Inflation and the inflation markets
  • 30 May 2026

Please join Mark Capleton in discussion with Stephen Juneau, Alessandro Infelise-Zhou and Meghan Swiber on inflation and the inflation markets, covering: the outlook for inflation, where we diverge...

Bond market selloff
  • 27 May 2026

Please join Sphia Salim in conversation with global rates strategists to discuss the broad bond market selloff of the past week. We will explore its drivers across regions and the risks of a furthe...

Speaking of Alternatives
  • 21 May 2026

Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments.

Outerblue Talks Research - Adapting to Ruptures - Diversific...
  • 20 May 2026

This podcast explores the main insights from Amundi’s 2026 Capital Markets Assumptions. Listen to how long-term investing is being reframed by a world...

Podcast: Two decades of resilience, relationships, and the road ahead in private capital
  • 18 May 2026

Yesterday, we published a special episode of Randy's Private Capital Call podcast featuring Churchill’s CEO Ken, recorded in celeb...

Must Read Research: Weather & Commodity Risks; Fed Hikes; EU Trade Dynamics and Evolving Consumers
  • 18 May 2026

This week, we track how weather disruptions from El Niño may ripple through commodity markets that are already on edge, how sticky inflation and strong labor data could prompt unexpected Fed rate h...

Summit, yen-tervention, & US rates
  • 17 May 2026

Please join Mark Cabana in discussion with Adarsh Sinha & Meghan Swiber to discuss the US-China summit, yen intervention, & US rates. We will cover FX views in context of US-China summit & recent y...

Podcast: In tune with the markets – Pop
  • 15 May 2026

Tune in to our newest episode on music and markets with stock market veteran Arnout van Rijn.

K-shaped housing: regional and segment divergence emerges from inventory reset
  • 13 May 2026

Don't shut the door yet; housing supply discipline turning Consistent with the U.S. economy as a whole, the housing and building products markets are stronger in the high end, and weaker in the ent...