All Podcast articles – Page 4
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Podcast
All the Credit, Ep. 46 - Realities in Rates
A discussion on the end of the hiking cycle, the impact of fiscal deficits on long-term rates, and the interplay between rates, curve shape, and the economy.
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Podcast
Redevcast 7 The Mapic series
In this new Redevcast – a series of seven – we engaged in conversation with Cécile Pouzadoux, Portfolio Director, and Vanessa Medioni, Head of Communications, both Redevco France, about urban place-making, new retail concepts and mixed-use opportunities in the context of making cities more sustainable and liveable.
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Podcast
Fixed on ESG, Ep. 19 - Climate Finance
A look into the current state of international climate finance and how it’s been integrated into our sovereign ESG framework considerations.
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Podcast
2024 Public Fixed Income Outlook
From high yield and investment grade credit to emerging markets and securitized debt, what will 2024 hold for fixed income investors? Our panel of experts weighs in on the opportunities and risks ahead.
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Podcast
Outerblue Talks Research – What awaits emerging markets in 2024?
This emerging markets outlook special edition looks ahead to 2024. While a slowdown is expected in developed markets, emerging markets (EM) are likely to prove more resilient next year with the growth premium over developed markets continuing to widen.
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Podcast
Outerblue Convictions – Steering through turning tides in 2024
A special edition of Amundi’s monthly Convictions podcast focusing on the outlook for developed markets in 2024.
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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
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
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
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.