PodcastOuterblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?
Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.
PodcastPrivate Real Estate: From Uncertainty to Opportunity
Despite the challenges of a tough fundraising environment and fluctuating interest rates, private real estate is gaining traction as an attractive investment option amid economic uncertainties. But what makes private real estate a viable option? How does it help to hedge against inflation, and where do some of the unique opportunities lie?
PodcastPowering Data Centre Expansion
This episode focuses on the energy use of data centers, methods of renewable energy procurement and accounting of greenhouse gas emissions.
PodcastOuterblue Convictions – Global Investment Views – Perspectives on the US elections
After many months of build-up and speculation, the 2024 US election is almost here. Over the past few weeks, financial markets have become increasingly focused on the candidate’s platforms and what these might imply for the economy and markets. How could markets react to Trump and Harris’ different proposals on taxation, trade and immigration?
PodcastCrude Realities: Analyzing the Outlook for Oil and Energy Markets
This episode highlights the outlook of crude oil, exploring supply-demand dynamics, geopolitical risks, and potential impacts from the 2024 U.S. election.
PodcastThe Blurring Lines Between Public & Private Credit Markets
Barings’ David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers, borrowers and investors.
PodcastPrivate Debt: The Appeal, The Fears & The Facts
In an ever-evolving financial landscape, Private Debt has emerged as a resilient and adaptable asset class, capturing the interest of investors seeking stability and growth. Despite negative media coverage, what makes this asset class appealing to investors? What are the implications of lower interest rates on Private Debt? And how does it fit into today’s overall investment climate?
PodcastOuterblue Convictions – Global Investment Views – Ears to the ground
Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the Fed’s first rate cut in four years. What are the core points for investors to note? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, unpack all the elements, looking at the data, the market expectations, the surprises, and what might be next for the other central banks.
PodcastConnecting the Dots: US elections – what are investors watching?
In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal expenditure and the ever-present market disciplinary forces.
PodcastRates and REITs
With the rate tightening cycle largely behind us and discussions now shifting towards potential rate cuts, the time seems right to discuss Real Estate Investment Trusts. Despite REITs being perceived as bond proxies, they have the potential to offer stable and growing revenue streams from tangible assets like apartments, shops, data centers, and towers. But what is the correlation between REITs and rates in today’s environment? And how can investors seek to benefit?
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