Connecting the Dots

42 Episodo

1. CIO 2025 outlook – and why growth’s the elephant in the room

   Publicado: 10/12/2024
2. US elections – what are investors watching?

   Publicado: 4/10/2024
3. Misconceptions and opportunities in ABS

   Publicado: 18/9/2024
4. Mid-year investment perspectives with three CIOs

   Publicado: 28/6/2024
5. The return of equity income

   Publicado: 13/5/2024
6. The long-term megatrend of European private asset-backed finance

   Publicado: 25/3/2024
7. The great global election cycle

   Publicado: 22/2/2024
8. A brief history of real estate – and what’s back in fashion

   Publicado: 12/1/2024
9. CIO perspectives on what lies ahead in 2024

   Publicado: 13/12/2023
10. Dissecting the gilt crisis fallout

    Publicado: 12/10/2023
11. The state of play in European private credit

    Publicado: 25/9/2023
12. An Introduction to Significant Risk Transfer

    Publicado: 16/8/2023
13. Catering to subtleties across the housing spectrum

    Publicado: 24/5/2023
14. Infrastructure – an industrial revolution?

    Publicado: 17/3/2023
15. European High Yield – changing perceptions

    Publicado: 1/3/2023
16. What does good ESG in ABS look like?

    Publicado: 15/2/2023
17. Dissecting the real estate and recession dynamic

    Publicado: 16/1/2023
18. CIO perspectives on 2023 and the inflation equation conundrum

    Publicado: 2/12/2022
19. The case for adding to risk in credit markets

    Publicado: 11/11/2022
20. Time to allocate to mispriced consumer finance opportunities?

    Publicado: 25/10/2022