Is the inflation genie out of the bottle?
With higher inflation now a global phenomenon, the extent of its pick-up varies from country to country. David Parsons and Miles Tym explore the localised responses, whether Gen X will be Gen debt and...
22 Nov 202113min
Tailor-made. Customising Real Estate development loans
The concept of real estate lending has been around for centuries and continues to evolve. In this episode, Riccardo Cumerlato chats with the investment team about potential new opportunities in unders...
15 Nov 202112min
A focus on European real estate
How has the asset mix changed in European real estate? What should investors in the sector look for when selecting partners to work with them, and how is European real estate likely to evolve as requi...
2 Nov 202116min
A golden age for infrastructure?
What are the global themes responsible for driving and reshaping the modern infrastructure landscape? How can infrastructure investment play a part in supporting a wide range of ambitions, from decarb...
5 Okt 202120min
The democratisation of private assets
Private assets have been steadily growing in popularity in recent years, with estimates that global alternative assets under management will have grown from 10 trillion dollars at the end of 2020, to ...
6 Sep 202118min
Inflation - is it real?
From the ‘Great Moderation’ of the 1980’s, to the current day, the inflation environment has been relatively benign, with the policies of recent years mostly concerned with preventing deflation. Howev...
9 Aug 202127min
Sustainability in private credit - can the two go hand in hand?
While sustainability has been most obviously implemented within public markets, appetite from investors to access private market opportunities has grown. With fewer disclosure requirements, and challe...
25 Juni 202126min
Global Real Estate Outlook
Our latest episode of The Investment Podcast takes a closer look at real estate as we navigate the road to recovery from the pandemic. We discuss the outlook across different sectors and geographies, ...
9 Juni 202121min
