China & the shifting investment leadership in Asia 9/21/26

It has been a banner year for some of the biggest college endowments in the United States. And for many of them, those returns have been driven in large part by more traditional stock market exposures, compared to more complex investment strategies. However, that landscape is changing. Captrust CIO Mike Vogelzang and State Street Chief Business Officer, Anna Paglia, share their thoughts on the future of higher education investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s not what the Fed said this week about the decision to hold rates steady…. it’s what it didn’t say that has certain parts of the fixed income and equities markets on the move.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why one long-time money manager believes investors aren’t necessarily any more sophisticated than they were 30 years ago… and why it all comes back to our own, human biases.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Promising to deliver something that works when most other things won’t, this time-honored hedge fund safety strategy in an ETF wrapper could be the next big thing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The spike in U.S. Treasury yields gets all the attention. But there is real change afoot in other areas of the bond market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The U.S. securities regulator has moved to allow limited application of tokenization. Could the technology eventually be “ETFs 2.0”? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The traditional lines between parts of the energy sector are blurring… and forming a new whole. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Chinese market could be poised for a comeback… but is it too late to hold its place as the Asian front-runner? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The growth of retail trading is driving issuers to move faster… towards more disruptive products. Now, “time” is of the essence.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Short-covering, CLARITY Act, something else? Crypto is bouncing. But is it a one-time thing… or is there more at play? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.