Connecting the Dots

42 Episodes

1. CIO 2025 outlook – and why growth’s the elephant in the room

   Published: 12/10/2024
2. US elections – what are investors watching?

   Published: 10/4/2024
3. Misconceptions and opportunities in ABS

   Published: 9/18/2024
4. Mid-year investment perspectives with three CIOs

   Published: 6/28/2024
5. The return of equity income

   Published: 5/13/2024
6. The long-term megatrend of European private asset-backed finance

   Published: 3/25/2024
7. The great global election cycle

   Published: 2/22/2024
8. A brief history of real estate – and what’s back in fashion

   Published: 1/12/2024
9. CIO perspectives on what lies ahead in 2024

   Published: 12/13/2023
10. Dissecting the gilt crisis fallout

    Published: 10/12/2023
11. The state of play in European private credit

    Published: 9/25/2023
12. An Introduction to Significant Risk Transfer

    Published: 8/16/2023
13. Catering to subtleties across the housing spectrum

    Published: 5/24/2023
14. Infrastructure – an industrial revolution?

    Published: 3/17/2023
15. European High Yield – changing perceptions

    Published: 3/1/2023
16. What does good ESG in ABS look like?

    Published: 2/15/2023
17. Dissecting the real estate and recession dynamic

    Published: 1/16/2023
18. CIO perspectives on 2023 and the inflation equation conundrum

    Published: 12/2/2022
19. The case for adding to risk in credit markets

    Published: 11/11/2022
20. Time to allocate to mispriced consumer finance opportunities?

    Published: 10/25/2022