CNBC interview

• Re-allocation is already happening – the shift towards the UK and Europe is not theoretical. We’re seeing capital move across infrastructure, public equities and fixed income, well ahead of 2026 planning cycles.
• Why UK & Europe now? After more than a decade of capital starvation, investors are finding higher yields, lower valuations, and a far more engaged opportunity set – even if the full “Japan-style” re-rating moment still lies ahead.
• Public vs private is a false divide – investors want high-conviction, active outcomes, but private markets rely on healthy public markets for valuation and exits. The opportunity is in thinking across both.

Bloomberg interview — Central Banks & Public Asset Owners

Discussion on key allocation trends in public asset owners including central banks, sovereign wealth funds and public pensions funds

Bloomberg — Global Markets

Discussion on outlook and investment strategies for global markets

Bloomberg — Geopolitical Risks & Emerging Markets

Discussion on geopolitical risks and emerging markets