Follow the Money – Episode 17

In this episode, I cover sovereign funds and pensions amplified interest in emerging market debt and the reasons why. I also discuss some of the ongoing issues and events associated with smart beta and factor-based investing. There is also coverage over developments with Kazakhstan oil, renewable energy investing and core real estate. I also brought up a recent piece on CalPERS regarding their massive real estate portfolio.

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0:45 Update on Mubadala-IPIC Merger
1:20 Why Emerging Market Debt?
3:30 Diving into Smart Beta
9:05 Fossil Fuel and Renewable Energy Deals
12:20 Core Real Estate
14:10 Analyzing CalPERS Real Estate

Follow the Money Show is available on on the Asset Owner Channel.


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The views in this media are expressed by Michael Maduell and other participants and are not reflective of the Sovereign Wealth Fund Institute (SWFI).

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