In this episode, Ian and Robert discuss Real Estate from a macro perspective:

• Market overview: how has real estate performed over recent years and what do we mean by opportunistic real estate?
• Portfolio context: what is the role of real estate in portfolios and what is the opportunity cost of capital?
• Opportunities: what does the current opportunity set look like?

In this episode, Ian is joined by Mike Ascione, Managing Director of Berkshire Partners, a US-based private equity manager, to discuss:

• Berkshire’s origins, how they have celebrated successes and learnt from mistakes, and the future of private equity as an ownership model
• Their investment philosophy and process
• An example of a transaction investment and their greatest contribution to its success

In this episode, Ian is joined by Enrica Dacomo, Investment Research Director at CapGen, to discuss Private Equity from a research perspective, including:

• Opportunities in the US mid-market sector
• An exploration of our manager research and selection process
• How building relationships can lead to better opportunities

In this episode, Ian and Robert discuss Private Equity from a macro perspective:

• First principles: what is the role of private equity in portfolios?
• Building a portfolio: how does this work in practice and how opportunistic can you be?
• Opportunities: what does the current opportunity set look like?

In this episode, Ian and Robert discuss:

• Inflation: what are we expecting and how might markets react?
• Growth forecasts: where might we see growth surprises in the US?
• China: what is the outlook for China and the economic landscape?

In this episode, Ian and Robert discuss:

• Dispersion: what does it mean in a financial context when does it represent an investment opportunity?
• Emerging Markets: why are EM equities appealing right now, and how is China influencing them?
• Commodities: what is the current opportunity set and are gold miners still an attractive opportunity?

In this episode, Ian and Robert discuss:

• Trump inauguration: why are tariffs important to investors and how might the changes to immigration policy impact the US economy?
• Interest rates: what is driving recent moves in market interest rates?
• Bank earnings: what do the recent earnings reports indicate about the strength of markets and the economy?

In this episode, Ian and Robert discuss:

• 2024 recap: how should we reflect on 2024, where did we see surprises and how did the opportunities we had highlighted previously perform?
• Inflation: how are we positioning portfolios for a potential period of higher inflation?
• 2025 opportunities: what are the key opportunities for the year ahead?

In this episode, Ian and Robert discuss:

• Active vs passive: what are the pros and cons and how should investors approach a thematic investment such as BioTech?
• Bitcoin: what has driven the price of Bitcoin recently and does it have a role in portfolios today?
• Private equity: what is the current state of private markets and what has caused the recent activity?

In this commercial real estate special, with guest, Ross Davies, Head of Real Estate at CapGen, Ian and Ross discuss:

• What is the current state of the UK real estate market and what has caused the increased activity?
• What are the areas of opportunity and risk?
• How do you manage a troubled asset?
• What does excellence look like in terms of strategy and execution?