A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great...
Valuations for private infrastructure investment have long been murky and at times challenging to compare to other asset types. Using a large dataset of more than 1,000 transactions, Macquarie resear...
.feature-image-visability {display: none }Transcript of the discussion below:Stewart: Welcome to another edition of the InsuranceAUM.com podcast. My name’s Stewart Foley, I’ll...
Is de-globalization the right term for what is occurring in the world today? How should global investors define "globalization" and view the current dynamics and trends being seen in global trade? J...
Markets have been talking about the upcoming US recession for more than a year. As of yet, a recession has not arrived. But with an outlook of either higher rates or a recession, and valuations in no-...
Everybody's talking about ESG these days and this podcast is no different. What is different is our guest. Our guest is from Robeco. Robeco has been a leading asset manager in the field of sust...