The Future of Real Asset Investing: From Core Infrastructure to Alternative Opportunities скачать в хорошем качестве

The Future of Real Asset Investing: From Core Infrastructure to Alternative Opportunities

"The Future of Real Asset Investing: From Core Infrastructure to Alternative Opportunities" panel discussion at the AIM Summit London Edition 2025 Speakers John Tanyeri, Head of Real Assets at Guggenheim Partners Josep M Camacho, Former Head of Real Estate & Infrastructure Sector Strategies Section at PIF at Real Assets Advisor Miguel Toney, Partner, Private Credit at CVC Credit Partners Moderator Rami Kiwan, Senior Economist – Minister’s Office at Ministry Of Economy, UAE. This session covered: 1. Macroeconomic Environment – Inflation, interest rates, and fiscal deficits. 2. Investment Strategy – Real asset cycles, risk, and portfolio positioning. 3. Private Credit – Rise due to bank pullback and alternative capital needs. 4. Democratization of Finance – Growing access to private assets for individuals. 5. Policy and Regulatory Risk – U.S. deficit, tariffs, Trump-era policies. 6. Infrastructure Trends – Datacenters, digital infrastructure, and energy. 7. Asset Management Innovation – Evergreen funds, manager consolidation. #aimsummitlondon2025 #alternativeinvestments #realassetinvesting Disclaimer: This content is provided for informational purposes only and does not constitute financial, investment, or legal advice. Any views or opinions expressed are solely those of the speaker and should not be relied upon as the basis for financial decisions. Viewers are advised to consult with qualified professionals before making any investment or financial decisions.