Real estate, infrastructure, data centers and energy transition, from the managers who own them. Selected by our editors.
56 videos and podcasts · new this week: 13
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.
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.
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
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