Talking Heads - US small caps – Reasons to be...

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate ...  Show more

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel Morris that inflation-linked p ...  Show more

Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential pa ...  Show more

Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and currencies. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Danie ...  Show more

After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate ...  Show more

As nations continue to respond to crises by taking on more debt, are we kicking the can down the road on global debt sustainability? In the second episode of Investment Ideas, Debt, Douglas Isles sits down with Simon Warner, Head of Portfolio Management at Aware Super, to explore ...  Show more