In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Jason Brady, chief executive and president of Thornburg Investment Management, about a range of topics including dividends, bond yields and creating robust income in retirement.
How private credit investors are preparing for software’s AI reckoning
As the private credit industry matures, the first real stress tests are emerging – from AI-exposed software loans to eroding covenants in megadeals. Institutional investors are responding by rethinking where the illiquidity premium justifies the risk.
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Active engagement needs research, cadence and materiality
Investor engagement and stewardship programmes seek to change corporate behaviour, reduce risk and shape positive real world impacts. But experts notice that to be most effective investors need to ensure they are seeking to change the most material and important issues.
Hydrocarbon investment could avoid global recession
United States policy has quietly encouraged India and other countries in Asia to buy Russian hydrocarbons to avoid a global recession, driven by energy and food shortages, according to US government adviser and Russia expert Stephen Kotkin. While “no one wants Russia to get away with” invading Ukraine, an energy supply shock prompted by sanctions
The challenge of investing sustainably in sovereign debt markets
Investors speaking at Sustainability in Practice reflect on the challenges of sustainable investment in the trillion-dollar sovereign debt market: engagement, choosing what to measure and the impact of elections on policy to name a few.
Bridgewater sees opportunity for impact and return in mining groups
After a decade of underinvestment, Carsten Stendevad, co-chief investment officer for sustainability at Bridgewater Associates sees impact and return opportunities in commodities.
Infrastructure investors hunt decarbonisation pathways
Investors discuss the importance of being able to decarbonise infrastructure assets over the long-term. It's leading to lacklustre appetite for investments that can't - like airports.
Robeco signals unchartered territory ahead as sustainability takes off
Robeco's Victor Verberk opens Sustainability in Practice urged investors to invest at the frontier and push boundaries
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