All Episodes
Talking Heads — 295 episodes
Inflation-linked bonds can navigate the shocks
US small caps – Reasons to be cheerful
Licence to roam empowers absolute return bond approach
Flows into core equity ETFs hold up amid Middle East conflict
Healthcare equities: Healthier prospects in 2026
The grass has become greener for green bonds
Decarbonisation and climate solutions providers to gain new prominence
Managing multi-asset portfolios amid the volatility
Renewable energy in focus amid the energy shock
High-yield credit – A source of diversification and returns
Tackling volatility with public debt money market funds
What’s the outlook for yields and demand in euro credit?
Sustainability agenda – Capital and solutions for real-world issues
Incorporating inclusive growth as a stock selection factor
How do synthetic money market ETFs work?
Electrification and AI turbocharge the clean energy outlook
The AI angle to Indian equities
In focus: Active and ESG ETF rebound towards year end
Rotating drivers of growth
US high-yield bonds benefit from improved quality and demand
Sustainability now the core driver of GDP growth in Asia
Emerging market debt likely to keep basking in the sun
Getting China back on the path to sustainable growth
Highlighting the role of natural capital in portfolios
Getting the best out of the quality factor in European equities
Tailwinds for emerging markets include the weak dollar and AI spending
In Conversation – What to expect at the COP30 climate summit?
What are the megatrends in global equities?
In Conversation – Bringing together sustainability-minded stakeholders
A remarkable quarter for exchange-traded funds
Flexibility in global bonds with absolute return
Full steam ahead for US small caps
Offering the best of active and passive investing in ETFs
What has been happening in the food and agriculture sector?
European small-cap stocks have the wind in their sails
Sustainability, bending, but not breaking
Setting a course for investing in the rest of 2025
Combining asset ownership and stewardship
What next with digital assets such as tokenised securities?
A look at the latest ETF flows
Any viable alternatives to a US dollar in the doldrums?
Artificial Intelligence - Everything, Everywhere, All at once
Have green bonds emerged from their niche?
What’s new in thematic investing? Check out our Barometer
What’s new on ocean protection and preservation?
Making the case for absolute return bonds
Which long-term themes are set to drive global equity markets?
Investing via an ETF in the European defence sector
It’s a match: infrastructure investing and Europe’s new focus
Investing in the resilience of environmental trends
Maintaining discipline when equities scatter
Curious about private equity?
Generating income, protecting capital in bonds
ETF flows and trends in a world in flux
Making a difference with impact investing
Tariff turmoil clouds Europe’s economic outlook
The case for long-short convertibles in volatile times
Emerging markets and US tariffs: opening gambit or torpedo?
Thinking about diversification? Try asset-backed securities
A new focus on investing in water
Long-term trends underpin European private equity infrastructure
Time to unearth value stocks and diversify
US small caps: looking beyond the near-term uncertainties
Navigating ESG investing with ETFs
Absolute return fixed income in an uncertain world
Broadening perspectives on the outlook for sustainability
Watch out, concentration risk ahead
Asia electrifies!
Where to invest given all the unknowns
Introducing private credit to a wider audience
Where might markets go?
Understanding Active ETFs
Discussing biodiversity loss, COP16, and our updated roadmap
What are the takeaways from the COP29 climate talks?
Is US environmental investing over? Not so fast
Unpicking the results of the US election
Will US equities run much further, pause or stumble?
What are the implications of climate change for investors?
What's in the mix for yields of US Treasuries?
Systematic investing - Bigger, stronger, faster
Assessing turning points in the equity outlook
Green and social bonds: a fully grown market
European small caps to outdo large caps
Opportunities in US healthcare stocks
Our 2024 Thematics Barometer
Stewardship - Making our ESG policies actionable
Emerging market debt: Further to go after a strong run
Inequality: why does it matter for investors?
How to lock attractive interest rates for fixed periods
How to have an impact with investments
Caution after the market sell-off
AI investment: the mega-caps ‘arms race’ is on
Catch the gripping coupons of leveraged loans
Progressing portfolios to net zero
Will election results upend climate policies?
Natural capital: the multiple merits of managed sustainable forestry
The case for sovereign debt in multi-asset portfolios – and for gold
Taking an active look at trends in ETFs
Short maturity European high-yield bonds: a promising blend
Springtime for the eurozone economy
Adding a string to your bow with absolute return fixed income
US rate cuts would benefit frontier market bonds as well
Scoring sovereign issuers of green bonds
Indian equities on a roll
The weighty impact of anti-obesity drugs, also for investors
Getting Asia on board on climate and nature goals
Exchange-traded funds: adding ESG into the mix
Investing in global equities with a net zero tilt
Money market funds can still work when rates rise
US stocks: small is also beautiful
Investing in water: from chips to lithium to PFAS
Offering tailored support and advice on sustainable investment solutions
Is it ouch or aye for the environment as AI booms?
Looking to Turkey for some investing delight
Consider the ‘cushion’ of US investment-grade bonds
A more nuanced look at Chinese equities
It is ‘more of the same’ for European high-yield bonds
Finding the best ideas in fixed income
The newly found appeal of bonds in longer-term asset allocations
Presenting our new Global Sustainability Strategy 2023-2025
Household loans, an alternative asset class for 2024
There is more to come from Investment-Grade credit
A race between the ECB and the Fed?
New realities for investors in 2024
Investment opportunities in Asian environmental markets
Listed equities and the shift to a sustainable economy
Global emerging markets: adjusting to slower Chinese growth
What’s next for eurozone government bonds?
The sun has risen for Japanese small caps
Standing tall: US small caps
Seeing the worth of the forest for the trees
ETF investing – Adjusting to the new rates regime
Higher for longer bolsters outlook for money market funds
‘Time to be serious about climate action financing’
Picking European stocks that have quality
Ongoing tailwinds favour European financials
Plainer sailing ahead for emerging market debt
Taking a closer look at climate-focused equity investing
Podcast com Aquiles Mosca e Daniel Morris sobre perspectivas macroeconômicas
Peak rates or not, consider jumping the gun
Where do we stand on sustainability?
Uncapped impact: Plug Power and the hydrogen economy
Mid-year outlook: “Is it different this time?”
Water, water, solutions needed everywhere
Using behavioural insights for better investment decisions
Artificial intelligence (AI) excitement fuels tech stock rally
How and why investors are using thematic investing
Tapping private markets for the ecological transition and impact
Household loans, an alternative asset class that improves the mix
Good times in European High-Yield Debt
Offence or defence in multi-asset portfolios?
Stewardship, the power of persuasion
US equities: “It’s a great time to be a stock picker”
Secular trends shape the landscape for European equities
Capturing normalised yields in fixed income
Indian equities could outshine other EMs
Making investments in infrastructure debt impactful
Money market funds: “It is worth taking care of your cash”
Banks transition to a new regime
A silver lining for green stocks
Tapping into the wide fixed income opportunity set
Sheltering from volatility with real estate debt
US high-yield bonds, where do we go from here?
No ‘silver bullet’ to improve food security
Bold stewardship to achieve ESG objectives
The strategic case for investing in private assets
What to look for when allocating assets in 2023
Emerging market equities: it’s all eyes on the Chinese consumer
Quantitative investing: using facts for security selection
There is a reasonable alternative: mortgage bonds
Make way, greenback, it is time for the euro and the yen
Upturn beckons for emerging market corporate bonds
Talking heads – Why biodiversity loss matters to investors
Talking heads – What is happening in liability-driven investing?
Talking heads – Bonds are back! Investment-grade credit offers yield
Talking heads – Asset allocation and the outlook for 2023
Talking heads – Be wary of wilting growth and mindful of green shoots
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
Talking heads – Committing to net zero as an asset manager
Talking heads – Water investing can withstand an economic storm
Talking heads – Flies in the ‘green’ ointment? Take a longer-term view
Talking heads – Thematic investing: looking beyond the crises
Talking heads – As an alternative, consider a direct small lending portfolio
Talking heads – Slow-motion recession leaves equities exposed
Talking heads – Energy crisis response should include faster transition
Talking heads – Opportunity knocks for global loans
Talking heads - A grim macroeconomic outlook for Europe
Talking heads - The shock-absorbing nature of infrastructure debt
Talking heads – For a yield pick-up and limited risk, choose IG credit
Talking heads – Four books to read on climate change
The uncapped impact series with GreenLight Biosciences
Talking heads – There is nothing fluffy about (investing in) the cloud
Talking heads – For defensive and attractive, choose real estate debt
Talking heads – There is resilience in asset-backed securities
Talking heads – Solutions to improve food security
Talking heads – Getting to grips with sustainability regulations
Talking heads – Shortlisting listed real estate
Talking heads - ESG investing and the role of the ‘S’ in company performance
Talking heads – Maintaining course through volatility in disruptive technology
Talking heads – Introducing private equity impact investing
Talking heads – US small caps – Fortune favours the bold
Talking heads - China to deliver on growth in 2022
Talking heads – Look for value in the value style
Talking heads - A new foreign exchange regime?
Talking heads - The inflation revival
Talking heads – Putting cash to work in volatile markets
Talking heads – Geopolitical storm tugs at fixed income moorings
Talking heads – Three questions on geopolitical upheaval and equity investing
Talking heads – Testing times for corporate bonds
Talking heads – Health and climate concerns drive water segment demand
Talking heads – Building back stability in Chinese equities
Talking heads – Emerging market debt: Don’t look the other way
Uncapped impact: Sunnova and the energy transition
Talking heads – Looking for direction as Fed pivots
Talking heads – Financing sustainable development
Talking heads – “A lot of value to be had” in multi-sector fixed income
Talking heads – Full valuations make 2022 a challenging year
Market weekly – Emerging markets head into 2022 in better shape
Market weekly – Investors will need to ‘shoot the rapids’ in 2022
Market weekly – A portfolio-level COP26 scorecard
Market weekly – Climate change: It is adapt or…
Market weekly – Emerging markets set to surface from tough year
Market weekly – Addressing the challenges institutional investors face
Market weekly - The why and how of thematic invest
Market weekly – Unlocking the value in fixed income
Market weekly – Confidence in storm-hit China should return
Market weekly – Convertible bonds: multi-functional and flexible capital
Market weekly – US stocks pause after winning streak
Market weekly – Transforming tech: Innovation and regulation
Market weekly – Private debt stands out amid the uncertainty
Market weekly – Pandemic leaves consumers smarter about their food
Market weekly - Focusing on the ‘S’ – What is in it for investors?
Market weekly – Fixed income: 2021 reflation trade, where art thou?
Market Weekly: Infra debt: Investing in the backbone
Market weekly: Ecosystem restoration: Why should investors be interested?
Market weekly: There is more to emerging market equities
Market weekly – Corporate bonds: Resilience amid rising inflation
Market weekly – Asia: A good place to change climate change
Market weekly – European equities: About to catch up
Market weekly – Biodiversity: Why nature loss matters
Market weekly – Risk-on to rock on in second half
Market weekly – Recovery and structural shifts signal inflation ahead in the US
Market weekly – Why invest in inclusive growth?
Market weekly – Creation and disruption in healthcare
Market weekly – Four questions on green bonds
Market weekly – Time for US bond investors to shift to greater flexibility
Market weekly – Strong fundamentals underpin Asian equities
Market weekly – The technologies contributing to net zero
Market weekly – Factor-based investing: it works for corporate bonds too!
Market weekly – What is fixed income for? Absolute return
Market weekly – Fresh impetus to ESG investing
Market weekly – Looking for pockets of value in high-yield bonds
Market weekly – Which way for carbon and offshore wind pricing in the energy transition?
Market weekly – A true alternative: private debt and real assets
Market Weekly - Climate change, a critical issue for our time
Market weekly – Spend, spend, but no inflation in sight
Market weekly – Equities’ dashboard signals another good run
Market weekly – Water, water, everywhere – and in your portfolio?
Market weekly – Eurozone interest rates are near the bottom
Market weekly - Multi-factor equity investing - Turning the corner after a difficult 2020
Market weekly – What we expect for 2021
Market weekly - Opportunities in Chinese fixed income
Market weekly – Embark on the engine of growth with Asian equities
Market weekly – “It’s the virus, stupid”
Market weekly – Greener becomes prominent on food investing menu
Market weekly – US MBS: a solid foundation and more
Market weekly - Chinese equities are go
Market weekly – US election: four more years or a new course?
Market weekly – Looking under the hood of disruptive technology
Market weekly – Carbon neutrality is achievable by 2050
Market weekly – Infrastructure debt for the long run
Market weekly – Still room for positive yields in USD, GBP money markets
Market weekly - Reducing the risk of digital inequality
Market weekly – US small caps stand to expand their lead on large caps
Market weekly - Fintech in emerging markets equals access to financial services and more
Market weekly – Fixed income is now a bond picker’s market
Market weekly – The environment, an extraordinary investment opportunity
Market weekly – Private debt and real assets: a resilient asset class across cycles
Market weekly – Much too little inflation or too much inflation: which will it be?
Market weekly - The case for global emerging market equities
Market weekly - What to expect after the Great Pandemic of 2020
Market weekly – Factor investing in equities: lessons from the COVID-19 crisis
Market weekly – Consumer innovators in the post-pandemic world
Market weekly – Do you have the equity protection you need?
Market weekly – Healthcare, an investment theme for the coming decade
Market weekly – Riding the digital transformation with US equities
Market weekly – Seize the opportunities with active equity strategies
Market weekly – Fixed income – deflation, not inflation, is the main risk now
Market weekly – Chinese equities – ahead of the curve
Market weekly – Time to add risk in multi-asset portfolios?
Market weekly - Quality will withstand volatile equity markets
Market weekly - Sustainability and resilience in volatile markets
Market weekly - Some calm after the storm
Market weekly - This policy response can turn the tide
Market weekly – Quality is now key