All Video articles – Page 7
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VideoFrontier markets: Tapping into untapped potential
What is a ‘frontier market’? And why should investors be looking at this exciting area of EM? Mohammed Elmi, Lead Portfolio Manager, EMD, provides his view.
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VideoThe road ahead for US equities
Charlotte Daughtrey, Equity Investment Specialist, considers the current tailwinds for US equities, the impact of the US election on small- and mid-cap companies, and whether or not the recent rotation out of mega-caps is sustainable.
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VideoWhy REITs are well positioned in the current market
In this Big Picture presentation at the Pinnacle Investment Summit 2024, Andrew Parsons (CIO & GREIT Portfolio Manager) discusses why REITs are in a great position to take advantage of current opportunities.
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VideoInvestmentNews: Demand for Private Credit, BDCs Not Slowing Anytime Soon
Matthew Freund, President of Barings BDC, recently sat down with InvestmentNews’ Gregg Greenberg to discuss his outlook for private credit, where Barings is seeing opportunities to deploy capital, and how rates impact the BDC landscape.
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VideoHow might investors withstand ‘AI FOMO’?
Maintaining a diversified portfolio amid the Magnificent Seven phenomenon could protect investors against volatility, says Phil Orlando, Chief Equity Strategist.
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VideoTrade finance made simple
In this video, Chris McGinley, Head of Trade Finance, outlines how Federated Hermes’ approach to trade finance differs from peers, how the team navigate risks, and the wider benefits of the strategy.
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VideoThe future of global equities
US markets have driven global equities for the past decade - but can this continue? Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.
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VideoBeyond China: exploring Asia’s equity landscape
In this video, Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.
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VideoAndrew Parsons on Livewire’s Rules of Investing Podcast
What is a REIT? Why invest in a portfolio of Global REITs? And why 2024 could be an attractive entry point for an allocation to the listed real estate sector.
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VideoGlobal REITs Update – Q2 2024
In this latest quarterly video update, Chief Investment Officer and Global Portfolio Manager, Andrew Parsons outlines key developments in the Global REIT sector during the second quarter of 2024.
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VideoMid-year outlook video – Overweight equities; locking in today’s yields
Equities should see further good returns in the second half of 2024, justifying a continuation of our overweight stance, particularly in the US and for NASDAQ stocks. In Europe, small capitalisation stocks should benefit from the ongoing recovery fuelling consumer demand.
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VideoInvestment grade: attractive yields with lower risk profile
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
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VideoFund Selector Masterclass - Global Equities
In this Fund Selector Masterclass, expert panellists, including Martin Todd, Portfolio Manager of Sustainable Global Equity at Federated Hermes, is joined by a top fund selector to discuss global equities, where they see opportunities and what’s ahead for H2 2024 and beyond.
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VideoEmerging markets equities: What does the future hold?
Emerging market equities are poised to benefit from a variety of positive dynamics, ranging from diversified supply chains to easing monetary policy across developed and developing economies. But China’s slowdown and a spate of elections this year pose challenges. Join portfolio managers Brad Freer and Arthur Caye as they discuss these evolving dynamics and how investors should think about allocation to the asset class.
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VideoMidyear Equity Outlook Investing Beyond the Megacaps
Nelson Yu: If you told me at the beginning of the year that we were going to go from starting with six interest-rate cuts to now we’re hoping to get one, I would be shocked to say that the equity markets are up 15%.
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VideoDiversifying Private Credit Beyond Corporate Risk
Over the past ten years, life insurers have increased allocations to private credit, both as way to hunt for yield in the zero-rate environment as well as to match their long dated liabilities.
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VideoThe role of natural capital in long-term savings
Our natural capital journey—as the world’s largest investment manager of natural capital assets,* Manulife Investment Management’s Global Head of Institutional Colin Fitzgerald shares how nearly 40 years of experience has refined our understanding of natural capital’s potential for addressing critical environmental challenges, and why these long duration assets are a natural fit for insurance companies and pension funds.
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Video10 Minute Masterclass—Senior Secured Loans
Senior secured loans offer a unique blend of attractive yield potential with some protection against both credit and interest rate risk. At a high level, senior secured loans have the potential to provide attractive risk-adjusted returns and other portfolio benefits.
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VideoCIO outlook: Is higher volatility on the horizon?
Interest rates won’t come down as quickly as some had hoped, says our CIO, William Davies, but further gains for equities are still possible this year.
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VideoEOS 20th anniversary: stewardship reflections
In celebration of EOS’ 20th anniversary, Leon Kamhi reflects on the changes he has seen in stewardship over the years and his vision for the future.
