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Episodes
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Episode 4: Opportunities in real estate and infrastructure
We discuss the outlook for commercial real estate and infrastructure, including the macro environment, sector-specific outlooks and the evolving role of these asset classes in institutional portfolios.
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Episode 03: Fixed income in today's environment
We discuss the outlook for investment grade (IG) and non-IG public fixed income, as well as collateralized loan obligations (CLOs), other securitized investments and how insurance investors are positioning themselves amid today’s uncertainty.
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Episode 02: Outlook for the private credit spectrum
In a year of trade uncertainty, persistent rate concerns and investors broadening their search for risk-adjusted yield, what’s the bigger picture for private credit? We discuss the outlook for investment grade (IG) and non-IG private credit, plus real estate debt, in the latest episode of our Checking In, Looking Ahead podcast series.
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Episode 01: Global uncertainties persist in 2025
In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.
Our weekly market update
This week, our investment teams take a closer look at how energy shocks, interest‑rate volatility and climate‑driven disruptions could shape economic and market outcomes globally.