Podcasts about global investment

John Maytham is joined by global strategist Michael Power to discuss the 90-day pause in the US-China trade war. After talks in Geneva, both countries agreed to reduce tariffs, easing global tensions. Power unpacks the political and economic impact of the deal and whether it signals lasting change or a temporary truce Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

RMB Africa focus: Africa’s economic resilience & the global investment landscapeCrystal Oderson, Journalist covering African issues and Stephen Grootes look at top business news around the continent.Tags: Stephen Grootes, The Money Show, Africa Business, Crystal Oderson, RMB, 702, Radio 702, Cape Talk The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Want to learn more about investing in real estate? Visit https://www.therealestateinvestingclub.comInterested in investing in my projects? Visit https://www.kaizenpropertiesusa.comGLOBAL REAL ESTATE INNOVATION

Private equity is a growing part of the global investment landscape, offering access to companies not listed on public markets. But selecting the right partners is a key challenge for investors.Obsidian Capital is an Italian investment firm that focuses on private markets, working with a range of fund managers across different geographies and sectors, including technology, healthcare, and business services.Sean Aylmer talks to Daniele Mellana, a Partner at Obsidian Capital, about private equity, choosing the right partner, and the changing global landscape.Obsidian Capital is working with Sodor Capital, a supporter of this podcast.The information in this episode is general in nature. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year's event in Hong Kong.Disclaimer: https://www.research.hsbc.com/R/101/Kvl7rCnSubscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights.Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvARYouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.

From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year's event in Hong Kong.Disclaimer: https://www.research.hsbc.com/R/101/Kvl7rCnStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Curious to learn more about the global investment environment and the role of OTC Markets?Jason Paltrowitz, Executive Vice President of OTC Markets Group, discusses key market trends, the advantages of trading on the OTC, and how the platform serves as a stepping stone for companies looking to uplist. With expanding overnight trading and the upcoming OTCID Basic Market launching in July 2025, the OTC is set for further growth.Learn more about the OTC Markets: https://www.otcmarkets.com/Watch the full YouTube interview here: https://youtu.be/2bub9786-REAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

In this episode of Energy News Beat Podcast, Michael Tanner and Stuart Turley break down the latest in energy and finance. They discuss major foreign investments in the U.S. since Trump took office, the Biden EPA's overstated climate costs, Alaska's push for South Korean LNG investors, BP's mega deal in Iraq, and the impact of climate lawfare on federal energy policy. Plus, insights into oil markets, crude inventories, and geopolitical shifts in energy.Highlights of the Podcast00:00 - SoftBank's $100B investment & Nippon Steel's bid for U.S. Steel under FTC review02:20 - Foreign investments in the U.S.: UAE's $1.4T, Saudi Arabia's $600B, Japan's Nippon Steel deal05:39 - Biden EPA overstating climate costs & the hidden benefits of CO208:13 - Alaska's $44B LNG project seeking South Korean investors10:06 - BP's $25B Iraq oil deal: Is the West back in Iraq?12:14 - U.S. states using climate lawfare to undermine federal energy push14:02 - Market updates: S&P 500, Tesla's rebound, oil & gas price movements19:06 - Ukraine-Russia maritime energy truce & its market impact21:46 - API crude oil inventory draw & its effect on oil prices#OilMarkets #EnergyNews #LNG #Investing #CrudeOil #ClimatePolicy #NaturalGas #OPEC #StockMarket #GeopoliticsPlease see the links below or articles that we discuss in the podcast.Coal Coal BabyBritish Oil Sector Hinges on Shell's FutureHeathrow blackout after substation fire highlights infrastructure vulnerabilityCanada's looming decision: US' EPA Deregulatory Actions will force Canada's hand – be competitive or be left behindDAVID BLACKMON: Tesla Could Be On The Brink Of ‘Blackberry Moment'Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show

How does understanding the Global Economy directly affect an American Investor's portfolio? In this insightful episode of Burn Your Boats Wealth, hosts Clark Lunt and David Shaw dive deep into the geopolitical shifts between the US and EU, exploring the profound impact of global events on your investments. They dissect the correlation between military spending, interest rate changes, and defense sector stocks, revealing how these economic transformations create unique investment opportunities. Learn how to navigate market volatility, understand the EU's military buildup, and make informed decisions about your financial future. Discover why staying proactive in the global market is crucial for wealth creation, portfolio growth, and identifying new investment opportunities. Tune in to understand how global tensions and economic policy directly influence your investment strategies.TakeawaysEntrepreneurship can feel isolating, and it's important to connect with others.Current global events significantly impact personal investments and portfolios.Understanding geopolitical dynamics is crucial for American investors.Germany's military shift indicates a larger trend in European defense spending.The EU's response to global tensions will affect the global economy.Investment opportunities are emerging in the defense sector due to increased spending.Rising nationalism in Europe could lead to economic shifts that affect the US.Interest rates and inflation are interconnected with global political changes.Investors should be proactive in seeking opportunities amidst market fluctuations.Staying informed about global events is essential for financial success.Sound Bites"We are living in changing times.""Entrepreneurship is lonely.""We live in a global economy."Chapters00:00 Introduction and Listener Feedback03:32 Reflections on Recent Experiences and Market Conditions07:50 Geopolitical Impacts on Investments12:28 The Role of the EU and Global Trade Dynamics17:03 Germany's Military Shift and Its Implications21:04 The Rise of European Defense Spending22:19 Understanding Global Impacts of Nationalism25:29 The Connection Between Global Events and Local Economies28:36 Interest Rates and the Bond Market Dynamics31:26 Navigating Investment Opportunities in Defense Stocks35:33 The Importance of Global Awareness in Investing42:18 Navigating the Real Estate Market42:41 Engaging with Our Community43:12 Introduction to Burn Your Boats Wealth Podcast43:40 Engagement and Community Buildingkeywordsglobal economy, investments, geopolitical dynamics, EU, defense stocks, American perspective, economic climate, military spending, inflation, market trends, geopolitics, wealth creation, Burn Your Boats Wealth Podcast, Wealth Podcast, Financial Planning, Stocks, #globaleconomy #investments #geopoliticaldynamics #EU #defensestocks #Americanperspective #economicclimate #militaryspending #inflation #markettrends #geopolitics #wealthcreation #burnyourboatswealthpodcast #davidshaw #clarklunt #wealthcreation #wealthpodcast #financialplanning #stocks Hosted on Acast. See acast.com/privacy for more information.

This annual guide to historical long-run returns is put together by UBS Investment Bank and UBS Global Wealth Management’s Chief Investment Office, in partnership with Professor Paul Marsh and Dr Mike Staunton of the London Business School and Professor Elroy Dimson of the University of Cambridge. The latest edition explores how 125 years of historical data can provide crucial insights for the future. Featuring Marsh, Kiran Ganesh and Tim Ramskill.See omnystudio.com/listener for privacy information.

Infrastructure New Zealand chief executive Nick Leggett was at the Global Investment Summit on Thursday and said he thought the government pitched the country well in its speeches. Leggett spoke to Ingrid Hipkiss.

The government's much vaunted investment summit is finally set to get underway in Auckland on Thursday. Political reporter Giles Dexter spoke to Ingrid Hipkiss.

The government's Global Investment Summit is due to start on Thursday, bringing over 100 businesses and firms together in Auckland. Devon Funds head of retail Greg Smith spoke to Corin Dann.

In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why it is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data centres and other digital assets. Enjoy the Show! Overview of Podcast with Jamie Newton: 02:00 I was not going to spend 16 weeks looking through a microscope 04:00 I grew up in the go-go days of the internet 05:30 Is 2025 the year of Riding the Curve? 08:00 US Economy: ‘All in, we're okay' 09:00 Will we ever see 19pc mortgage rates again? Highly unlikely 11:00 Recession: I think the risk has increased a little bit 12:30 Do leading indicators lag too much in today's fast moving world? 13:30 We like ABS in general, especially in USD assets 15:00 FI opportunities in data centres and fiber assets 17:00 Concentration is not so much an issue, as there is a limit to upside in FI 20:00 Artificial intelligence and fixed income 21:30 Popularity of Private credit 22:30 Lack of experience with defaults is absolutely a concern 26:30 Green bonds 28:00 Thoughts on the Australian market

A lot could be riding on the Government's upcoming global investment summit. Prime Minister Christopher Luxon's hoping to tease out more foreign financial investment in New Zealand's projects and industries at the two-day event in March But Simplicity Chief Executive Sam Stubbs says he's concerned Luxon will spend more time focused on offshore money than domestic money. He told Mike Hosking getting a dollar from overseas is a lot harder than getting a domestic dollar in the door. Stubbs says we'll need to be providing a lot of incentives, something we've typically steered clear of in the past, and you can't just set up an expo tent, sprinkle it with a few All Blacks and expect foreigners to invest in New Zealand - it's a competitive business. He says it's all very well to focus on the offshore money, but he thinks the size of the prize is much bigger domestically. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.

2024 was anything but a dull year. But what lies ahead? In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year's macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets. Looking ahead to 2025, they share insights on the evolving role of AI, potential market risks, and opportunities for investors this year.Recorded on January 22nd, 2025. 

Uncover cutting-edge strategies in the world of ETFs with our special guest, Meb Faber from Cambria. We dive into the shifting landscape of fixed income yield spreads and explore how these changes influence the transition from traditional mutual funds to innovative ETF structures. Meb opens up about Cambria's bold approach with their open enrollment strategy, offering an insider's view of their impressive suite of 16 ETFs, and shares candid insights into the strategic decision to close their inaugural fund named FAIL. Witness how market dynamics and investor demand play crucial roles in fund viability and decision-making processes.Prepare to expand your understanding of tax-efficient investment strategies as we unravel the complexities of the 351 exchange. This intriguing strategy offers significant tax deferral benefits, especially for those with highly appreciated positions or engaged in direct indexing. Essential for diversifying portfolios, the 351 exchange allows investors to sidestep frozen positions while adhering to specific diversification criteria. Join us as we discuss the increasing popularity of this strategy, the educational push to inform investors, and the anticipated excitement surrounding the first fund launch with an expected participation range of $30 to $50 million.Explore global endowment-style investing with Fund Two, designed to shift focus from US-centric portfolios to a diversified global strategy. We highlight the benefits of lower volatility and potential collaborations with Registered Investment Advisors (RIAs) for tailored approaches. Gain insights into upcoming fund launches and market trends as we consider the implications of high CAPE ratios, unusual fixed income yield spreads, and the promising opportunities within emerging markets. Learn why global equities might hold the key to a balanced and lucrative investment future as we navigate these shifting market currents.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the partToday's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.Visit ringtree.io and use code LEADLAG to save Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In this interview with BizNews editor Alec Hogg, Corion Capital Chief Investment Officer David Bacher discusses the market dynamics of November. Bacher shares his cautious outlook on the US market, citing stretched valuations despite strong performance driven by a rising US dollar and President Trump's economic policies. He advises moving away from US assets in favour of more attractively priced opportunities elsewhere. Turning to South Africa, Bacher highlights positive economic developments, including a sharp drop in inflation to 2.8%, which may lead to interest rate cuts and bolster the bond market. South African equities saw solid performance, particularly in retail and agriculture, although the resources sector struggled due to weaker commodity prices. Bacher also notes that South Africa's political challenges remain, but reform prospects offer hope. Globally, he sees opportunities in Europe and parts of Asia, particularly India and Southeast Asia, due to strong growth potential and rising consumption.

Nick Kunze of Sanlam Private Wealth discusses Barloworld's trading update and details of a potential buyout offer. Petri Redelinghuys from Herenya Capital Advisors shares his technical targets for the gold price. Michael Kruger from Morningstar Investment Management SA evaluates whether South African bonds still offer good value following their recent rally.

Investment markets have recovered significantly over the past two years following a weak 2022. And, Donald Trump winning the U.S. election is bound to have impacts on New Zealand's markets and the U.S. dollar. Director and Head of Multi Asset & Global Investment at Harbour Asset Management, Chris Di Leva joins. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Welcome to The Hydrogen Podcast!Episode 365, In this episode, Paul discusses what's propelling the hydrogen economy forward, focusing on key projects like ExxonMobil's Baytown plant and groundbreaking initiatives across Europe. He explores how massive investments, advanced technologies, and a global shift towards low-carbon hydrogen are transforming hydrogen into a pivotal energy source.Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it. Respectfully,Paul RoddenVISIT THE HYDROGEN PODCAST WEBSITEhttps://thehydrogenpodcast.comDEMO THE H2 ADVANTAGEhttps://keyhydrogen.com/hydrogen-location-analytics-software/ CHECK OUT OUR BLOGhttps://thehydrogenpodcast.com/blog/WANT TO SPONSOR THE PODCAST? Send us an email to: info@thehydrogenpodcast.comNEW TO HYDROGEN AND NEED A QUICK INTRODUCTION?Start Here: The 6 Main Colors of HydrogenSupport the show

What if the key to understanding asset value lay not in traditional stocks or bonds, but in the complexity of options? Join us as we sit down with seasoned trader Cem Karsan, who offers an insightful look into how options are transforming from mere derivatives to pivotal elements in market analysis. With a staggering $30 trillion in new investments forecasted to hit the market this year, Cem discusses the nuances of risk management and collateral leveraging, drawing from his extensive trading floor experience. His unique perspective shines a light on how options provide a clearer picture of asset distribution, challenging conventional wisdom.Venturing into the global emerging markets, we examine how geopolitical tensions and election-related positioning could influence market behavior, particularly in a period Cem terms as a 'window of non-strength.' The ebb and flow of market trends and the anticipated re-leveraging towards the year's end are dissected, offering a forward-looking view on investment opportunities. Despite external uncertainties, the conversation remains optimistic, analyzing the structural forces behind interest rate trends and the misconception that Federal Reserve policies have solely driven inflation. The discussion probes deeper into economic inequality, stirring thoughts on the sustainability of current economic systems.Rounding off the episode, Cem shares invaluable insights into his investment strategies and educational projects through Kai Volatility and Kai Wealth. Listeners are invited to engage with Cem via his social media handle @jam_croissant and explore his podcasting endeavors, including "Top Traders Unplugged." Whether you're curious about the future of passive investing or eager to learn from a respected voice in finance, this episode promises to broaden your understanding of today's intricate financial landscape. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Join Interactive Brokers' Andrew Wilkinson and WisdomTree's Director of Macroeconomic Research, Aneeka Gupta, as they dive into the latest trends shaping global markets. From the Fed's recent rate cuts to emerging opportunities in Japan and China, Aneeka breaks down the insights investors need to know heading into the fourth quarter.

In this episode, Anupam chats with Arindam Mandal, Investment Manager at Marcellus GCP, about the ins and outs of investing in foreign stocks. They unpack the importance of global diversification, the potential benefits of tapping into international markets, and how adding foreign stocks to your portfolio can supercharge your long-term wealth-building strategy. Tune in for valuable insights on why going global is a smart move for investors!See omnystudio.com/listener for privacy information.

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers:https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ In this episode, we discuss the concept of being a "Nomad Capitalist," which doesn't necessarily require constant travel but can involve choosing one country to live in. Mr Henderson addresses concerns about the long-term viability of choosing a single location, especially if that country follows a similar negative trajectory to the one left behind. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

Krysto Nikolic is a Senior Managing Director and Global Head of Real Estate at ICG.Before joining ICG, he was Head of European Real Estate at Starwood Capital Group, serving on its Global Investment and Operating Committees.Previously, Krysto was a Partner at TPG and started his career at Goldman Sachs International.Krysto has led over $14 billion of real estate acquisitions and served on the Board of Directors of multiple portfolio companies and real estate platforms.Links:ICG - https://icgam.com/Krysto on LinkedIn - https://www.linkedin.com/in/krysto-nikolic/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:44) - Krysto's background and career(00:14:58) - 2012 market dynamics(00:17:31) - The transformation of European platform investing(00:19:38) - Experiences at TPG(00:25:54) - Joining Starwood(00:30:47) - Transitioning to ICG(00:35:54) - ICG's real estate platform(00:48:54) - The state of the European markets(00:57:09) - Undervalued asset classes & markets

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.  -----Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resource-platform.eu/events/re-source-2024-event/  -----  We also salute the latest edition of Mycle Schneider World Nuclear Industry Status Report. Essential to understand what is going on in the Nuclear Industry beyond the headlines and the lobbying – More than 500 pages of data and facts.https://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-2024

At the BizNews Investment Conference BNIC#1, fund manager Sean Peche sounded the alarm on overvalued US stocks and revealed where smart investors like Warren Buffett are hedging their bets. Highlighting the excessive hype around companies like Nvidia and Apple, Peche emphasized the need to diversify into underappreciated sectors, from European banks to emerging markets. In a Q&A session, he urged caution, stressing that familiar names don't guarantee safety, and savvy investors must look beyond the US to find true value in today's market. Peche's candid insights left attendees reconsidering their portfolios and eyeing global opportunities.

Join us to explore some of the key challenges Asian allocators are facing in today's dynamic market. In this episode of Critical Thinking, live from the Mercer Global Investment Forum in Hong Kong, Mercer's Michael Lernihan, Adeline Tan, and Garvan McCarthy discuss how to build agile portfolios that can weather economic storms and capitalize on emerging trends. Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here 

With diverse and often divergent economic backdrops among the region's economies, as well as complex and evolving risks, navigating the Asian alternative investments landscape can require expertise and local knowledge. In our latest Critical Thinking podcast, recorded live from the Mercer Global Investment Forum in Hong Kong, Robert Ronneberger, Raelan Lambert and David Scopelliti explore what are local factors redefining the case for different alternative asset classes across Asia. Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

In our latest episode, recorded at the Mercer Global Investment Forum in Melbourne, Australia, Rebecca Jacques and David Scopelliti are joined by Pengana Capital Group's CEO, Russel Pillemer to discuss both the challenges and opportunities in the fast-growing private debt space.They break down the historic drivers of growth in the asset class, and assess its development in Australia, a market in which opportunities to invest in private debt solutions have, historically, been more limited.  Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

Christopher Gannatti serves as the Global Head of Research at WisdomTree, a leading global financial innovator offering a diverse suite of exchange-traded products. WisdomTree is committed to developing solutions that empower investors, with over 200 employees and $111 billion in assets under management.Christopher began his journey at WisdomTree in December 2010 as a Research Analyst. Demonstrating exceptional skill and leadership, he was promoted to Associate Director of Research in January 2014. In this role, Christopher led various groups of analysts and strategists within the broader Research team.In February 2018, Christopher transitioned to the role of Head of Research for Europe, based in WisdomTree's London office. He spearheaded the full research efforts within the European market and supported the UCITS platform globally. His exemplary performance and strategic vision led to his promotion to Global Head of Research in November 2021. In his current role, Christopher is responsible for global communications on investment strategy, with a particular focus on thematic equity.Before joining WisdomTree, Christopher worked as a Regional Consultant at Lord Abbett for four and a half years. He holds an MBA in Quantitative Finance, Accounting, and Economics from NYU's Stern School of Business (2010) and a bachelor's degree in Economics from Colgate University (2006). Additionally, he is a Chartered Financial Analyst (CFA) designation holder.Support the Show.Follow me on Facebook ⬇️https://www.facebook.com/manuj.aggarwal❤️ ID - Manuj Aggarwal■ LinkedIn: https://www.linkedin.com/in/manujaggarwal/ ■ Facebook: https://www.facebook.com/realmanuj■ Instagram: ...

Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.

Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US.The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management.Bill Burns and Meggan O'Shea join Texas Hemmaplardh in the latest episode of Critical Thinking recorded from the Mercer Global Investment Forum in Nashville, to discuss how these investors are navigating regime change.Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

Market volatility, higher rates and an ageing population are creating a complex and rapidly evolving landscape for US pensions.Rich Nuzum, Scott Jarboe and Kelly Henson help us unpack how these complex and converging risks are playing out across US defined benefit and defined contribution plans in the latest episode Critical Thinking recorded at the Mercer Global Investment Forum in Nashville.Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

What goes into selecting the best hedge fund managers and when you find them how do you gain access to these “unicorn” managers that are often closed to new investors.Niall O'Sullivan and Dave McMillan join Raelan Lambert to explain Mercer's approach in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashville. Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

Amid market volatility, we believe agility as a driver and enhancer of performance – has become the key attribute in building portfolios.However, not all volatility warrants the same responsiveness. Olaolu Aganga and Jay Love join Marc Cordover in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashville to help us pick out the signal in all the noise. Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here 

Jessica Donohue is an executive dedicated to working with institutional investors and allocators as their partner, enabling their mission/vision and creating better outcomes for them and the people they serve. Jessica has a proven track record leading client management/ solutioning, organizational transformation, product innovation, and client service/operations. Jessica is a corporate spokesperson with print and broadcast media. She's a decisive problem-solver, and a neurodiversity and disability inclusion champion.

Matteo Franceschetti is the Co-Founder and CEO of Eight Sleep, the sleep fitness company.Eight Sleep developed a proprietary technology which is redesigning sleep by developing cutting-edge AI and machine learning models to track bio signals during the night and optimizing body recovery and rest while asleep. The end goal of the Pod is to compress sleep and scan your body while asleep to monitor your health.Eight Sleep is currently used by pro athletes and top performers across multiple industries and was recognized as one of TIME's “Best Inventions” in 2018 and 2019, was named one of Fast Company's “Most Innovative Companies” in 2018, and has raised over $150M in funding from leading investors, including Founders Fund, Softbank, Khosla Ventures, Y Combinator, Valor Equity Partners, General Catalyst, Naval Ravikant, and Patrick Collison.Prior to Eight, Matteo co-founded and led GIR (acquired in 2014) and Global Investment (acquired 2011). Both companies were in cleantech.Matteo holds multiple patents in tech and health, is a Member of the Forbes Technology Council, has been Co-Chair at FWD.us and Mentor at Techstars, Microsoft Bizpark and the NYU Summer Launchpad Program.He graduated magna cum laude with a Law degree from University of Ferrara, and was a member of the Italian Bar Association while working as a lawyer in the finance practice of Freshfields Bruckhaus Deringer and Allen & Overy, both part of the Magic Circle of British's elite law firms.

Wes Fuller is Executive Managing Director at Greystar and leads the company's Investment Management business, including Fund Management, Portfolio and Asset Management, and the Greystar Investor Relations team. Wes serves as a member of the Greystar Investment Committee and Executive Committee. Wes maintains management oversight of the company's Investment Management business, which focuses on investments in rental housing in the United States, Europe, Asia-Pacific, and South America regions through a series of investment vehicles with institutional clients. Under Wes's leadership, the company began investing in international markets in 2013, including significant investments in the United Kingdom, the Netherlands, Spain, Germany, Austria, France, Ireland, Mexico, Chile, Brazil, Australia, China, and Japan. The company's robust institutional investment management platform has a global presence in 146 strategic markets.We discuss:Wes' career arc with GreystarLearnings from Bob FaithDefining Greystar's "Living" approach to assetsTrends in multifamily, office and other asset classesLinks:GreystarWes on LinkedInJuniper SquareBrandon on LinkedInTopics:(00:00:00) - Intro(00:01:10) - Wes' background and career with Greystar(00:14:08) - Learnings from Bob Faith(00:16:48) - How did you define your identity as an investment manager?(00:19:07) - Why were international investors so interested in housing and multifamily after the GFC?(00:23:27) - What does Greystar's business look like today?(00:27:48) - How do you differentiate between multifamily and ‘living'?(00:33:34) - Greystar's logistics program(00:35:22) - What are some big trends you're seeing right now?(00:45:53) - What were the most noticeable trends you saw during COVID-19 and what are you anticipating for urbanization?

The Global Investment Returns Yearbook is the authoritative guide to historical long-run returns, most recently published by UBS with the London Business School, and covering all the main asset categories in 35 markets.See omnystudio.com/listener for privacy information.

150 episodes and counting!  For this 150th unique episode of the podcast, Greg speaks with special guest Marcia Page, Gustavus Class of ‘82 and Chair of the Board of Trustees, about growing up in Olivia, MN, where her dad was a pharmacist and drugstore owner; what she learned at a young age from both her parents; her path from Olivia to Gustavus; her expectation of becoming a pharmacist and how and why that plan changed; memorable experiences at her alma mater; the turning points, relationships, serendipity, and entrepreneurialism that led to her co-founding Värde Partners in 1993, “a leading global alternative investment firm” with 13 billion dollars in assets; her founding of MPowered Capital in 2021, an investment firm committed to diversity in the industry; her work on the Gustavus Board; and her aspirations for Gustavus in the years ahead.

Matteo is the Co-Founder and CEO of Eight Sleep, the sleep fitness company.Eight Sleep developed a proprietary technology which is redesigning sleep by developing cutting-edge AI and machine learning models to track bio signals during the night and optimizing body recovery and rest while asleep. The end goal of the Pod is to compress sleep and scan your body while asleep to monitor your health.Eight Sleep is currently used by pro athletes and top performers across multiple industries and was recognized as one of TIME's “Best Inventions” in 2018 and 2019, was named one of Fast Company's “Most Innovative Companies” in 2018, and has raised over $150M in funding from leading investors, including Founders Fund, Softbank, Khosla Ventures, Y Combinator, Valor Equity Partners, General Catalyst, Naval Ravikant, and Patrick Collison.Prior to Eight, Matteo co-founded and led GIR (acquired in 2014) and Global Investment (acquired 2011). Both companies were in cleantech.Matteo holds multiple patents in tech and health, is a Member of the Forbes Technology Council, has been Co-Chair at FWD.us and Mentor at Techstars, Microsoft Bizpark and the NYU Summer Launchpad Program.He graduated magna cum laude with a Law degree from University of Ferrara, and was a member of the Italian Bar Association while working as a lawyer in the finance practice of Freshfields Bruckhaus Deringer and Allen & Overy, both part of the Magic Circle of British's elite law firms.Support the show

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.Join us as Eimear Walsh, Head of Investments for Europe, takes you live to the Mercer Global Investment Forum in Dublin, where we dive deep into the world of Private Markets. The growth of private markets presents a multitude of possibilities, but success can hinge on adaptability and the ability to seize the right opportunities. Navigating this arena requires agility, a keen eye for identifying the most promising prospects and the ability to thrive in a competitive environment. In this episode, Eimear is joined by Mercer colleagues David Scopelliti and Michael Butler and together, they walk us through the opportunities in the private markets landscape and what it means for different types of investors. This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here © 2024 Mercer (US) LLC. All rights reserved.

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.Recent market experiences have highlighted the importance for insurers to construct robust portfolios that not only support their primary business but also enable them to respond to evolving market risks and opportunities. In this episode, Marieke de Roo is joined by Francesco Martorana, Chief Investment Officer at Generali and Mercer colleague David Morrow live from the Global Investment Forum in Dublin. Together they unpack what it means to build agile portfolios in today's insurance landscape and discuss how insurers can navigate the ever-changing market dynamics and seize potential opportunities.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here © 2024 Mercer (US) LLC. All rights reserved.

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.Join us as Mark McNulty, Europe Wealth Leader, takes you live to the Mercer Global Investment Forum in Dublin to discuss the theme for this year's Forum "An Age of Agility." In this episode,  Mark is joined by Mercer colleagues, Garvan McCarthy and Jo Holden to explore the key findings from our recent Themes and Opportunities 2024 report and  discuss the strategies and insights that could help investors in this age of agility. This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here © 2024 Mercer (US) LLC. All rights reserved.

Elisabeth Troni, fund manager with CBRE IM's flagship global investment strategy, was a guest on the latest episode of Nareit's REIT Report.CBRE IM's flagship global strategy began to allocate to listed REITs in December 2022. Troni explains the timing behind that decision and the scope it gave the strategy to access niche and specialized property sectors.Since December 2022, the strategy has entirely invested in an actively managed but broadly diversified strategy, Troni said. She added that the addition of a completion strategy, which would unlock opportunities in those specialty sectors, is currently under review.Troni noted that while the market is unsure about when rate cuts may occur, “what we do feel confident about is the fact that higher rates are priced into public markets in terms of the pricing levels, and they have a strong chance to outperform when the market can see the end of rising rates.”

Bloomberg Radio host Barry Ritholtz speaks with Jawad S. Mian, who is the founder and managing editor at Stray Reflections, an independent global macro research and trading advisory firm with a focus on major investment themes. His clients include some of the world's largest hedge funds, family offices and institutional investors. Mian studied finance and economics at the University of Western Ontario, and is a CFA and CMT charterholder.See omnystudio.com/listener for privacy information.