PodcastTracking the trends in a time of rupture - Global Investment views by Outerblue Convictions
After a flurry of headlines and announcements from the annual World Economic Forum in Davos in January, one key message is likely to survive after most of the speeches have been long-forgotten; The world is facing a rupture in the international order.
PodcastElectrification and AI turbocharge clean energy outlook
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI datacentres.
PodcastConnecting Capital to Opportunity: A conversation with Barings Chairman & CEO, Mike Freno
In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long‑term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.
PodcastHow the AI Debt Supercycle Is Reshaping Credit Markets
AI-related bond issuance is surging, reshaping the opportunity set for fixed-income investors. In addition to robust U.S. growth, constrained inflation, and an attractive opportunities beyond the U.S., investors must also navigate greater tail risks, more complex financing structures, and rising political uncertainty around AI and energy use.
PodcastRotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie.
PodcastThe Colour of Money: Managing Currency Risk in Investing
Currency management is crucial for all investors—but it needs to be done right, says Julia Keating
PodcastMonetary policy resolutions for a new year - Global Investment views by Outerblue Convictions
It’s the time of year to look ahead, reflect back on what has happened, and make resolutions for the coming year. After explaining our market forecasts and investment views for 2026 in last month’s podcast, in this episode we’re focusing more closely on a key factor that drives market movements, monetary policy.
PodcastSolving for 2026: Policy Crosscurrents, AI, and Where to Position Now
Amid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions contrast with tougher conditions elsewhere. So how should investors lean into duration, balance AI enablers versus adopters, and pursue compelling private markets opportunities?
PodcastQuality is Queen: Why Investment Grade Bonds are Anything but Boring
Souheir Asba explains why investment grade credit remains a crucial source of stable income in a turbulent world
PodcastBeyond Long-Only: How 130/30 SMAs May Rejuvenate Tax-Loss Harvesting
Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining market-level beta—plus potentially meaningful after-tax benefits through disciplined loss harvesting. Where can this approach fit in portfolios today?
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