- Podcast
Global Investment Views - Mid-year Outlook 2025 - Riding out the policy noise
The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?
- Podcast
Talking Heads – Have green bonds emerged from their niche?
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the fixed income instruments as a way to help fight climate change. Green bonds have also become a good indicator of a company’s behaviour as they encourage issuers to report on their carbon footprint and carbon intensity.
- Podcast
GP Led Secondaries: What’s next?
Liquidity challenges are reshaping the private equity landscape, pushing investors to explore innovative solutions for managing their portfolios. With reduced exit activity, constrained distributions, and a tougher fundraising environment, how can secondaries provide a liquidity lifeline? And what role do GP-led transactions play in driving opportunities for both sponsors and investors?
- Podcast
Global Investment Views - Tracking the U-turns amid rising yields
Join our host, Swaha Pattanaik, as she sits down for her regular catch-up with Monica Defend, Head of the Amundi Investment Institute, to give our perspective on the markets, analyse the trends and share our investment views for the weeks ahead.
- Podcast
Talking Heads – Making the case for absolute return bonds
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading?
- Podcast
The End of US Exceptionalism?
Rick Brink: Hello, everyone, and welcome to this very first installment in our new AB series, Beyond Consensus: Thoughts from the Dismal Roundtable. My name is Rick Brink, Market Strategist within AB’s Client Group.
- Podcast
Stop Guessing Tomorrow: Insights on Long/Short Strategies
Volatility and uncertainty are rewriting the rules of investing, challenging investors to think differently about managing risks and seizing opportunities. With heightened risks from rapidly evolving policies and concentrated market sectors, how can long/short strategies empower investors to navigate these dynamics? And what role does active management play in capturing opportunities and mitigating risks?
- Podcast
Talking Heads – Which long-term themes are set to drive global equity markets?
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.
- Podcast
Portfolio Finance: The Evolution of Secondaries
In the latest episode of ION Influencers Fireside Chats, Ian Wiese joined Giovanni Amodeo to explore the evolution of the secondary market in private assets.
- Podcast
Understanding Global Direct Lending Markets
Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Europe and Asia Pacific, and the potential benefits of global strategies in this space.