As Europe commits to net-zero carbon emissions by 2050, one hurdle will be the energy emissions caused by buildings’ operations. What investment opportunities might come from energy renovation? European Building and Construction Equity Analyst Ceder Ekblom and European Property Analyst Sebastian Isola discuss.
Yesterday
How Long Can the Fed Hold On?
From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets discussed inflation, Federal Reserve Chair Kevin Warsh's outlook, and the options ahead.Read more insights from Morgan Stanley.----- ... Show More
3m 58s
Aug 4
When a Data Center Comes to Town
Head of US Public Policy Strategy Ariana Salvatore and US Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan Stanley’s Private Wealth Management Sarah Wolfe, examine the economics of the AI datacentre boom, the pushback and the policy implica ... Show More
13m 42s
Jan 2025
Special episode: Future Cities: How can we make buildings better
<p>As part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts, today's show features a clip from a conversation where Carsten Menke, Head of Next Generation Research at Julius Baer, talks to host Emily Rookwood about the surprising ... Show More
11m 46s
Feb 2024
118. Doubling Energy Efficiency - Feb24
At COP28 was endorsed the concept of “tripling renewables” – all good, but a lot of people forgot to mention the rest of the sentence which is “and doubling of Energy Efficiency”. In the latest IEA report, there is a 400bnUSD Energy Efficiency pie, almost at the level of Oil Upst ... Show More
27m 33s
Dec 2024
204: Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opportunity
<p>In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon econo ... Show More
18m 31s
Nov 2023
Part 3: Achieving Net Zero Across the Entire Energy Mix
In a panel hosted by Ed Golder, Head of European Utilities & Renewables at RBC Capital Markets, experts including Hanns Koenig, Managing Director of Aurora Energy Research; Marcel Münch, SVP Finance, M&A and Investor Relations at EnBW; Dr. Frank Reiners, Chief Financial Officer a ... Show More
26m 24s