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Talking Capital

Talking Capital

De: Capital Generation Partners
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Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. All information and opinions expressed during this podcast are subject to change without notice. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted or responsibility assumed in respect of persons who are not clients of CapGen, unless expressly agreed in writing. This podcast does not constitute investment advice or an offer, contract or other solicitation to purchase any assets or investment solutions or a recommendation to buy or sell any particular asset, security, strategy or investment product. Nothing said during this webinar should be construed as an invitation or inducement to engage in investment activity. More information: https://www.capgenpartners.com/legal/privacy-noticeCopyright 2026 Capital Generation Partners Economía Finanzas Personales
Episodios
  • Responsible Capital: ESG requirements, regulation and the future for commercial real estate

    Responsible Capital: ESG requirements, regulation and the future for commercial real estate
    Apr 2 2026

    In this episode, Ian is joined by Ross Davies, Head of Real Estate at CapGen, to discuss the role of ESG in the real estate industry, including:

    • The evolution of ESG requirements since the 1990s
    • The impact of government regulation, and what this means for the future of commercial property across developers, occupiers and asset owners
    • The impact of US policies on UK real estate and the diverging approaches to ESG
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    31 m
  • The Iran conflict: what it means for markets, investors and portfolios

    The Iran conflict: what it means for markets, investors and portfolios
    Mar 6 2026

    In this standalone episode, Ian is joined by Quintin Price, Chair of our Asset Allocation Committee, and Donald McFarlan, Portfolio Management Director, to discuss the investment implications of the conflict in Iran, including:

    1. What has happened, what are the implications and how should investors respond?
    2. How have markets reacted and what impact has that had on our portfolios?
    3. What are the longer-term possibilities for the conflict and what could this mean for asset allocation?
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    30 m
  • Responsible Capital: the economics of natural capital, how to measure it and the UK's progress

    Responsible Capital: the economics of natural capital, how to measure it and the UK's progress
    Mar 5 2026

    In this episode, Ian is joined by Kate Russell, Managing Director of Tellus Natural Capital and Dimitri Zenghelis, Chair of our Responsible Capital Committee, to discuss:

    1. The importance of natural capital in the economic system
    2. Incorporating natural capital in economics and the role of technology and AI in measuring ecosystems
    3. The UK's progress on natural capital
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    32 m
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