Viewpoints

Small-scale digital infrastructure, especially edge data centers and bulk fiber platforms, is emerging as an increasingly attractive and undervalued opportunity. These assets can offer critical infrastructure characteristics, inflation protection potential and value retention, with speed, flexibility and resilience needed in a rapidly evolving digital world.

EM equities have faced significant headwinds over the past decade, but recent developments suggest a turning point may be in progress. So far, 2025 is proving to be promising, as EM equities have delivered double-digit absolute returns and have outperformed developed market equities.

How can insurers enhance spread and improve capital efficiency in today’s credit markets? Patrick O’Sullivan joined the InsuranceAUM.com podcast to explore opportunities across CLOs, commercial mortgage loans, portfolio finance, and private ABS.

Early 2025 saw property investors shift to risk-on, but uncertainty has led to a risk-off stance. U.S. policy ambiguity adds volatility, likely delaying recovery. Despite this, European real estate debt remains a compelling opportunity for insurers for three key reasons.

CRE valuations held steady in the second quarter, though transaction activity was subdued amid economic uncertainty and periods of market volatility following “Liberation Day”.

Global geopolitical uncertainty has postponed the hoped-for European real estate recovery this year. However, while macro risk is high, property market risk is low—and the pause in recovery arguably extends the opportunity to invest near the start of a new property cycle.

Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dynamics are impacting corporate fundamentals and the backdrop for high yield bonds and broadly syndicated loans today.

The CLO market remains well-supported, but caution is warranted as the path forward will likely be shaped by both macroeconomic forces and deal-specific characteristics.

High yield bonds and loans continue to offer attractive income in a world where uncertainty remains a constant—and in today’s highly uncertain environment, a balanced approach that looks across fixed and floating-rate assets can help mitigate volatility while preserving upside potential.