Rachel gives a detailed low down on what happened at a recent Bloomberg event in the United Arab Emirates. I discuss updates with SoftBank and U.S. President-elect Donald Trump. Rachel and I discuss the Rosneft deal and how emerging markets may react to a new investment paradigm. I talk about our recent asset manager’s guide and how external fund managers are going to be impacted in 2017. I explain the concept of a “wall of equity”. Rachel talks about the Scooter Index and how Vietnam is luring institutional investors. I bring up the DP World deal with CDPQ and the large sell off from National Grid to a pool of long-term institutional investors.
1:05 Abu Dhabi, Oil Prices, Trump, SoftBank and more
4:00 Emerging Markets
5:40 Rosneft and Glencore
8:10 Deep Dive into SWFI’s Asset Manager Guide
15:00 The Appeal of Southeast Asia and the Scooter Index
20:30 Analyzing the CDPQ and DP World Transaction