Long-term trends underpin European private equity infrastructure

Long-term trends underpin European private eq...

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Decarbonisation and climate solutions providers to gain new prominence

“The crisis that we're experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’ and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of the Investment Insights Centre ...  Afficher plus

Managing multi-asset portfolios amid the volatility

The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. Laurent Clavel, Global Head of Multi-Asset for AXA Investment Managers, part of BNP Paribas Asset Management, talks with Daniel Morris, Chief Market Strategi ...  Afficher plus

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Talking Heads – Long-term trends underpin European private equity infrastructure
Investment Insights

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 ...  Afficher plus

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

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 ...  Afficher plus

Oakmark’s Nygren Takes Private Equity Perspective
Inside Active by Bloomberg Intelligence

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 ...  Afficher plus

Talking Heads – Which long-term themes are set to drive global equity markets?
Investment Insights

Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.For ...  Afficher plus