Manager video
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WebinarWebinar Replay - Road To Recession? Riding Out Tightening Credit Markets
The global economy has been resilient against a variety of headwinds, underpinning a recovery in risk assets. Despite optimism over a soft landing, the threat of recession remains in play. Elevated levels of inflation, higher interest rates and stricter lending standards are keeping up the pressure on consumers and businesses. Facing this uncertainty, investors need a playbook for riding out tightening credit markets.
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WebinarMid-Year Market Update on India and China
In this webinar, we delve into the mid-year outlook for India and China, two emerging markets with contrasting equity performances in 2024. Matthews’s CIO Sean Taylor and Portfolio Managers Winnie Chwang and Swagato Ghosh explore the reasons to be optimistic about India’s prospects despite its high equity valuations and examine China’s potential as it holds its key third plenum gathering. They also discuss potential catalysts and risks for both countries.
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WebinarExploring Investment Opportunities in Latin America
In this webinar, Matthews CIO Sean Taylor and Portfolio Manager Jeremy Sutch dive deep into the investment opportunities of Latin America, sharing their insights on the reasons behind weak market performance year-to-date, the long-term structural case for investing in Mexico and Brazil, and the near-term catalysts that could warrant increased exposure to the region.
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WebinarNavigating the New Terrain: Exploring the Impact of Rising Interest Rates on Asset Classes and Market Dynamics
As interest rates climb, investors are faced with myriad challenges and opportunities across different asset classes. From equities and bonds to commodities and real estate, each asset class reacts uniquely to fluctuations in interest rates. Our expert panel will analyze the current market trends and provide valuable insights into the implications for risk assets.
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WebinarThe compelling case for private credit: watch the webinar
Discover the growth opportunity in the private debt market, one of the fastest-growing segments in the capital markets. During the session, Rodrigo Trelles, Co-Head of O’Connor Capital Solutions, will provide insights into current opportunities and discuss what sets our strategy apart from competitors.
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WebinarWebcast – Unpacking recent global economic trends
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give their views on topics including the outlook for a resilient US economy and the effects of November’s election on interest rate policy. They discuss the signs of an economic pick-up in the eurozone economy and the chances of growth in China hitting Beijing’s 5% target.
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WebinarInfrastructure Debt in 2024: watch the webinar
Where does the sweet spot for infrastructure debt in 2024 lie? Watch the webinar to find out
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WebinarMarket Perspectives Webinar - Global real estate: Approaching the turn replay
With interest rates falling and global growth stabilising, opportunities are emerging in global real estate. Watch the replay to hear from Macquarie Asset Management’s panel of experts as they discuss the outlook and how investors should position their portfolios to take advantage of current market pricing.
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WebinarWebcast – The global macroeconomic outlook for 2024
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and outlook for China, the US, the eurozone, the UK and emerging markets.
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WebinarGlobal Debt Funding Gap Webcast: “Everything is Relative”
Our recent webcast “Everything is Relative” brings together AEW’s research heads from around the world to explore the global debt funding gap. The team look to explore the scale of the debt funding gap globally, and how this compares across regions. They also examine when the refinancing problems could ease.
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WebinarNavigating Emerging Markets Through the Ballot Boxes
Join us on Thursday 1 February, as Yerlan Syzdykov, Global Head of Emerging Markets and Anna Rosenberg, Head of Geopolitics for Amundi Investment Institute, assess how geopolitical shifts could impact emerging markets, dive into market trends and explore the investment opportunities that are shaping the asset class.
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WebinarWebinar | Macro outlook for Asian and emerging market fixed income
Watch the replay of our webinar: Macro outlook for Asian and emerging market fixed income.
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WebinarOutlook 2024
The leaders of our investment platforms welcome the new year with their views for 2024.
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WebinarWebinar | rethink net zero: investing in the transition
Watch the replay of our webinar: rethink net zero: investing in the transition
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WebinarThe Meeting Room: Global Emerging Markets Fund
Join the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
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WebinarWhat Awaits Us This Autumn?
As investors head towards the last quarter of the year, the global outlook hinges on few relevant themes. Join us on Thursday 7 September, where Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Institute, and Ken Taubes, Chief Investment Officer, Amundi US, will talk about these issues and the opportunities they will generate for investors.
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WebinarGreen Series Webinar – Future Electrification
Register now to our next Green Series Webinar – Future Electrification
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WebinarNet Zero on 11 July
In 2015, under the Paris Agreement, commitments were made to drastically reduce greenhouse gas emissions, bringing them “close to zero” by 2050 (“Net Zero” or “NZ”). Asset Owners, like Asset Managers, have an important part to play in contributing to this global transformation effort.
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WebinarMid-Year Outlook on 29 June
The second half of 2023 is likely to bring a further deceleration in global economic activity and see major policy interest rates reach their peak. A bright spot is the widening growth advantage that emerging economies look set to enjoy over their developed peers.
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WebinarFallen angels: unlocking price recovery potential
In our latest webinar, Ashton Parker and Anando Maitra, co-managers of LO Funds – Fallen Angels Recovery explored the attractive risk-adjusted return potential from fallen angel investing, throughout market cycles.
