All Podcast articles – Page 2
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Podcast
Outerblue Convictions - Global Investment Views: Central banks still centre stage
We may only be a few weeks into 2024, but the markets have been anything but quiet. After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China. Central banks remain centre stage, as markets continue to speculate over their next steps.
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Podcast
The Future of Renewables
We consider continued renewables expansion in developed markets and explore the themes of repowering, overpowering, co-location and grid capacity constraints
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Podcast
Real Estate Debt: Why Now?
While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors in 2024—benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.
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Podcast
A New Era for Private Credit
The recent buzz around private credit has captured the attention of investors worldwide. It has also demonstrated remarkable resilience amid economic uncertainties.
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Podcast
A Growing Gap: Exploring Progress on Global Decarbonisation
Exploring the widening gap between actual progress and policies on decarbonisation, and what would be needed to limit global warming to well below 2°C.
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Podcast
PAT Cast #19: Finding value in a new macroeconomic environment
As we enter a new economic cycle, what is the outlook for global real assets? In the first PAT Cast of 2024, we take a look at the year ahead and discuss where we believe the most attractive investment opportunities will lie across real estate and infrastructure in a higher-for-longer environment.
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Podcast
Unlocking forest carbon opportunities
Carbon and timber value presents a spectrum of optionality: Our integrated property management team’s core focus on sustainability can enable forest carbon investment opportunities in addition to traditional timber value. Learn more.
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Podcast
What Tailor-Made Investing Looks Like
With a new calendar year ahead of us, many of us are taking the time to evaluate our investments against the current macro backdrop and seek to set ourselves up for long-term success.
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Podcast
The Investment Podcast: A brief history of real estate – and what’s back in fashion
History offers useful lessons, as a plethora of adages often remind us.
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Podcast
All the Credit, Ep. 47 - Holiday Indigestion: The Investment Implications of GLP-1s
Exploring the investment implications of GLP-1s across fixed income markets and industries.
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Podcast
Fixed on ESG, Ep. Ep. 20 – COP28: Dissecting Climate Progress and Pledges
A review of the takeaways from COP28, the United Nations Climate Change Conference, hosted in Dubai, UAE.
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Podcast
Outerblue Talks Green – The rise of responsible investing in Asia
Asia faces distinct and complex challenges when it comes to the energy transition as it looks to balance economic development with the necessity to transition to a low carbon economy.
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Podcast
City in Focus #4: Frankfurt
Frankfurt is not only the financial centre of Germany, but also the centre of the European banking sector. Known as Mainhatten due to the skyscrapers that dominate the city’s skyline and its location on the River Main, Frankfurt is attractive for both investors and residents alike, praised for its connectivity and innovation.
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Podcast
Outerblue Convictions – Global Investment Views: What stands out amongst the Santa Rally?
In our last Convictions podcast of the year, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sat down last week to discuss whether any of the recent policy comments or economic data publications might have impacted our main calls for 2024.
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Podcast
Behind the Scenes of Solving for 2024
As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come.
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Podcast
PAT Cast #18: 2023 - Year in review
Taking stock of a challenging 2023, this special episode examines the many conversations we’ve had on the PAT Cast over the past year.
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Podcast
CIO perspectives on what lies ahead in 2024
M&G’s CIOs Jim Leaviss and Fabiana Fedeli share their perspectives for 2024, considering how to potentially drive returns through the uncertainty ahead, and highlighting the importance of being selective in a challenging economic environment.
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Podcast
Estonia - The transition of a country’s power mix
Alastair Neill of Igneo discusses the challenges and the progress made with Priit Koit, CEO of Utilitas Group
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Podcast
Addressing the Affordable Housing Crisis
Daron Tubian, Head of Affordable Housing Investments at Barings, sits down with Rich Roberts of Red Stone Equity Partners to discuss the housing affordability crisis in the U.S., and how investors can play a role in the solution while also earning potentially attractive returns.
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Podcast
The Art of Giving in Philanthropy
As the end of the year approaches, many of us consider what we can we do for those in need. Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction effectively? And particularly during these times of volatility, how can donors optimize their philanthropic efforts?