Talking Heads - AI: Transforming quantitative...

The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Inve ...  Show more

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.For more insig ...  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