Real estate, infrastructure, data centers and energy transition, from the managers who own them. Selected by our editors.
65 videos and podcasts · new this week: 12
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 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.
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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