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...
My name's Stewart Foley, I'll be your host. Today we are joined by a repeat guest, a special guest, Mike Ashton of Enduring Investments, otherwise known as The Inflation Guy. Michael, welcome b...
Welcome, welcome, welcome to another edition of the insuranceaum.com podcast. Today's podcast is brought to you by SS&C Technologies, we're very happy to have them on as a platinum member. ...
Welcome to another edition of the InsuranceAUM.com podcast. I am joined today by Mike Ashton, The Inflation Guy, of Enduring Investments. Mike, welcome.Mike: Good to be back here yet again, Ste...
Wow, have we got a good one for you today. We have got the inflation guy with us today, Mike Ashton from Enduring Investments. And your visit is very well timed, Mike. Welcome.Michael: Yeah. Th...
Stewart: Everybody's talking about inflation these days and there's nobody better to ask than Mike Ashton, the Inflation Guy. Mike, thanks for coming back on.Michael: It's good to be b...
Stewart: Inflation is a double-edged sword for insurance companies. It causes the value of the liabilities to go up in the value of the bond portfolio to go down. So that is worthy of some...