Real estate, infrastructure, data centers and energy transition, from the managers who own them. Selected by our editors.
40 videos and podcasts · new this week: 14
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.
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.
Clients weighing a home purchase are asking directly about rent-versus-buy math at today's rates, and the episode walks through that comparison. It also pairs a housing and mortgage rate outlook with Morningstar equity research coverage of homebuilders, which is relevant background for advisors whose clients hold housing-related exposure.
Leadership turnover is a governance and continuity issue for anyone holding or following REIT management teams, and the episode frames the internal-versus-external decision as a signal of what a board thinks the company needs. It also flags where the hosts see talent as tight across senior functions.
For wealth professionals allocating to real assets, the episode offers a manager’s account of how an infrastructure business has evolved and how it frames portfolio construction around opportunistic, deal-first investing. It also gives context on the themes and market conditions an infrastructure manager says it is watching.
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.
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 with real estate exposure, it offers a manager's view of how day-to-day property operations and tenant retention can affect commercial real estate performance.
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 manager's framing of how geopolitical fragmentation is being translated into thematic investment language across energy, defense and technology. Advisors hear the specific areas the guests flag, from autonomous systems and counter-drone technology to AI sovereignty and supply chain dependencies.
It gives a board-level view of the questions REIT directors are discussing around capital allocation and portfolio classification, useful context for wealth professionals reviewing real estate exposure.
It offers a look at the infrastructure debt side of the asset class, including the demand case from insurers seeking investment-grade, long-dated cashflows and pension funds seeking higher yield. The episode is sponsored by IFM Investors and Solas Capital, the firms employing both guests.
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 advisors weighing concentration risk and taxable portfolio changes, the episode offers a manager’s view on broadening equity opportunities and on the operational and tax considerations that come with adding alternatives or private credit.
For wealth professionals with real-assets exposure, this is a manager’s sector review of timberland REITs, including the supply-demand and housing-related drivers the guest discusses.
For advisors thinking about succession or an exit, the discussion focuses on the gap between saying they want to sell and what they actually want to stop doing. It also lays out the sell, stay and grow model and next-generation career ladder as ways firms think about monetization and continuity.
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
