All Podcast articles – Page 11
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PodcastOuterblue Talks Research - Geopolitical shifts shaping investments
Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the global economy and trade relationships.
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PodcastEmerging Opportunities in Emerging Markets Debt
The Emerging Markets sector has not been immune to today’s market challenges. Between the pandemic and the Russia-Ukraine war, factors such as the cost of living and food inflation have caused an adverse impact on sovereign balance sheets.
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PodcastOuterblue Convictions – H2 Outlook - Opportunities beyond a precarious path to growth
This month’s episode is a special focus on the macro-economic outlook and investment themes for 2023 and beyond.
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PodcastCommodities and Their Place in the Transition Pathway
With the broad awareness of the energy transition across the globe, investors are looking for ways to position their portfolios to capture the transition. However, some question whether portfolios exposed to the business of extracting more raw materials from the earth can meet the objectives of all investors.
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PodcastThree Opportunities in Private Equity & Real Assets
Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets, including: emerging managers, continuation vehicles and “real assets 2.0.”
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PodcastIndependence Day 2023: A Look Across U.S. Municipalities
Dennis Derby and Christine Collins discuss the upcoming Fourth of July holiday and specific reasons for investors to celebrate muni investing in the U.S.
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Podcast2023 Midyear Outlook: Allview Face-off Roundtable
Members of Allspring’s Systematic Edge team, Plus Fixed Income team, and Discovery Growth Equity team share their predictions for the markets and beyond in the second half of 2023.
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PodcastCity in Focus #2: Milan
Milan is not only a fashion powerhouse, it’s also a city that’s growing rapidly, with its booming economy outpacing the rest of Italy.
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Podcast2023 Sustainable Investing Midyear Outlook: Agri-Food for Thought
Tom Lyons, head of Climate for Allspring, and Chris McKnett, head of Sustainable Strategy, Stewardship, and Implementation for Allspring’s Sustainability team, discuss the impacts of a changing climate and how they’re becoming increasingly evident worldwide on different industries, especially how the world produces and consumes food. A more complete discussion can be found in Allspring’s midyear report.
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Podcast2023 Equity Midyear Outlook: Potential in Emerging Markets
Derrick Irwin, portfolio manager for Allspring’s Intrinsic Emerging Markets Equity team, and Ann Miletti, head of Active Equity and chief diversity officer, discuss emerging markets and why they might be one of the best areas to invest in this year. A more complete discussion can be found in Allspring’s midyear report to investors.
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PodcastRedevCast episode 6 – Road to Carbon Neutrality
In the sixth episode of the RedevCast, Redevco’s Head of Project Management, Nele Schelfhout and Sustainable Development Manager, Martijn Horsman join Priscilla Tomasoa to evaluate Redevco’s progress and success towards their mission of achieving a Net-Zero Carbon portfolio by 2040.
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Podcast2023 Fixed Income Midyear Outlook: Riding the Curve
Martijn de Vree, head of Fixed Income Solutions, and George Bory, chief investment strategist for Fixed Income at Allspring, discuss strategies that global fixed income investors can pursue in today’s markets. A more complete discussion can be found in Allspring’s midyear report to investors.
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PodcastFinding the Silver Lining in Commercial Real Estate
As the commercial real estate landscape continues to evolve out of the many crises that hit the sector, namely with COVID and regional banks, investors are evaluating what their next move is within this asset class.
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PodcastMegatrends: Personalized Investing
Megatrends can influence how we invest but what happens when it blends technology, investment acumen, and human expertise? Manju Boraiah discusses what personalized investing means to financial advisors and clients.
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PodcastPodcast: Is hydrogen really the solution to net zero?
How practical is it for the world to adopt such a complex and dangerous fuel as hydrogen as a major clean energy alternative? Kristian Hoeg Madsen, Co-Head of Hydrogen Investment at Schroders Greencoat, joins the pod to discuss.
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PodcastPAT Cast #14: Bridging the digital divide: why mid-market is driving the most value in a digital world
With world-wide spending on the Internet of Things expected to reach 1.1 trillion dollars this year, governments alone cannot pick up the bill to digitalise our economies.
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PodcastOuterblue Talks Research - Emerging renaissance
2022 was a year to forget for emerging markets, but so far 2023 has brought more optimism that emerging markets may be making a comeback.
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PodcastOuterblue Convictions – Global Investment Views: All eyes on the debt ceiling
Washington remains firmly in the spotlight this month as the US debt ceiling negotiations remain at a deadlock. While a deal is expected sooner or later, what damage will be done in the meantime, especially as the economy in the United States had already been expected to slow?
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PodcastCoastal Marinas: Charting a Course for Growth
Head of Capital Solutions, Bryan High, sat down with Zayd Hamman, Chairman of Coastal Marinas to discuss how the management team has built an impressive platform for owning and operating marinas in Charleston, SC, and how Barings has partnered with them along the way.
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PodcastBuilding Portfolio Resiliency with Compounding Income
Join Kevin Johnson, CFA, head of Platform Distribution, and Christopher Lee, CFA, senior portfolio manager on the Plus Fixed Income team, as they discuss the current market environment and how adding short duration income to a portfolio may help investors find consistency through inconsistent markets.
