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  • Outerblue RI – Driving Climate Action through Shareholder Engagement
    Podcast

    Outerblue RI – Driving Climate Action through Shareholder Engagement

    2025-02-06T11:16:00Z By Amundi

    In the second episode of our five-part series on Shareholder Stewardship, Aaron McDougall, Head of Climate & Ciaran Callaghan, Head of European Equity Research engage in a dynamic conversation on shareholder engagement on climate - linking climate engagements to responsible investors financial considerations.

  • Fixed Income Moves in 2025
    Podcast

    Fixed Income Moves in 2025

    2025-01-30T11:30:00Z By Neuberger Berman

    As the United States embarks on a new administration, markets eagerly prepare for what is to come regarding domestic policy, international policy, tariffs, and geopolitics. But how will the Fixed Income asset class move through these new pathways? What factors are at play regarding fiscal and monetary policy? And how can investors prepare for the year ahead?

  • Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency
    Podcast

    Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency

    2025-01-20T17:22:00Z By Amundi

    2025 got off to a dramatic start with an unexpected jump in bond yields. What has been driving this move and do we expect it to continue? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, explain what’s been happening in the US and UK and explore what these mean for our growth and interest rate forecasts. 

  • Podcast - China Projections for 2025
    Podcast

    China: Projections for 2025

    2025-01-17T10:52:00Z By PGIM

    In this episode, we weigh possible growth scenarios for China, the impacts of tariffs, private sector confidence, and property sector challenges.

  • Small Caps, Big opportunities
    Podcast

    Small Caps, Big Opportunities

    2025-01-10T15:21:00Z By Neuberger Berman

    U.S. Small Cap equities are at a critical juncture. Not only has the valuation gap between Small and Large-Cap stocks grown exceptionally wide by historical measures, but numerous Small-Cap macro tailwinds also appear to be gathering force. So, why is active management crucial for navigating this segment? How are reshoring and deglobalization trends influencing these companies, and what does the year ahead have in store for Small Caps.

  • Podcast - COP29
    Podcast

    Behind the Scenes of COP29

    2024-12-23T10:39:00Z By PGIM

    This episode of Fixed on ESG analyses the key takeaways from COP29, including the geopolitical tensions and financial commitments that influenced the outcomes.

  • Solving for 2025
    Podcast

    Solving for 2025

    2024-12-19T17:12:00Z By Neuberger Berman

    Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year.

  • Podcast - High Voltage Exploring Developments Across the U.S. Electric Grid
    Podcast

    High Voltage: Exploring Developments Across the U.S. Electric Grid

    2024-12-12T17:33:00Z By PGIM

    This episode explores the complexities surrounding the demand for power generation driven in part by AI advancements and data centers.

  • CTD_CIO Outlook_PODBEAN
    Podcast

    Connecting the Dots: CIO 2025 outlook – and why growth’s the elephant in the room

    2024-12-12T13:10:00Z By M&G Investments

    With growth top of the agenda for investors moving into 2025, join M&G Investments’ CIOs for their outlook amid a number of macroeconomic effects at play. They deliberate on growth, the Trump presidency and tariffs given the potential implications for global geopolitics, inflation – and prospective market opportunities.

  • Podcast - A Look Under the Hood of Climate Risk Analysis
    Podcast

    A Look Under the Hood of Climate Risk Analysis

    2024-12-11T17:29:00Z By PGIM

    This episode focuses on the EU autos sector as a means of exploring how we leverage our bottom-up research approach to analyse climate risks.

  • Outerblue Research – Looking for clues ahead of a second Trump presidency
    Podcast

    Outerblue Research – Looking for clues ahead of a second Trump presidency

    2024-12-10T15:04:00Z By Amundi

    After a campaign full of twists and turns, November saw the re-election of Donald Trump for a second term as US president. In this edition, we take a look at the geopolitical and economic ramifications of a new Trump presidency. 

  • Outerblue Convictions – Global Investment Views – Analysing the bright spots in a Trump 2.0 world
    Podcast

    Outerblue Convictions – Global Investment Views – Analysing the bright spots in a Trump 2.0 world

    2024-12-02T10:13:00Z By Amundi

    In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months. This year, the task was made harder by the US elections, the strong chance of a shift in policy, and the potential spill over to other regions.

  • Private Infrastructure Equity- The Overlooked Middle Market
    Podcast

    Private Infrastructure Equity: The Overlooked Middle Market

    2024-11-29T14:40:00Z By Barings

    Mina Pacheco Nazemi, Head of Diversified Alternative Equity, joins the podcast to explain how she and her team are finding attractive opportunities to “build to core” in assets like battery storage and data centers.

  • Outerblue Talks Research – The Artificial Intelligence revolution
    Podcast

    Outerblue Talks Research – The Artificial Intelligence revolution

    2024-11-29T14:07:00Z By Amundi

    This episode returns to the topic of artificial intelligence. Since we last covered this topic earlier in the year, there have been even more advances in what generative AI can do and ever increasing interest in how AI can be used across the corporate value chain.

  • Disruptive Forces Election Special- Trump's Cabinet
    Podcast

    Disruptive Forces Election Special: Trump’s Cabinet

    2024-11-27T14:56:00Z By Neuberger Berman

    President-Elect Donald Trump will take office on January 20, 2025, after a whirlwind election season. But how could this term differ from his first? How will Trump’s cabinet be shaped, and what directions could this take the markets?

  • ESG Thema - Lessons learned from COP16 and COP29 for Sustainable Finance
    Podcast

    ESG Thema - Lessons learned from COP16 and COP29 for Sustainable Finance

    2024-11-25T15:13:00Z By Amundi

    The year 2024 marked a significant moment for global environmental discussions, with the convening of three major conferences, with two having already occurred – COP 16 for the Convention on Biological Diversity (CBD) in October in Cali, Colombia; and COP29 for the United Nations Framework Convention on Climate Change (UNFCCC) in November in Baku, Azerbaijan – and a last one scheduled to take place December, also called COP16, but for the United Nations Convention to Combat Desertification (UNCCD) in Riyadh, Saudi Arabia.

  • Outerblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?
    Podcast

    Outerblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?

    2024-11-19T15:40:00Z By Amundi

    Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.

  • Balancing Act- Economic Policy and National Security in a Fragmenting World
    Podcast

    Balancing Act: Economic Policy and National Security in a Fragmenting World

    2024-11-12T11:07:00Z By PGIM

    Mark Esper, former US Secretary of Defense; Michael Spence, Nobel Prize-winning economist; and Magdalena Polan, PGIM Fixed Income’s Head of EM Macroeconomic Research, discuss the global economy, how national defense is influencing economic policy, the geopolitical factors impacting trade flows and emerging markets, and whether the peace dividend is evaporating.

  • Episode Graphic_1600x500_v3
    Podcast

    Private Real Estate: From Uncertainty to Opportunity

    2024-11-08T13:42:00Z By Neuberger Berman

    Despite the challenges of a tough fundraising environment and fluctuating interest rates, private real estate is gaining traction as an attractive investment option amid economic uncertainties. But what makes private real estate a viable option? How does it help to hedge against inflation, and where do some of the unique opportunities lie?

  • Podcast - Data Centre Expansion
    Podcast

    Powering Data Centre Expansion

    2024-10-31T17:31:00Z By PGIM

    This episode focuses on the energy use of data centers, methods of renewable energy procurement and accounting of greenhouse gas emissions.