Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies

Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies

In this episode, Mansoor Narker, Senior Investment Analyst, and Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, explore why infrastructure remains a cornerstone of resilient long‑term investing. Against a backdrop of rapid technological change and short‑term market narratives, the discussion focuses on how real assets such as roads, airports and long‑term concessions can deliver predictable cash flows and durable returns. Using Vinci as a case study, the episode offers a practical perspective on quality, compounding and why some fundamentals still matter deeply in an AI‑driven world. LinkedIn · YouTube

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(150)

Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat

Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat

Markets have steadied as lower oil prices ease some inflation concerns, but geopolitical uncertainty remains elevated. In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, un...

30 Kesä 7min

Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins

Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins

In a market fixated on AI, it’s easy to overlook the infrastructure quietly powering the global economy. In this episode, Mansoor Narker speaks with Andrew Headley, Portfolio Manager of the Nedgroup I...

29 Kesä 12min

Market and economic wrap: Geopolitics, markets and policy divergence shape the mid-year outlook.

Market and economic wrap: Geopolitics, markets and policy divergence shape the mid-year outlook.

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how easing geopolitical tensions, falling oil prices and major corporate developments are shaping the mid year ma...

17 Kesä 7min

Market and economic wrap: Interest rate hike takes steam out of economic recovery.

Market and economic wrap: Interest rate hike takes steam out of economic recovery.

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how the recent interest rate hike and easing oil prices are shaping the path of economic recovery amid ongoing ge...

2 Kesä 7min

Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.

Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.

In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores continued market volatility as geopolitical tensions and energy supply disruptio...

19 Touko 6min

Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.

Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.

In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores renewed market volatility as geopolitical tensions in the Middle East intensify....

5 Touko 6min

Four futures for AI

Four futures for AI

Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments, s...

24 Huhti 14min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
mimmit-sijoittaa
rss-rahapodi
rss-karon-grilli
inderespodi
ostan-asuntoja-podcast
rahapuhetta
asuntoasiaa-paivakirjat
oppimisen-psykologia
rss-inderes
rss-sami-miettinen-neuvottelija
rss-rahamania
rss-porssipuhetta
hyva-paha-johtaminen
lakicast
rss-bisnesta-bebeja
rss-myynti-ei-ole-kirosana
rss-paasipodi