Épisodes

  • 122. EM-pire of opportunity: How alternative asset managers are unlocking opportunities in emerging market debt

    122. EM-pire of opportunity: How alternative asset managers are unlocking opportunities in emerging market debt
    Feb 18 2026
    In this episode, hosts Tom Kehoe and Drew Nicol explore the risks and rewards of emerging market debt - an often misunderstood, high-yielding asset class. Joining them is Polina Kurdyavko, Head of Emerging Markets at RBC BlueBay Asset Management, who shares her expert insights on navigating volatility, managing risk, and uncovering opportunity in today’s shifting macro landscape.

    Hosted on Acast. See acast.com/privacy for more information.
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    36 min
  • 121. Why Japan is back in focus for alternative investments

    121. Why Japan is back in focus for alternative investments
    Feb 11 2026
    With Japan’s recent election results bringing markets and policy back into the spotlight, this episode of The Long-Short is worth a revisit. Tom Kehoe is joined by Masaki Taniguchi, Founder and COO of Pleiad Investment Advisors, to unpack how Japan’s asset management landscape has evolved from the 1997 deregulation era to today’s “double asset income” policy, and what it means for Japan’s ambitions (and challenges) as a growing hub for alternative investments.

    Hosted on Acast. See acast.com/privacy for more information.
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    43 min
  • 120. Inside the UAE job market: Trends, tips, and talent shifts

    120. Inside the UAE job market: Trends, tips, and talent shifts
    Feb 4 2026
    The UAE is one of the world’s fastest-expanding hubs for hedge funds and other alternative investment firms, attracting people from around the world. Not long ago, we spoke with recruiter Oscar Orellana-Hyder of Cordell Partners to get the inside track on hiring trends, the most in-demand roles, and what it takes to land a job in the rapidly evolving financial centre.

    Hosted on Acast. See acast.com/privacy for more information.
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    30 min
  • 119. What do allocators want from hedge funds in 2026?

    119. What do allocators want from hedge funds in 2026?
    Jan 28 2026
    Hedge funds delivered in 2025 and investors are happy but aren’t exactly throwing more money on the table. In this episode of The Long-Short, Tom Kehoe is joined by Hedgeweek’s Manas Singh to unpack the latest AIMA research on why investors still prize hedge funds for uncorrelated returns and capital preservation yet remain cautious on increasing allocations or backing new managers. They break down demand by strategy, the growing pull of private credit, and why fee pressure is still front and centre.

    Hosted on Acast. See acast.com/privacy for more information.
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    29 min
  • 118. AI is no longer a future concept, it’s reshaping asset management right now

    118. AI is no longer a future concept, it’s reshaping asset management right now
    Jan 21 2026

    In this episode of The Long-Short, McKinsey’s Global Head of Technology and AI Kate Smaje cuts through the hype to explain where AI is delivering real value, what agentic AI could change next, and how asset management firms should think about talent, risk, and strategy as AI scales. A practical, forward-looking conversation for leaders navigating the AI moment.

    Additional resources:

    • Agents, robots, and us: Skill partnerships in the age of AI
    • The state of AI in 2025: Agents, innovation, and transformation


    Hosted on Acast. See acast.com/privacy for more information.
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    49 min
  • 117. Digital assets in focus: Reflections on 2025 and predictions for 2026

    117. Digital assets in focus: Reflections on 2025 and predictions for 2026
    Jan 14 2026
    From crypto ETFs and institutional adoption to tokenisation, DeFi and on-chain markets, we unpack the biggest shifts from 2025 — and what they mean for the future. Henri Arslanian joins us to share his key predictions for the digital assets landscape in 2026.

    Hosted on Acast. See acast.com/privacy for more information.
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    46 min
  • 116. AIMA's Year in Review 2025

    116. AIMA's Year in Review 2025
    Dec 17 2025
    As 2025 draws to a close, The Long-Short team delivers its annual year in review episode. Host Tom Kehoe unpacks a transformative year marked by seismic geopolitical shifts, the rise of private credit as a defining industry narrative, and landmark legal wins for the industry. Joining him is AIMA CEO Jack Inglis, who reflects on hedge fund performance, a whirlwind year of global advocacy, and what lies ahead for hedge funds and private markets in 2026.

    Hosted on Acast. See acast.com/privacy for more information.
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    33 min
  • 115. An Insider's guide to Abu Dhabi Finance Week

    115. An Insider's guide to Abu Dhabi Finance Week
    Dec 2 2025

    This week on The Long-Short, Chris Hughes, Editor-in-Chief of Abu Dhabi Finance Week, joins us to preview a record-setting edition of the event, now drawing more than 40,000 attendees and institutions representing over half of global GDP. With more than 70 sessions on the agenda, including the inaugural AIMA Private Credit Summit, we explore how this year’s theme reflects the tightening links between global financial hubs and the growing impact of technologies like AI.

    Tom and Drew also unpack Abu Dhabi’s rising influence on the world stage and what this accelerating momentum means for alternative investment managers.

    Hosted on Acast. See acast.com/privacy for more information.
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    35 min