In this month’s First Eagle Alternative Credit update, Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler discusses what may potentially change supply and demand dynamics in the direct lending market and why retail investors should consider the long-term risk-return characteristics of an allocation to…
Sequoia Capital is one of the most successful and influential venture capital companies in Silicon Valley history, but it has come under pressure from global economic uncertainty, geopolitics and boardroom battles. Can Sequoia adapt in a fast-changing world?
Markets are preparing for lower rates. Fixed income investors who need their portfolios to keep on generating enough income are having to evaluate their options. For those who don't have the stomach for high yield debt, the investment grade segment of the credit market has some interesting possibilities. Tune in to hear…
This episode dives deep into the intricacies of trend following strategies and their connection to complex adaptive systems. Richard Brennan and Niels Kaastrup-Larsen explore how these systems respond to market signals and the importance of boundaries in shaping investor behavior.
Rising interest rates, inflationary pressures as well as economic and geopolitical uncertainty has seen private equity deal activity dry up in recent years.
Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of impact investing, which aims to generate positive social and environmental outcomes alongside financial returns.
Today, we delve into the nuances of systematic investing with Rob Carver, focusing on the concept of replication in trend-following strategies. The discussion contrasts different approaches to replication, highlighting the potential pitfalls of return-based methods that attempt to mimic established indices.
Amy Flikerski, Head of External Portfolio Management at CPP Investments - the C$600bn Canadian state pension fund - joins Alan Dunne in this episode to discuss allocating capital to emerging and established hedge funds.
Jakob Thomä, Research Director at the Inevitable Policy Response, tells Andrew Craig, Co-head of the Investment Insights Centre, that investors are taking the view climate change is a risk factor to be tackled now.
Mass timber can be less damaging to the environment than traditional construction materials, although some industry observers still have concerns over its safety and sustainability. The FT'S Helen Barrett visits several mass timber projects pushing the boundaries on scale and explores what a greener building future…
New variables are coming into play in global credit markets, with fresh drivers guiding the opportunities provided by dislocation, divergence, and downside protection.
In this episode of the Relative Return podcast by Investor Daily, Chris McGibbon, Global Head of Nuveen Real Estate, shares his views about the long-term outlook of real estate and why the “knife has stopped falling” in property.
The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.
With Ian Charles, Co-Founder of Arctos, this podcast covers SWFs, private equity, Hollywood actors, and how the world of sports has been undergoing an investing revolution.
Mawer Credit Analyst Curtis Elkington provides a comprehensive overview of the $50 trillion global commercial real estate market. He covers the current headwinds facing various property sectors, such as pandemic-induced challenges in the office sector and touches on the surprising resilience of the retail segment.
