All Podcast articles – Page 5
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Podcast
Fixed on ESG, EP.15
Is deep-sea mining a viable solution for metals scarcity and key to the green transition? It’s not that simple.
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Podcast
The Implications Behind Indexation
Index funds give investors broad exposure to the market at an accessible price point and have taken equity markets by storm in recent years. As index companies make decisions about how to construct their indices, we wonder if those decisions are more active than market participants realize.
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Podcast
All the Credit, EP.42
Exploring trends in growth, pricing, market share, and more across major players in the big brewing industry.
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Podcast
Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won
After months of rising rates, there could be good news for central banks as we start to see signs that inflation is finally cooling down.
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Podcast
PAT Cast #15: 2023 Outlook Part II - How are real assets adapting to the permacrisis?
2023 has been another year defined by global challenges. But as we head past the halfway point in the calendar, just how is the real assets sector adapting to the global permacrisis?
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Podcast
Climate Transition in Fixed Income: Choosing an Index
This podcast explains why investors should consider climate transition strategies for fixed income portfolios and why existing strategies use a variety of indexes as a benchmark for climate offerings.
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Podcast
Outerblue Talks Research - Geopolitical shifts shaping investments
Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the global economy and trade relationships.
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Podcast
Emerging Opportunities in Emerging Markets Debt
The Emerging Markets sector has not been immune to today’s market challenges. Between the pandemic and the Russia-Ukraine war, factors such as the cost of living and food inflation have caused an adverse impact on sovereign balance sheets.
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Podcast
Outerblue Convictions – H2 Outlook - Opportunities beyond a precarious path to growth
This month’s episode is a special focus on the macro-economic outlook and investment themes for 2023 and beyond.
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Podcast
Commodities and Their Place in the Transition Pathway
With the broad awareness of the energy transition across the globe, investors are looking for ways to position their portfolios to capture the transition. However, some question whether portfolios exposed to the business of extracting more raw materials from the earth can meet the objectives of all investors.
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Podcast
Three Opportunities in Private Equity & Real Assets
Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets, including: emerging managers, continuation vehicles and “real assets 2.0.”
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Podcast
Independence Day 2023: A Look Across U.S. Municipalities
Dennis Derby and Christine Collins discuss the upcoming Fourth of July holiday and specific reasons for investors to celebrate muni investing in the U.S.
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Podcast
2023 Midyear Outlook: Allview Face-off Roundtable
Members of Allspring’s Systematic Edge team, Plus Fixed Income team, and Discovery Growth Equity team share their predictions for the markets and beyond in the second half of 2023.
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Podcast
City in Focus #2: Milan
Milan is not only a fashion powerhouse, it’s also a city that’s growing rapidly, with its booming economy outpacing the rest of Italy.
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Podcast
All The Credit, Ep. 41 - Quantitative Tightening: Unwinding Central Bank Balance Sheets
Quantitative tightening (QT), the unwinding of the large scale of purchases of a broad range of financial assets by central banks, has become a feature of monetary policy since the great financial crisis. Though central banks around the world have already started this process, given the many distractors in the market, such as the global banking crisis and the U.S. debt ceiling brinkmanship, QT has gone on somewhat unnoticed.
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Podcast
2023 Sustainable Investing Midyear Outlook: Agri-Food for Thought
Tom Lyons, head of Climate for Allspring, and Chris McKnett, head of Sustainable Strategy, Stewardship, and Implementation for Allspring’s Sustainability team, discuss the impacts of a changing climate and how they’re becoming increasingly evident worldwide on different industries, especially how the world produces and consumes food. A more complete discussion can be found in Allspring’s midyear report.
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Podcast
2023 Equity Midyear Outlook: Potential in Emerging Markets
Derrick Irwin, portfolio manager for Allspring’s Intrinsic Emerging Markets Equity team, and Ann Miletti, head of Active Equity and chief diversity officer, discuss emerging markets and why they might be one of the best areas to invest in this year. A more complete discussion can be found in Allspring’s midyear report to investors.
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Podcast
RedevCast episode 6 – Road to Carbon Neutrality
In the sixth episode of the RedevCast, Redevco’s Head of Project Management, Nele Schelfhout and Sustainable Development Manager, Martijn Horsman join Priscilla Tomasoa to evaluate Redevco’s progress and success towards their mission of achieving a Net-Zero Carbon portfolio by 2040.
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Podcast
2023 Fixed Income Midyear Outlook: Riding the Curve
Martijn de Vree, head of Fixed Income Solutions, and George Bory, chief investment strategist for Fixed Income at Allspring, discuss strategies that global fixed income investors can pursue in today’s markets. A more complete discussion can be found in Allspring’s midyear report to investors.
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Podcast
All the Credit, Ep. 40 - Breaking the Bank? Weighing Looming Risks in the Commercial Property Sector
Banking is again front and center as investors weigh systematic risks from another prospective real estate crunch - this time in the commercial property sector.