Real estate, infrastructure, data centers and energy transition, from the managers who own them. Selected by our editors.
77 videos and podcasts · new this week: 11
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.
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 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.
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.
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.
For wealth professionals, the episode offers a manager's framing of how mortgage rates and local housing conditions are diverging across regions. It may be useful context for discussions touching housing-related exposures and the broader investment landscape.
For wealth professionals assessing digital infrastructure or real-asset managers, the discussion links AI data-centre water use to community and investor risk, a resource constraint that can feature in manager due diligence.
The segment gives wealth professionals a short framing of oil-price thresholds as a macro risk and of an energy-demand angle within the AI theme.
Wealth professionals considering a mid-career transition can hear one practitioner's account of how credential study, networking and broader asset-class knowledge supported a move into investment management. It may also be useful for those thinking about how professional development and hiring intersect in advisory businesses.
For wealth professionals assessing real estate managers, the video gives a concise view of how a large alternative manager frames demand research, operating execution and cycle discipline in real estate equity and credit.
For wealth professionals looking at core real estate within alternatives, the episode offers a manager's framing of market selection and property-sector opportunity. It focuses on active management and underwriting considerations rather than specific recommendations.
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
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