Real estate, infrastructure, data centers and energy transition, from the managers who own them. Picked by our desks.
5 videos and podcasts · new this week: 5
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.
New manager videos, podcasts and our own real estate & infrastructure stories on My Desk and in your morning edition.
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