GLOBAL INVESTMENT INSIGHTS

Video | Laurent De Greef, Senior Vice President, Head of Portfolio Strategy, D. E. Shaw Investment Management

In this exclusive interview, Laurent discusses the drivers behind the relative size of the U.S. in global equity markets and shares a framework investors can apply for understanding risks in a global equity portfolio. Laurent explains the implications of the U.S. market being heavily concentrated in a few large names and what investors should think about when considering going underweight the U.S. equity markets, following a strong run over recent years.

Video | Willis Tsai, Head of Global Equities, Nuveen

In this exclusive interview, Willis shares how he thinks about portfolio construction across the diverse global equities opportunity set. He explains why now is a particularly compelling moment for active management and highlights what separates managers who succeed over the long term from those who don’t. Willis also discusses the most interesting ideas he is exploring today in pursuit of opportunities and how he is managing risk along the way.

Video | Bryan Jenkins, Head of Portfolio Strategy & Research, Hamilton Lane

In this exclusive interview, Bryan discusses the private equity secondaries market, the drivers of its explosive growth experienced in recent years and the main motivations why investors have been allocating to the asset class. He explains what investors should be looking for to identify best-in-class PE managers and highlights the most important risks and execution challenges in PE secondaries that investors need to be aware of.

Video | Michel Sznajer, Portfolio Manager, Ecofin at Redwheel

In this exclusive interview, Michel discusses how investors can access emerging opportunities from the electrification theme and how investors can adapt their portfolio allocation to capitalise as the electrification theme accelerates. Michel also shares his perspectives on the role of renewables in a “Trump-led” world and explains how A.I. is changing the game for utility and infrastructure sectors.