Beth Duggan, Associate General Counsel, shares lessons from the battlefield of liability management exercises, which can help to inform a robust legal due diligence process.

This episode of The Outthinking Investor covers the opportunities, challenges, and security considerations at play amid rapid innovation in AI and a global battle for technological supremacy.

Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. They include a recent shift in policymaker thinking to end years of underinvestment and reprioritise spending on infrastructure.

In Natixis Investment Managers 2024 institutional investor survey, 60% of Australian respondents said they were looking for new opportunities or areas of interest in private markets. One area which is certainly benefitting from this increased interest is Asset-Backed Finance (ABF).

Water deserves a place in investment portfolios. Why? Growing demand from food production to smart phone manufacturing, the need to tackle droughts and floods, and concern about its availability and quality are powerful drivers in this billion-dollar market that is expanding faster than the broader economy.

Listen to BNP Paribas Asset Management's Water Strategy Portfolio Managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change. They will also address the growing need for ultraclean water for semiconductors and cooling applications for datacentres.

FSC Board Member Andrew Pancholi interviews real-estate cycles expert Akhil Patel on the 18.6-year economic cycle. Siting current indicators like speculation, deregulation, and overconfidence, Patel believes we are in the final, speculative phase before a likely peak around 2026.

In this conversation we understand Apollo’s growth, reach and specialisations.More importantly we discuss the convergence of the public and private asset management industries, where the accelerating marriage of alternatives and traditional assets appears irreversible.

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.

Listen to Infrastructure Investor’s latest podcast where Don Dimitrievich unpacks what the outcome of the recent US election could mean for the Inflation Reduction Act, the US’s commitment to clean energy, and the need for infrastructure financing going forward.

Manulife IM explore why diversified private credit yields may be correcting from all-time highs but continue to offer stable returns and compelling risk/reward.

Eric Deram, CEO & Managing Partner of Flexstone Partners, shares his thoughts on the Democratisation of the private assets sector. Flexstone is an investment manager dedicated to the private asset sector with a focus on private equity. It is a subsidiary of Natixis.

Outside developed markets, technology platforms are addressing huge unmet consumer needs through ecommerce and financial technology.

Demand for power in Asia could expand as much as fivefold in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. That should set up investment opportunities in areas from clean power and efficient cooling to grid improvements and energy storage.

This webinar explores how President Donald Trump’s policies may impact clean energy investing going forward in the U.S.

Invesco Real Estate’s value-add team discusses its approach in a challenging market highlighting a disciplined, local team-based execution program and strategic investments in sectors like logistics and living.

This episode of All the Credit kicks off our new sub-series, Credit Markets in Transition, with an in-depth look at the rapidly growing ABF sector.

Ausbil Global Essential Infrastructure Portfolio Manager, Tim Humphreys provides a portfolio update for the Ausbil Global Essential Infrastructure strategy and the outlook for global essential listed infrastructure.

Michelle Handy, Chief Investment Officer of Direct Lending, discusses how optimistic market sentiment is impacting private credit supply-demand dynamics and deal terms, and provides her 2025 outlook for the private credit market and corporate fundamentals.

Decommissioning the world’s ageing offshore oil and gas infrastructure can be dangerous, costly and complex, and progress so far has been far from encouraging.