Key growth drivers for private markets
With interest rates, inflation and growth out of kilter, the world is in an extraordinary place. While it may be difficult to see exactly where and how to invest, periods of volatility do also throw u...
5 Jul 202217min
Spiralling inflation…this wasn’t supposed to happen
In major economies inflation is approaching double figures and already setting 40-year, or more, highs. This wasn’t supposed to happen but the reality is that it is. In this episode, David Parsons and...
13 Jun 202212min
The mysterious case of the missing distressed deal
As the world tried to make sense of the pandemic, a record number of distress funds hit the road to raise capital in the expectation of an avalanche of investment opportunities – but this expectation ...
11 Mai 20229min
Opening routes of exposure to consumer assets
Traditionally an area dominated by banks, consumer lending is a well-established asset class, but what’s new is that asset owners can now get access to these assets. In this episode, Jerome Henrion gu...
19 Apr 202210min
Weathering the inflation storm
Inflation has proved to be anything but transitory. In this episode, David Parsons and David Lloyd discuss the economic impact of an evolving inflationary environment, the implications of supply-const...
30 Mar 202217min
Adding value to high-quality assets in complex situations
As lockdown restrictions lift and economies reopen, Jose Pellicer, Paul Crosbie and Andrew Amos survey the value add landscape and what this means for occupiers and discerning investors. Plus – what d...
16 Mar 202212min
Inflation – is it beyond transitory and now structural?
With inflation sitting at the core of many issues that investors are grappling with today, David Parsons sits down with Miles Tym and Richard Ryan to consider the pacing of central bank policies to ta...
16 Feb 202220min
Taking Asian real estate assets to another level in 2022
In an era of generally steep pricing, the focus is on real estate quality to cater to a variety of specific cultural and geographical requirements. Jose Pellicer and Richard van den Berg explore this,...
6 Jan 202219min
