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…

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…

U.S. inflation appears stickier and growth has remained stronger than expected. Thus, a cut in U.S. interest rates in March now appears very unlikely and even the probability of a cut in May has dropped in recent weeks. On the other hand, commercial real estate problems on both sides of the Atlantic have revived market…

A big reason for the historical outperformance in storage has been the demand drivers of storage, which tend to be lifecycle events—getting married or moving, the birth of a child, a climate disaster, divorce, or any life-changing event drives the demand for self-storage.

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…

Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI.

Listen to Jason Mitchell discuss with Lisa Braune, Neustark Head of Carbon Dioxide Removal, about why the world’s largest single waste stream—demolition concrete—is one of the secrets to carbon dioxide removal.

Rapid growth in renewable energy capacity is driving demand for long-distance transmission cables that can carry energy ashore from distant, deepwater wind farms, or transfer it between countries. But, as the FT’s Rachel Millard explains, analysts believe we could be facing a cable shortage by the second half of this decade…

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…

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 significant repricing across all commercial real estate (CRE) sectors, normalizing rent growth, and rising expenses, it’s time to revisit and reassess the CRE space. Listen to our thoughts on the CRE market today, implications for the banking sector, and risk factors we’re monitoring.

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…

The results of State Street’s third annual Private Markets Survey, conducted among more than 500 institutional investors worldwide, forms the basis of this webinar. Participants will learn how their peers are responding to the continued global economic challenges facing the industry, and how regulatory developments and…

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 this month’s First Eagle Alternative Credit update, Larry Holzenthaler, Portfolio Manager and Senior Alternatives Strategist, discusses the year-to-date rally in the loan market and the outlook of the private and public credit markets heading into Q2.

Saudi Arabia is racing to finish the $22B Riyadh Metro in time to modernize its capital city and open its doors to the world. With the country set to host the World Expo 2030 and as a frontrunner to host the 2034 FIFA World Cup, this is a golden opportunity for Saudi Arabia to transform its economy and improve its human…

Hear from private market experts across our early-stage venture, climate growth, late-stage biomedical, late-stage growth, private credit, and ESG teams.

While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it's only in recent years where we've seen the regulatory pressures that banks are facing come to the fore, fuelling a strong desire to shrink balance sheets and increase capital. The Significant Risk Transfer…

In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset Management, about sustainability-related investing in water, the reasons behind the inflows into this asset class and the outlook for water-related businesses in a segment that…

Financial markets and the broader economy concluded a remarkably resilient year in 2023, especially when considering early fears that higher interest rates and stress in the banking sector would trigger a recession. Stronger-than-expected economic growth, a healthy labor market, and technological innovations such as AI…