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.

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…

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…

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…

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.

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.

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

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…

This podcast focuses on the energy use of data centers, methods of renewable energy procurement and accounting of greenhouse gas emissions.

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.

This episode of explores Fannie Mae's new Mission Index and Social Bond Framework for single-family RMBS pools.

Napier Park's managing director of private credit and mortgage securities, Tim Ruberti, discusses how his firm works within both public securities and private credit to take advantage of market dislocations and to manage risk.

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…

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…

History offers useful lessons. In our first podcast of 2024, Jose Pellicer Global Head of Investment Strategy and Richard Gwilliam, Head of Research at M&G Real Estate, kick off the new year with a brief look at real estate throughout recent history – from a world of high inflation and interest rates in the 1980s to rock…

Identifying both the short- and long-term drivers of change for real assets.