Market Matters with Bianca McMillan from Gravis

Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.

This month's guest is Bianca McMillan, associate director at Gravis, which specialises in infrastructure, real estate and private credit funds. Bianca has extensive experience in the asset management industry with a particular specialism in energy infrastructure.

In this month’s episode, we discuss a range of topics including the investment case for infrastructure, future-proofing portfolios against geopolitical risk and the future for responsible investing.

00:00 Introduction 00:28 Background to asset management 03:40 Thoughts on markets in 2025 04:47 What infrastructure offers investors 06:21 The merits of investments trusts over passive funds 08:06 The future for responsible investment 10:27 The role of private capital & PPP 12:04 Changes to valuations 13:22 Challenging misconceptions 14:32 Future-proofing against geopolitical risk 16:10 Key performance drivers over next few years 17:28 Thoughts on most attractive opportunities 18:35 Risk warning

Please note that this podcast was recorded on 19 May 2025.