Real estate, infrastructure, data centers and energy transition, from the managers who own them. Selected by our editors.
49 videos and podcasts · new this week: 15
The episode combines market and economic commentary with investor behavior, personal finance and entertainment segments, giving wealth professionals a view of how the hosts frame several current debates.
It offers a large bond manager's framing of where AI infrastructure funding needs may create credit opportunities, using cash-flow resilience as the stated lens. That can help advisors understand how a manager is approaching the theme across data centers, chips and energy.
It offers wealth professionals a manager-led discussion of mortgage REITs, rates, housing policy and GSE reform, including the segment on advice for individual investors. The material is positioned around macro and policy drivers rather than property-level real estate analysis.
It frames the trade-off allocators face in fixed income right now: better starting yields alongside pockets of credit stress. The episode names specific areas where higher rates are being felt, which may be useful context for portfolio conversations.
The item offers a manager's framing of AI capacity constraints, rates and cost of capital, and how those themes are described across private equity, real estate and credit. Its chaptered format lets wealth professionals focus on the specific segments most relevant to client conversations.
It offers a view into how an institutional technology strategist frames the sell-into-strength argument and what he waits for before re-entering, which is relevant to client conversations about concentrated tech exposure. The segments on AI infrastructure financing, large IPOs and circular financing also touch on risks to existing shareholders that allocators may want to understand.
Cembalest is described as shaping the firm's strategic market and investment outlook across its institutional, funds and private banking businesses, and as author of the Eye on the Market publication. The episode is a direct line to how a large manager is framing AI, energy and data-center themes alongside alternatives.
It frames election and policy outcomes as inputs to portfolio positioning rather than as a horse race, touching on areas advisors are already discussing with clients: tariffs, AI and data center buildout, and fiscal deadlines. Useful as a policy-focused companion to standard macro outlook material.
The questions are the kind clients bring to advisors directly: whether to pay down a mortgage or buy bonds, and why higher rates haven't produced the housing downturn many expected. The segment on home country bias and currency risk speaks to how international allocations are framed in client conversations.
The episode gives advisors and allocators a platform executive's view of where AI governance, data connectivity and tokenization may fit into private markets distribution and operations. It is useful context for firms weighing how technology and education affect client access to private market investments.
The episode links election odds and policy scenarios to markets, yields, deficits and AI infrastructure, giving wealth professionals a policy-focused discussion of how midterm outcomes are being framed. It also covers how risk markets have historically been viewed under different party control, according to the participants.
It is a short manager view on how one real estate investor is framing sector selection and operating execution when the recovery is uneven. Useful as background on thematic property exposure and where managers say returns are coming from.
It offers a concise market and earnings recap, plus a sector-specific discussion of SpaceX's spectrum move and its read-through for Verizon, T-Mobile and AT&T. Wealth professionals can use it as a quick update on themes shaping equity and rate-sensitive portfolios.
For wealth professionals, it offers a manager's framing of concentration risk and thematic ETF construction, including how private-company exposure and infrastructure themes are discussed for portfolios.
The episode lays out BlackRock's framing of geopolitical risk as a driver of thematic attention across energy, defense and technology. It also identifies supply-chain and strategic choke points that wealth professionals may encounter in manager commentary and portfolio positioning discussions.
It offers a business leader’s account of how a climate disaster affects companies and communities and what recovery and investment coordination look like in an emerging market. For wealth professionals, it is a development and climate-risk discussion rather than portfolio commentary.
For wealth professionals allocating to private markets, the discussion covers private credit opportunities, digital infrastructure and manager selection. The material is grounded in a manager’s view of themes shaping private markets.
The item gives a manager's view of a specialist private credit area and of how real assets allocations may shift across property, hospitality and infrastructure. It also touches on direct lending conditions and the firm's structure across private markets.
It offers a view from an OCIO seat on how large investors are treating evergreen fund structures after gating events, a question that also sits behind the evergreen and semi-liquid products reaching wealth clients. The segments on AI-related exposure, insurance regulation and client-type differences give context on where institutional demand in private credit is shifting.
The episode touches on concentration risk, diversification and the operational checks used before adding newer products such as private credit funds. It also discusses how tax-managed equities and fixed income can factor into taxable portfolio changes.
For RIA leaders weighing growth against operational readiness, the episode focuses on the infrastructure and support work that can precede recruiting and scale. It also covers technology, cybersecurity and AI as areas requiring sustained investment and changing the skills valued in advisory work.
It is a short, promotional overview of how one large real assets manager presents its integrated development-plus-investment model rather than a discussion of strategy, performance or market views. Useful mainly as background on the firm's positioning if you are evaluating or monitoring it as a manager.
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
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