Arena Investors' Zwirn on Markets and Strategies

The video discusses the opportunities arising from market volatility, particularly in investment-grade credit, equities, and crypto. It examines the market's reaction to Federal Reserve policies and the potential for deeper liquidity concerns. The discussion shifts to China's real estate sector and non-performing loans, highlighting opportunities despite challenges like Omicron. The impact of inflation on global real estate and the energy transition's slow progress are also covered. Finally, investment opportunities in Australia and New Zealand, especially in housing and non-bank finance, are explored.

What challenges are faced in the energy transition space according to the discussion?

What role does non-bank finance play in the housing market in Australia and New Zealand?