The Investment Podcast

37 Episodes

1. The long-term megatrend of European private asset-backed finance

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 10/25/2022
16. What next after the summer rally in bonds and equities?

    Published: 9/26/2022
17. How much inflation protection can real estate offer?

    Published: 7/27/2022
18. Key growth drivers for private markets

    Published: 7/5/2022
19. Spiralling inflation…this wasn’t supposed to happen

    Published: 6/13/2022
20. The mysterious case of the missing distressed deal

    Published: 5/11/2022