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PodcastEmbracing the journey: PEI roundtable podcast on the secondaries market in the last decade
The global secondaries market has grown from roughly USD 47 billion in 2014 to more than USD 100 billion today as fund investors and fund managers alike have embraced the secondary market as a tool to actively manage their respective portfolios.
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PodcastOuterblue Convictions – H2 24 Outlook – It’s all about confidence
A lot has happened in global economies, markets and geopolitics in the last six months. This outlook special looks back at what has happened in 2024 to date, how this has impacted markets, and what we should expect for the second half of the year. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss why they think the current environment really is “all about confidence”.
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PodcastDisruptive Investments Within Disruptive Regulations:
In the wake of past banking volatility and high-stake crises like the collapse of Silicon Valley Bank, regulatory scrutiny has continued to increase across the financial sector with proposals such as Basel III Endgame. The industry will need to adjust to the new disruptive forces at play. But what opportunities lie within the banking sector that could interest investors? And what are the risks posed to investors in this space?
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PodcastOuterblue Convictions – Global Investment Views – Trends steering markets
It’s been a busy month for central bank interest rate decisions, but while the European Central Bank, the Bank of Canada and Swiss National Bank have chosen to cut rates, the Federal Reserve is still pondering the timing of its next move.
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PodcastA Layer Cake: The Right Mix for a Multi-Asset Recipe
Is the 60/40 portfolio still relevant? Karen is joined by Defne Ozaltun, Portfolio Manager for AB’s Multi-Asset Solutions team, who says portfolio managers must find a precise mix of ingredients for multi-asset portfolios in evolving markets. Understanding how different income and return sources work together, she explains, is key to building a portfolio that’s more than just the sum of its parts.
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PodcastConnecting the Dots: Mid-year investment perspectives with three CIOs
Each month experts from across our global network of investors will join us to bring you their views across equities, fixed income and private markets. This debut episode features investment perspectives from M&G Investments’ three Chief Investment Officers (CIOs) at the mid-way point of 2024.
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PodcastSpeaking of Alternatives
Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments. Each month, guests join Eric Adler, President and CEO of PGIM Private Alternatives, to cut through the complexities and get to the heart of alternative investing. Together they look beyond the headlines and scrutinise the latest trends and strategies driving this important asset class.
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PodcastSteve Eisman: From The Big Short to the Long Way Home
In 2008, the housing market crash sent shockwaves through the financial industry and the world at large. However, a handful of investors saw the warning signs and began sounding the alarms long before the financial debacle unfolded.
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PodcastWhat Clients Want, What They Really Really Want: Secrets of Successful Client Relationships
In our inaugural episode, Karen is joined by AB’s Honor Solomon, CEO EMEA & Head of EMEA Retail Sales, who discusses her multifaceted role, emphasizing the importance of chemistry, contacts, and culture in building effective sales teams and client relationships.
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PodcastPart 2: Navigating The Low Carbon Transition With Temperature Alignment
Explore the practical application of temperature alignment in investment strategies, limitations of third-party ESG data, and learn about our proprietary tool.
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PodcastThe Business of Bonds with PGIM Fixed Income’s Co-CIO
Listen for our scenario-based approach, investment views, the fixed income opportunities we see ahead, and what it means for us as we construct portfolios.
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PodcastConsumer Dynamics Amid the Credit Crunch
M&A financing continues to translate into supply opportunities in the investment grade market. With companies like Home Depot and Johnson & Johnson recently announcing multi-billion-dollar acquisition deals, we believe there is a $100 billion pipeline of announced deals over the course of 2024. However, the consumer retail space has simultaneously begun to slow down.
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PodcastOuterblue Convictions – Global Investment Views – Data driving diverging paths
Three factors are driving today’s global markets; economic growth, inflation and the outlook for monetary policy. Central banks are increasingly dependent on data and inflation remains their chief cause of concern. It is becoming clear that divergences are opening up in policy and outlook in the US and in Europe. On one side a clear path has appeared, where on the other, this path is still surrounded by uncertainty.
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PodcastGrowing Barings in Private Assets & Beyond
Barings Chairman & CEO, Mike Freno, joins the podcast to discuss recent developments in the firm’s Global Private Finance platform, the strong momentum in its public and private assets businesses, and where he and the Barings team see opportunities for growth ahead.
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PodcastSound Progress - Episode 9
What happens in the US can – and typically does - have a global impact.
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PodcastThe Wonders of Japan’s Economy
In the last year, we saw Japanese equities led by Nikkei 225 and TOPIX gaining more than 30%. All while, the Bank of Japan raised interest rates for the first time in 17 years in March. With this active economic backdrop, what lies ahead for the Japanese market? How do geopolitical dynamics influence Japan? What should investors keep in mind when investing in this economy?
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PodcastRedevco published its 16th Responsible Investment Report
Our mission, to make cities more sustainable and liveable, not only requires us to massively reduce operational and embodied emissions within our assets, as we are working towards net zero carbon by 2040, but to also evaluate the social impact of everything we do.
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PodcastOuterblue Research – Capital Market Assumptions 2024
Our capital market assumption forecasts look more closely at the themes that shape the financial market landscape and aim to help steer investors over the medium to long-term. This year the publication considers how climate delays and productivity gains from artificial intelligence are likely to drive a reordering of asset class profiles and the role played by geopolitical tensions.
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PodcastThe Investment Podcast: The return of equity income
Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling inflation and rising interest rates. Listen for more.
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PodcastOuterblue Convictions – Global Investment Views: Bright spots in a trickier phase?
The uncertainties faced by financial markets over the recent months have been making forecaster’s lives difficult. The two big questions over growth and inflation continue to preoccupy. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss what’s been catching their attention over the past month and how these factors are influencing projections.
