A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

In November 2022, State Street commissioned Oxford Economics to conduct an independent survey on the future of digital assets. Data gathered from 300 investment institutions showed that 73 percent of respondents have either not changed, or have only slightly changed, their allocation to digital assets in the past 12 months…

Join experts from LGIM Real Assets for a discussion on the potential opportunities of investing in the UK real estate market. Discussions will revolve around: A route map for investing in UK real estate: What we can learn from previous cycles; The investment landscape: Insights from today's transactions market; and Capital…

On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the collapse of Silicon Valley Bank. On a historic week where we saw the collapse of the largest bank since 2008, we walk through the dynamics throughout 2020 - 2023 that caused SVB to fail, what risks lie ahead and if we should expect…

Private credit funds invested during or in the immediate aftermath of recessions have performed well on a historical basis. Randy Schwimmer, Co-Head of Senior Lending at Nuveen’s private capital investment specialist, Churchill Asset Management and Joe Lee, Principal in the Underwriting & Portfolio Management, joined IPE…

Ongoing uncertainty points to a wide range of possible market outcomes – with distinct and varied challenges and opportunities for occupier markets by region, city and sector.

Michael Metcalfe and Nitin Gaur reflect on lessons learned from the volatile crypto market.

Join State Street experts for their webinar Old Challenges and New Frontiers: Private Market Trends in the 2020s. The discussion is based on a survey of 480 investment institutions fielded in Q4 2022, with respondents split evenly between traditional asset managers, private markets-specific asset managers, asset owners and…

Former US Treasury Secretary Larry Summers warns of very substantial consequences if regulators don't work through the issues that contributed to the Silicon Valley Bank collapse. He also explains why the vaunted stress tests didn't predict the implosion.

Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies might want to look for a harbour in real estate debt. The essential nature of the services that property provides – first and foremost shelter – and the relatively inflexible demand for…

A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity of traditional asset classes to generate attractive investment returns, the search is on for alternatives. Private assets are worth considering as they can improve returns, reduce risk and increase…

The collapse of Silicon Valley Bank has rattled the startup sector that was so reliant on it. Now venture investors are combing through the aftermath, working to change their banking practices. WSJ venture-capital reporter Berber Jin joins host Zoe Thomas to discuss.

This panel discussion looks at volatility as an asset class, why we should care about volatility, and why it's necessary to have protection in your portfolios. The speakers note how volatility comes in waves, and we need to be ready to react to its movements.

A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

Are previous macroeconomic narratives obsolete? Will emerging markets return to the form of past decades? Can China retool its economic model? How far does real estate have to fall in a world of rising rates? Our speakers examine the pre-pandemic past and the potential new normal in asset markets for the year ahead and the…

Spend a few minutes with our China equity, fixed income, hedge fund and investment solutions teams.

A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…

With a third of the global economy expected to fall into recession in 2023, Jose Pellicer considers previous recessions of 1991 and the Global Financial Crisis, which were succeeded by some of real estate’s finest 8-year returns. He also looks at what happens to the price of risk during economic contraction and how investors…