PodcastEverything Everywhere All at Once: What it Takes to Be a Multi-Asset Investor
Risk, diversification and discipline: Julia Hilgers discusses the strategic foundations of investing for clients.
PodcastEurope’s path to strategic autonomy opens new opportunities for bond investors
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape.
PodcastFocus on the broader EM opportunity – not just the tech titans
Emerging market equities have staged a powerful comeback, led by AI-related companies in Korea and Taiwan. However, the bigger long-term EM opportunity favors a systematic, broad-universe approach.
PodcastReal Rates, Repriced Credit and the Case for a Short Fed Cycle
The Fed has turned hawkish, and the market is now pricing several more hikes. Our fixed income team isn’t convinced. Core U.S. inflation is still drifting lower, most of this year’s yield move has come from real rates rather than inflation expectations, and the disinflation case remains intact — all of which argues for a shorter path than consensus expects.
PodcastInvesting in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. From the surge in energy demand driven by data centres to the urgent need for water security and food resilience, the environmental asset class is evolving rapidly.
PodcastGoing the distance - Market perspectives into autumn - Investment views by Outerblue Convictions
After an eventful summer for the markets and policymakers, particularly in the bond markets, our podcast series regulars reunite to recap the major movements in the markets over the past few weeks. Listen further to discover what these market events mean for investors and our own investment views.
PodcastEuro short-duration bonds: Potential for stability and steady income
Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income. The deep and liquid short-duration Euro fixed income market accounts for about one-third of the Euro investment-grade universe, or approximately €1 trillion in nominal value.
PodcastNordic high-yield bonds can offer diversification, lower duration and limited volatility
The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP Paribas Group, points out to Chris Iggo, a member of the Investment Insights team at BNP Paribas Asset Management, that the Nordic region is politically, socially and economically stable – a big positive for industries and companies.
PodcastOuterblue Talks Research - The Lifecycle Remix - How the Glidepath Fits into Retirement Solutions
Retirement investing is changing as individuals take on more responsibility for their long-term outcomes, especially in defined contribution pension plans and personal savings. In this episode of Outerblue Talks Research, host Swaha Pattanaik speaks with Dominic Byrne, Global Head of Retirement Solutions at Amundi, about how lifecycle investing is evolving to include glidepath strategies.
PodcastSustainable farming can offer portfolio diversification and inflation protection
The need to invest in sustainable farming is becoming increasingly urgent. Burgeoning populations, more demand for high protein food as middle-class wealth expands and an increasing squeeze on arable land due to climate change and urbanisation are all pressurising agricultural production.
Search results
Copyright © 1997–2026 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
- Contact us
- Company Overview
- Manage my consent
Site powered by Webvision Cloud