Apr 22

Talking Heads - Licence to roam empowers absolute return bond approach

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate ... Show More

10m 51s

Apr 16

Talking Heads - Flows into core equity ETFs hold up amid Middle East conflict

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel Morris that inflation-linked p ... Show More

5m 53s

Apr 10

Talking Heads - Healthcare equities: Healthier prospects in 2026

Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon Stephenson tells Investment Insights Centre Co-head Andy Craig that numerous factors should create a much more investable ... Show More

9m 24s

Mar 2025

Long-term trends underpin European private equity infrastructure

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that ... Show More

9m 20s

Nov 2022

[REPLAY] - Private Equity Masters 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)

John Connaughton is a Co-Managing Partner at Bain Capital, a leading global private investment firm that oversees approximately $130 billion in assets. Founded in 1984 as the pioneer of a consulting-based approach to private equity investing, Bain Capital today invests across pri ... Show More

1 h

Oct 2024

Oakmark’s Nygren Takes Private Equity Perspective

Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin ... Show More

38m 52s

Mar 2025

The Hamilton Lane Take On The Infrastructure Sector Now and Beyond With Brent Burnett

Welcome to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane, shares insights on infrastructure growth, key trends, and the 2025 outlook. Tune in for a deep dive into its role i ... Show More

32m 30s

Aug 2025

Private Equity's Resilience and Q2 2025 Economic Trends

The second quarter of 2025 showcased one of the most compelling periods for private equity, revealing how firms responded to disruption through strategic action and decisive adaptation. Join BluWave Founder and CEO Sean Mooney as he unpacks the insights from BluWave's Q2 Private ... Show More

22m 15s

Oct 2025

U.S. exceptionalism and developed markets

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the ... Show More

27m 39s

Nov 2025

239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030

Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly acce ... Show More

18m 4s

Feb 2024

49. Project Finance 101 & Infrastructure Investing Basics

Send us Fan MailWhat is Project Finance? In this episode, we are joined again by Rahul Culas, Julie Kim, and David Albert to get into the basics of this sector of Investment Banking. We explain what project finance is and why it's used, how it differs from the types of financing ... Show More

39m 25s

Sep 2025

Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust

What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More

43m 11s

Sep 2025

232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing

Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the ... Show More

18m 24s

Talking Heads – Long-term trends underpi...