As the global interest rate cycle shifts, what strategies can investors employ to seize capital opportunities? Over the past two years, high interest rates have caused a liquidity squeeze in private markets, but the tide is turning.

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.

How have approaches and strategies within sustainable forestry investment changed over the years? What new opportunities and co-benefits are available in addition to the stability and resilience these assets provide? Managing Director of Timberland Investor Relations Michael Strzelecki, CFA, took a deep dive into the…

The results of State Street’s third annual Private Markets Survey, conducted among more than 500 institutional investors worldwide, forms the basis of this webinar. Participants will learn how their peers are responding to the continued global economic challenges facing the industry, and how regulatory developments and…

Join experts from LGIM Real Assets for a discussion on the potential opportunities of investing in the UK real estate market. Discussions will revolve around: A route map for investing in UK real estate: What we can learn from previous cycles; The investment landscape: Insights from today's transactions market; and Capital…

Join State Street experts for their webinar Old Challenges and New Frontiers: Private Market Trends in the 2020s. The discussion is based on a survey of 480 investment institutions fielded in Q4 2022, with respondents split evenly between traditional asset managers, private markets-specific asset managers, asset owners and…

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.

Given the uncertainty that continues to pervade the macro and investment landscape, investors must take a broad view of credit markets to identify risks and opportunities as they emerge. PGIM brings together experts from its affiliates to discuss the interplay between public and private credit, how asset owners and…

Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.

In this InsuranceAUM.com podcast episode featuring Jack Gay, Global Head of Commercial Real Estate Debt, and Jason Hernandez, Head of Real Estate Debt in the Americas at Nuveen Real Estate, explore real estate debt’s evolving role in insurance company portfolios, along with areas of opportunity and caution in today’s…

Listen in as Steve Rosen and Bill Maclay, who co-managed portfolios and worked closely for more than two decades at Fidelity, dive into high-yield and private real estate lending, including: trends in credit conditions and property market fundamentals, plus strategies Bill believes offer strong risk-adjusted returns, and…

Capital has flowed into real estate at a time when the market is resetting, with long-term income growth, operational expertise, alpha, and differentiation guiding the opportunity set.

This episode of The Outthinking Investor explores the role investors will play in solving many of the challenges that cities face. With opportunities emerging across real estate, infrastructure, technology and more, institutional investors are already providing much of the capital needed to fund urban development.

With significant repricing across all commercial real estate (CRE) sectors, normalizing rent growth, and rising expenses, it’s time to revisit and reassess the CRE space. Listen to our thoughts on the CRE market today, implications for the banking sector, and risk factors we’re monitoring.

A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

U.S. inflation appears stickier and growth has remained stronger than expected. Thus, a cut in U.S. interest rates in March now appears very unlikely and even the probability of a cut in May has dropped in recent weeks. On the other hand, commercial real estate problems on both sides of the Atlantic have revived market…

A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

PGIM gathered a panel of investment experts from across its affiliates to examine the outlook for the global economy and monetary policy.

Dr. Peter Hayes uses the recently published Global Outlook report as a backdrop to establish why slowing global economic growth and heightened market volatility, the sharp rise in global interest rates over the past year has prompted a “reset” of real estate values. He also discusses the distinct and highly varied structural…

PGIM’s experts discuss the impact of banking stress, higher rates and economic uncertainty, exploring challenges and opportunities in the markets.