All Podcast articles – Page 9
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Podcast
The Portfolio Doctor Is In
2022 was filled with numerous challenges. The market saw unparalleled shifts in rates and inflation, all while the geopolitical landscape erupted. With volatility high, many investors grappled with how to approach portfolio construction in times of such unprecedented change.
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Podcast
What Goes Up Must Come Down…Right?
As we wrap up on the past year, many would agree that the predominant market trend that impacted investors would have to be inflation. In 2022, inflation levels rose to the highest we have seen in four decades. How did we get here?
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Podcast
Solving for 2023: How the Tables Have Turned
As we conclude another year of volatile markets, geopolitical turmoil as well as record-setting inflation getting added to the mix, one could say that 2022 was truly an eventful year. But as we reflect on the pivotal events that occurred, what lessons can investors take away as we prepare for the year ahead? Could there be an end in sight for the volatility? And what asset classes might investors want to delve into in the coming year, now more than ever?
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Podcast
Zero emission ferries and battery power technology
With climate change being one of the most pressing challenges of our time coupled with the energy crisis currently plaguing Europe there is a clear need for both the strengthening of energy security and an increase in renewable sources of energy.
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Podcast
RedevCast episode 5 available now
Take some time this coming holiday season to listen to the the fifth episode of our RedevCast, podcast series!
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Podcast
Bank of Japan: The G-10 Outlier
As economies around the world are dealing with the effects of inflation, we evaluate if there are differences in how central banks globally are managing the major impact to assets.
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Podcast
The Investment Podcast: CIO perspectives on 2023 and the inflation equation conundrum
M&G’s CIOs, Fabiana Fedeli, Will Nicoll and Jim Leaviss share their views as we head into 2023, discussing valuation opportunities, the depth of a potential recession – and how much closer we are to the light at the end of the tunnel of rate hikes and rising inflation.
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Podcast
‘Net zero will reorganise value chains’: Höhne-Sparborth joins Hymans Roberston podcast
With the transition to net zero a crucial investment theme, how can investors reduce exposure to climate risk while targeting growth opportunities?
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Podcast
The greenest French district heating operator
With climate change being one of the most pressing challenges of our time coupled with the energy crisis currently plaguing Europe there is a clear need for both the strengthening of energy security and an increase in renewable sources of energy.
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Podcast
Episode 3 | Drew Schardt - Does Private Equity Really Care About Interest Rates?
Listen as Drew takes us through his response to this timely topic
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Podcast
From Distressed Debt to Capital Solutions: An Evolving Landscape
As the global economy has slowed, investor interest in distressed debt strategies has risen. But the distressed market isn’t what it used to be.
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Podcast
The Investment Podcast: The case for adding to risk in credit markets
Credit markets have been front and centre stage as the events of 2022 unfolded.
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Podcast
Could Liquid Alternatives Provide Answers?
As we continue to navigate the current challenging investment environment, we look at the aspects of various asset class categories that could provide insight. As we transition into this new regime, investor demand for diversifiers have come into focus.
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Podcast
Carbon neutrality and the renewable energy transition
With climate change being one of the most pressing challenge of our times coupled with the energy crisis currently plaguing Europe, there is a clear need for both the strengthening of energy security and an increase in cleaner sources of energy.
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Podcast
Make some time to listen to RedevCast episode 4!
In the fourth episode of the RedevCast, Redevco’s Head of Global Transaction Management, Adam Starr and Head of Capital Raising, Robbert Zoet discuss the company’s ongoing drive to transform obsolete retail space and diversify its portfolio.
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Podcast
Building on Infrastructure Investing
In this episode of Disruptive Forces, Head of Infrastructure Investing, J. Michael McCarthy, joins Anu Rajakumar to share more about how private infrastructure investing came to be, and to demystify the misconceptions of this asset class that actually can provide an intriguing opportunity set to investors today.
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Podcast
Episode 2 | Stephanie Davis - Rise of the Retail Investor
Stephanie Davis talks about the rise of retail investors, democratization of private markets and how Hamilton Lane is growing investor access
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Podcast
The Investment Podcast: Time to allocate to mispriced consumer finance opportunities?
Imagine a new global financial crisis (GFC) materialising every year from here. The market seems focused on the fact that it will get tougher for consumers, and is in some cases pricing in default rates equivalent to GFC levels of stress, for years to come.
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Podcast
All The Credit, Ep. 34 - Supply Chain Strain Reframe
Guillermo Felices explains our proprietary inflation model and provides an update on the direction and level of inflation that we’re expecting in 2023.
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Podcast
Making Sense of Markets and Policy Change
On this episode of Disruptive Forces, host Anu Rajakumar is joined by Robert Dishner, Senior Portfolio Manager for Multi-Sector Fixed Income, to discuss current volatile market dynamics and the associated challenges as we head toward the end of the year.