All Podcast articles – Page 3
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Podcast
Real Insights Editor’s Picks #3: It isn’t easy going green
How do we grapple with decarbonising the built environment? And how does Finland’s strong emphasis on early childhood education and care enable the country to outperform its peers when it comes to OECD measurement?
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Podcast
The Liquidity Squeeze in Secondaries
As we continue to navigate the challenged market environment, investors have been exploring what their options are for liquidity in their portfolios. Secondary Private Equity investors in particular have a lot to grapple with: from the undercapitalization of the secondary market to the shifting goals of buyers and sellers in the space. However, could the undercapitalization in the secondary market be a boon to investors, opening up unique opportunities for liquidity providers? Or is all hope lost?
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Podcast
The Outlook for Infrastructure
Hamish Lea-Wilson discussing the infrastructure deal market with Ali Kazmi, Partner, Global Co-Head of Infrastructure Rothschild & Co
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Podcast
All the Credit, Ep. 45 - Value Through Headwinds: What’s Next for European Banks?
What’s next for the European banking sector and insights into its relative attractiveness during a time of economic fragility for the EU.
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Podcast
Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets.
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Podcast
Fixed on ESG, Ep. 18 - Plastic Packaging Predicament: The Best-Worst Option
A conversation on the implications of plastic packaging and what investors should consider when it comes to the plastic packaging sector.
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Podcast
PAT Cast #18: Solar investment in real estate: Solarfication of logistics assets to add value to unused rooftops
Solar is leading the charge in the transition away from fossil fuels and towards greater use of renewable and cleaner energy sources. And one way it can be adopted at scale in real estate is by installing solar panels on unused roof space, which generates clean energy without the need for new infrastructure.
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Podcast
A Force to Be Reckoned With
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the ’40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape?
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Podcast
City in Focus #3: Copenhagen
Copenhagen - the city where everyone cycles - is one of the happiest and most liveable cities in the world. It’s so attractive that up to 9,000 new homes have to be built every year to keep up with demand.
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Podcast
The Investment Podcast: Dissecting the fallout from the gilt crisis
Just over a year has passed since the gilt market turmoil of September 2022, sparked by the UK government’s so-called ‘mini-budget’. The fallout from the crisis, as the pound fell and gilt yields spiked, prompted an emergency intervention by the Bank of England to restore orderly market conditions against a global backdrop of high inflation and rising interest rates. A significant change in asset class demand dynamics ensued as pension funds sought to meet collateral calls for their LDI mandates.
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Podcast
The Energy and Infrastructure Debt Market
Alessandro Valenti discusses recent changes in the debt markets with Bart White, European Head of Energy Structured Finance at Santander Corporate
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Podcast
Outerblue Talks Research – Beyond crypto; Understanding central bank digital currencies
Payment habits have evolved dramatically over the last few decades. The use of cash has been shrinking for some time, but this phenomenon was rapidly accelerated by the Covid crisis.
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Podcast
From Hype to Reality: The Impact of Generative AI
Artificial intelligence (AI) has taken the world by storm, capturing our curiosity and driving massive investment in technology infrastructure.
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Podcast
PAT Cast #17: EXPO REAL Special: Insights from the European Residential Markets Report 2023/24
PATRIZIA’s Investment Strategy & Research team has today released its European Residential Markets Report 2023/24, which shares invaluable insights with investors.
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Podcast
Outerblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues
Autumn made a hasty arrival to Europe in mid-September and it was accompanied by a multitude of monetary policy meetings. The current tightening cycle has seen plenty of interest rate hikes. But this new round of meetings show how central banks appear undecided on their next steps in light of the mixed signals coming from their economies. What will this cautious stance from central banks mean for the world’s economies?
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Podcast
The Investment Podcast: The state of play in European private credit
Risk assets have repriced over the past year due to financial-market volatility and higher-than-usual levels of uncertainty surrounding issues such as terminal rates, inflation, geopolitics and economic growth. Consequently, we believe private credit currently offers unusually high potential returns while retaining its traditional defensive characteristics of low duration and security.
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Podcast
Beyond China: The Emerging Markets Opportunity
What do emerging markets look like without China? Derrick Irwin and Joseph Dore discuss the emergence of EM (emerging markets) equity ex China.
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Podcast
Riding the Curve: A Sprint or a Marathon?
Recorded on August 23, 2023, this conversation centers on the parallels between the world of running and how investors might consider positioning themselves across the yield curve today to run a successful race. Danny Sarnowski, portfolio specialist for the Plus Fixed Income team with Allspring Global Investments, and Abby Becker, consultant relations associate manager, share their thoughts.
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Podcast
Bonds and Beyond in Today’s Fixed Income Markets
A shift into higher rates globally over the latter part of 2023 has created a new investment regime in the fixed income markets; prompting investors to reassess their strategic asset allocation. Despite the reset of fixed income yields to much higher levels, making the asset class look attractive, how can investors be prepared for potential rate cuts while balancing the exciting opportunities that the market is presenting as we make our way through the current market cycle?
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Podcast
PAT Cast #16: Bioenergy: A bridge to a green energy future
As we race to decarbonise the planet, finding alternative energy sources is critical. Green hydrogen might be the fuel of the future, but bioenergy is the fuel of today - and the case to invest has never been stronger.