All Podcast articles – Page 8
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PodcastExiting Long-Term Infrastructure Investment
Since 2019 Igneo has successfully exited 9 of its European portfolio companies.
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PodcastThe Investment Podcast: The great global election cycle
As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across developed and emerging markets – from the US and UK to South Africa and Mexico. They also analyse what asset allocators are watching, including the influence of outcomes on fiscal, monetary and climate policy, the impact on asset prices and potential mispricing opportunities.
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PodcastPAT Cast #20: Pathway to net-zero: Protecting the future value of assets through decarbonisation
With tenants increasingly desiring sustainable buildings, governments adopting legally binding net-zero carbon targets, and rising concerns around embodied carbon, decarbonising our building stock is essential - and the risks of not taking action are immense.
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PodcastOuterblue Talks Social: Exploring perceptions of equal opportunities with Romina Boarini, OECD
Promoting social mobility and equality of opportunity remains a pressing concern for many countries, challenging the very fabric of our society. Hence, understanding the perceptions and representations of equal opportunities is essential to catalyse collective action and support corrective measures.
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PodcastMartello Re: Building a Reinsurer from the Ground Up
Dennis Ho, CEO of Martello Re, sits down with Barings’ Colin Gordon to discuss the creation and rapid growth of Bermuda-based reinsurer Martello Re, and how trusted partnerships have been the key to tackling challenges ranging from investment returns to hiring and beyond.
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PodcastOuterblue 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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PodcastThe 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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PodcastReal 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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PodcastA 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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PodcastPAT 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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PodcastUnlocking 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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PodcastWhat 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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PodcastThe 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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PodcastOuterblue 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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PodcastCity 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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PodcastOuterblue 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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PodcastBehind 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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PodcastPAT 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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PodcastCIO 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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PodcastEstonia - 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
