Real estate, infrastructure, data centers and energy transition, from the managers who own them. Picked by our desks.
4 videos and podcasts · new this week: 4
The episode puts the advisory profession's own history in context alongside a broader account of the advice Americans have been given over three centuries. It also raises household and relationship dynamics, including who makes financial decisions at home, that sit behind client conversations.
Picked by the real estate & infrastructure deskEnergy input costs and inflation pass-through are recurring inputs to macro and allocation discussions with clients. The clip offers a short framing of how one strategist weighs fuel prices against labor market conditions.
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.
It is a compact run-through of how one large manager is framing allocation decisions in a higher-rate environment, including the diversification case for insurance-linked and private market assets. Advisors can compare that framing against their own portfolio construction and client conversations.
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.
