All Podcast articles – Page 4
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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.
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Podcast
Climate Action 1,2,3!
As long-term infrastructure investors, it is vital that we manage the risks and opportunities presented by climate change and the energy transition. Our target is to achieve net zero emissions in our portfolio by 2050.
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Podcast
Green Governance
In late 2022, Finerge, Igneo’s Iberian renewable energy business, completed one of the largest ever refinancings in the renewable sector, a €2.3bn transaction which was certified as a green loan.
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Podcast
Outerblue Convictions – Global Investment Views: Divergences persist as we head into autumn
For many, September has a back to school feel about it after a long break and is often the chance for a bit of a refresh. This summer, markets certainly weren’t on holiday, as August saw corrections and volatility, whilst there was also further softening in economic data, particularly in Europe and China.
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Podcast
Fixed on ESG, Ep. 16 - The Price of Power: The Impact of Wildfires on Utilities
Damaged power lines are a leading cause of wildfires around the world and serve as a significant vulnerability to the service providers who operate them.
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Podcast
Real Estate in a Time of Uncertainty
With this year’s bank failures and the continued rise of interest rates, questions loom about where our economy is headed and how best we can prepare ourselves for what is next.
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Podcast
The Investment Podcast: An Introduction to Significant Risk Transfer
The Significant Risk Transfer (SRT) market currently offers a compelling alternative to traditional asset classes given high levels of inflation, according to James King, Head of Structured Credit at M&G Investments. SRT transactions involve a high element of risk but coupons that have the potential to range up to the high teens provide significant compensation, whilst the floating-rate nature of the asset class has typically delivered increased levels of income as interest rates adjust higher.
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Podcast
Investing in the energy transition using a non-specific mandate
Two generalist infrastructure managers, Guillaume Faroux from Vauban Infrastructure Partners and Marcus Ayre from Igneo Infrastructure Partners
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Podcast
Infrastructure Debt: The Growing Attraction
Orhan Sarayli, Head of North America on Barings’ Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastructure debt, including who is buying the asset class today, and what trends may underpin its growth in the years to come.
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Podcast
Recession Risks Are Rising—Are You Prepared?
In this podcast, Jamie Newton, head of Global Fixed Income Research and deputy head of Sustainability at Allspring, and Rick Hartley, senior vice president and client advisor on the Insurance Solutions team, discuss reasons the U.S. economy has remained resilient to date, the signs pointing to a possible recession on the horizon, and strategies investors can use to prepare for it.
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Podcast
The Changing Sentiment Around Wealth
In the last decade, we’ve seen many shifts. One in particular that predates the market volatility of today is something known as the Great Wealth Transfer.
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Podcast
Outerblue Talks Research – Parallels with the 70s. The long and winding road continues
Whilst fashion trends regularly make come-backs, revivals in economic trends are a lot less frequent. The double-digit inflation rates seen over the past two years have left many wondering whether other hallmarks of the 1970s are also due for a return and what can be learnt from previous missteps as we transition to a new economic model.
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Podcast
Make the Most of Your Offseason
The summer can be a slower time for financial advisors and their business. Dr. Rick Jensen, world-renowned performance coach, sports psychologist, and author, and Scott Engroff, sales manager and senior vice president for Intermediary Sales at Allspring Global Investments, discuss how advisors can use that downtime in the offseason to take their game to the next level.
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Podcast
What Should We Do with All of this Office Space?
From Wall Street economists to local taxi drivers, everyone is talking about the challenges facing U.S. office real estate. How big is the problem? What are the potential solutions? And will there be investment opportunities along the way? Barings’ Dags Chen weighs in.
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Podcast
Opportunities in Structured Products
Jin Im, associate portfolio manager for the Investment Grade Fixed Income team at Allspring Global Investments, and Rob Absey, head of Insurance Solutions, discuss structured products, often referred to as securitized assets or securitized products, and the value and importance these assets can have in overall investment portfolios.