Real estate, infrastructure, data centers and energy transition, from the managers who own them. Picked by our desks.
8 videos and podcasts · new this week: 8
Energy 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.
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.
The episode touches on bond allocation, the trade-off between mortgage paydown and bond purchases, and international diversification with currency risk, all of which can come up in client conversations. The housing discussion may also be relevant for advisers fielding questions about home prices and higher mortgage rates.
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
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