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.
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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.
0 views • 2 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 • 3 months ago
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There is a rotation happening here, but it may not be the one you think.
0 views • 3 months ago
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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 • 3 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 over time.
1 views • 3 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 the US midterms.
0 views • 3 months ago
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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 • 3 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 • 3 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 • 3 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 could change shopping forever. Capital at risk.
0 views • 4 months ago
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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 in expensive, concentrated markets.
75 views • 4 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? Adaptability and judgment.
72 views • 4 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 geopolitical shocks?
70 views • 4 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 • 4 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 • 4 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 at all – or something far more…
80 views • 5 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 • 5 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.
0 views • 5 months ago
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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 and Investment Director Jared Cook discuss these…
73 views • 5 months ago
Listen nowDespite the conflict, there are reasons for investors to be constructive in the months ahead.
0 views • 5 months ago
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