PodcastThe impact of AI on the media and advertising industries
Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. It is also reducing the need for human intervention and discernment. Developments are apparent in the hyper-personalisation of content, raising new issues for regulators.
PodcastGlobal equities: Earnings expectations remain strong
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software’.
PodcastETF inflows: Heading for a record high?
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS* ETF beyond €3 trillion for the first time. While dominated by equities, inflows into bond ETFs were also significant, reaching the €30 billion threshold for the first time.
PodcastThe 10% challenge: How impact investing is entering the institutional space
Trillions are still needed to meet UN’s Sustainable Development Goals, but impact investing still makes up a small part in institutional portfolios. Can it become the serious, mainstream allocation for institutional investors or will it remain a niche?
PodcastKnow What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive
US equities have proven remarkably resilient this year. Despite the Middle East conflict, energy price pressures, and an uneven global backdrop, the market has powered higher on AI enthusiasm and broad-based earnings growth. But beneath the headline numbers, the questions that matter most are about durability, valuations, and what investors actually own.
PodcastFixed income ETFs: Simple, transparent, low-cost beta exposure
Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of Fixed Income ETFs, tells Daniel Morris, Chief Market Strategist, that there is still great growth potential for bond ETFs – for a variety of reasons. They can improve portfolio construction by offering low-cost beta exposure, diversification, faster and simpler execution, and better liquidity than direct bond portfolios.
PodcastMidyear Investment Outlook 2026 – The Power of Endurance by Outerblue Convictions
In a special edition of Outerblue Convictions, Swaha Pattanaik sits down with Monica Defend, Head of the Amundi Investment Institute, to unpack Amundi’s mid-year investment outlook, The Power of Endurance.Against a backdrop of geopolitical shocks, shifting central bank priorities and the continued strength of AI-related trades, the discussion explores why global growth may remain resilient but uneven, with fragile de-escalation abroad and broadening AI adoption continuing to shape the macro and market landscape.
PodcastConnecting the Dots: CIO Mid-Year Outlook. Adapting to the new investment landscape
From the evolving AI story to an inflationary backdrop, M&G Investments’ CIOs dissect a complex market where traditional rules of investing appear to be breaking down. Find out where they see risks and opportunities across equities, fixed income and private markets, and why they emphasise the importance of selectivity, diversification and a more dynamic approach to asset allocation in the second half of 2026.
PodcastGeopolitics and the economy: How war-triggered oil price shock was largely avoided
Dire predictions about possible catastrophic impacts of the Iran conflict on oil prices – and thus on the global economy – appear to have largely proven unfounded. Thijs Van de Graaf, Professor of International Energy Politics at Ghent University, talks with Daniel Morris, Chief Market Strategist, about the range of factors that have mitigated the effects of the war.
PodcastUS high yield: Resilience against interest rate and spread volatility
The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite widening dispersion across industry and quality segments of the market.
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