and returns that drive differentiation between private investment…

The number of ways we can use AI is exploding, and it’s expected to change how entire industries function. Chicago Booth professor Maximilian Muhn and PhD student Alex Kim studied whether ChatGPT can simplify information and improve outcomes for investors. They share how AI summarizes inputs like annual reports and…

You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn't the case. In this episode, we discuss the "Night Effect" with NightShares founder Bruce Lavine. We discuss what the "Night Effect' is, what causes it, how it stands up…

Are stocks and bonds good in the long game? What are the best long-term investment options? In this episode, we speak to Professor Scott Cederburg about the nuance surrounding the stock market, bonds, and other investment types in the long term. He has a Ph.D. in Finance from the University of Iowa and is currently the…

There are many methods for conducting performance attribution with portfolios containing only liquid assets. A lack of periodic asset return data and a clear definition of what constitutes an appropriate market benchmark thwarts efforts to perform similar types of attribution analyses for portfolios of private equity funds (…

Investors seeking to add exposure in their portfolios to equity styles such as growth, value, dividend or low volatility can choose from an array of options across index providers. Investors understand that different indexes dedicated to the same style often produce significantly different results, but this was especially…