All Podcast articles – Page 9
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PodcastAddressing 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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PodcastThe 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?
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PodcastRedevcast 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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Podcast2024 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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PodcastOuterblue 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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PodcastOuterblue 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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PodcastReal 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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PodcastThe 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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PodcastThe 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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PodcastOuterblue 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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PodcastPAT 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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PodcastA 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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PodcastCity 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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PodcastThe 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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PodcastThe 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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PodcastOuterblue 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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PodcastFrom 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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PodcastPAT 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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PodcastOuterblue 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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PodcastThe 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.
