Featuring industry experts, our on-demand podcasts offer timely, insightful discussion and analysis of markets, geopolitics and fund strategies in formats designed to work with advisers' busy schedules.
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Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM debt market.
3 views • 4 months ago
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Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM…
3 views • 4 months ago
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Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced.
0 views • 4 months ago
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There is a rotation happening here, but it may not be the one you think.
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As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?
35 views • 4 months ago
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For Capital Group’s Harold La, it’s not about predicting the future, it’s about putting yourself in a position to see change early, build conviction and stay with it…
0 views • 5 months ago
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Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson discuss geopolitical events, including the Iran war and the outlook for…
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Fidelity’s George Efstathopoulos and Terrence Pang discuss how energy security and the AI capex cycle are reshaping Asia into a more fragmented investment landscape.
53 views • 5 months ago
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Baillie Gifford considers why the blockchain-based technology represents an “operation system upgrade” for the investment industry.
45 views • 5 months ago
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As global investors reassess their allocations, Ninety One sees emerging markets entering the second half of the year from a position of genuine strength.
51 views • 5 months ago
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Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin explains what's behind the shift and how AI…
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What happens to markets when investing goes on “autopilot”? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matters…
75 views • 5 months ago
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With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Capital Group equity portfolio manager Michael Beckwith. So what drives effective long-term outcomes?…
72 views • 5 months ago
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With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and…
70 views • 5 months ago
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The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.
103 views • 5 months ago
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Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI.
0 views • 6 months ago
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Aberdeen explores how the US and China are competing in AI, from models and semiconductors to power grids and government strategy, and asks whether it’s really a race…
80 views • 6 months ago
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Founder and chief executive Viswa Colluru tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.
0 views • 6 months ago
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A research trip to China by Ninety One has reinforced that the energy transition and intelligent economy are accelerating – and investable.
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Risks relating to the US private market and AI disruption have driven big moves in credit markets this year. Ninety One’s Co-head of Developed Market Credit Justin Jewell…
73 views • 6 months ago
Listen nowDespite the conflict, there are reasons for investors to be constructive in the months ahead.
0 views • 6 months ago
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