• Disruptive Investments Within Disruptive Regulations:
    Podcast

    Disruptive Investments Within Disruptive Regulations:

    2024-07-12T10:39:00ZBy Neuberger Berman

    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? 

  • Outerblue Convictions – Global Investment Views – Trends steering markets
    Podcast

    Outerblue Convictions – Global Investment Views – Trends steering markets

    2024-07-05T15:47:00ZBy Amundi

    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. 

  • A Layer Cake: The Right Mix for a Multi-Asset Recipe
    Podcast

    A Layer Cake: The Right Mix for a Multi-Asset Recipe

    2024-07-01T11:13:00ZBy AllianceBernstein

    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. 

  • Connecting the Dots: Mid-year investment perspectives with three CIOs
    Podcast

    Connecting the Dots: Mid-year investment perspectives with three CIOs

    2024-06-28T12:12:00ZBy M&G Investments

    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.

  • Speaking of Alternatives
    Podcast

    Speaking of Alternatives

    2024-06-27T15:59:00ZBy PGIM

    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. 

  • Steve Eisman: From The Big Short to the Long Way Home
    Podcast

    Steve Eisman: From The Big Short to the Long Way Home

    2024-06-27T10:47:00ZBy Neuberger Berman

    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. 

  • What Clients Want, What They Really Really Want: Secrets of Successful Client Relationships
    Podcast

    What Clients Want, What They Really Really Want: Secrets of Successful Client Relationships

    2024-06-17T11:23:00ZBy AllianceBernstein

    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.

  • Part 2: Navigating The Low Carbon Transition With Temperature Alignment
    Podcast

    Part 2: Navigating The Low Carbon Transition With Temperature Alignment

    2024-06-13T13:24:00ZBy PGIM

    Explore the practical application of temperature alignment in investment strategies, limitations of third-party ESG data, and learn about our proprietary tool.

  • The Business of Bonds with PGIM Fixed Income’s Co-CIO
    Podcast

    The Business of Bonds with PGIM Fixed Income’s Co-CIO

    2024-06-11T13:19:00ZBy PGIM

    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.

  • Consumer Dynamics Amid the Credit Crunch
    Podcast

    Consumer Dynamics Amid the Credit Crunch

    2024-06-06T14:40:00ZBy Neuberger Berman

    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.