With the S&P 500 putting up another 20%+ year, the US economy is arguably in both an absolute and relatively good place. However, what is priced in? Plenty of global macro risks abound, and the market is changing; increased dispersion and structurally higher base rates make for a healthy backdrop for active management. We think it timely to revisit the passive vs. active playbook for investors.
This podcast will focus on institutional investment trends that are being explored, researched, and executed today by some of the best investors in the world. Listeners can expect forward-thinking insights from our monthly guests. The range of ideas and themes are expansive, and will include energy transition, emerging markets, technology, endowment allocation strategies, as well as exploring quantitative and discretionary investing strategies. Join us in listening to these innovative investors as it will be the best thirty minutes spent for those in the institutional investing arena. This podcast is being powered by Vidrio Financial; on the Vidrio website or where you get your podcasts.
When exploring the depths of distressed investing, one can occasionally uncover undeniable proof that an asset is far from lifeless, revealing a scenario much more promising than the market price might suggest. All it takes is a catalyst to turn a dead investment into an opportunity with huge asymmetric returns. Tommy Hill and Adrian Keevil, Portfolio Managers at PlusTick Management, LLC discuss their views on investing in the equity and credit of distressed companies.
Can shipping be a play for leading asset allocators today? How will this theme be impacted by geopolitical tensions and the demand for new ships as we close out the year? Will Homan-Russell, CIO of WMC Capital, shares his expertise on global shipping plays and how various market forces can impact the future of this industry.
Gavin Baker of Atreides Management, LP, engages in a deep dive with host Kieran Cavanna on his journey to honing a sharp focus in tech investing and explores the potential transformative bubbles looming for institutional investors. Tune in to our newest podcast episode now.
In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down with Global Macro legend Scott Bessent to discuss investing, data analytics and AI, the current political environment, and much more.
Looking for asymmetry in the institutional investing space and making it a part of your core competencies is not an easy task. In many instances, this requires hard work built on chasing down inefficiencies in the market and going into research overdrive on an idea where very little sell-side coverage exists. This is where great success stories can be made.
When looking at European investments, how will the U.K., France, Germany, Spain and Italy align on energy transition, innovative technology growth, financial services, and more? How can institutional investors capitalize on this and how do they compare to potentially more attractive U.S. opportunities? Learn more about Stuart’s background that took him from studying medieval history through the process of detaching his emotions from investing, a growing appreciation of analytical research, and on to managing over $2bn AUM of European equity assets.
Discover how the world of telecommunication investing is evolving and whether we have the necessary power to tackle the upcoming wave of innovation.
With the urgent need to address surging global energy demands and combat the pressing issue of climate change, uranium as an alternative energy source should not be overlooked. However, lingering concerns persist regarding the delicate balance of supply and demand, as well as the complex geopolitical landscape on the global stage.
Back in 1962, President Kennedy declared that by the end of the decade, the United States would have a man on the moon. Energy transition is an entirely different animal where technology, consumer sentiment, and politics will require further progress before we can declare victory.