Private equity managers are no strangers to investing in turbulent market environments … [Read more...] about How Private Equity is taking advantage of turbulent markets
Alternative Investment
Commodities: Taking the Long View
So far in 2023, commodities have generally not delivered for investors, with the S&P GSCI Index lagging major stock and bond indices despite persistent inflation and growth risks. However, given what we consider current recession-level prices, we believe there are several reasons why the asset class could pick up steam from here. First, the Federal Reserve’s monetary … [Read more...] about Commodities: Taking the Long View
Private equity – An attractive asset class
Over the last 60+ years, private equity investing has developed from the original leveraged buyout deals, once the unproven territory of financial pioneers, into a tried and tested investment philosophy. … [Read more...] about Private equity – An attractive asset class
Beyond ESG: The Carbon Price Solution
The net-zero transition requires the rapid development at scale of new technologies, energy-efficient infrastructure, and carbon capture and storage. A carbon price, together with the elimination of fossil-fuel subsidies, would give investors powerful incentives to finance these and other imperatives. The quest for carbon neutrality has begun in earnest. More than 70 … [Read more...] about Beyond ESG: The Carbon Price Solution
Why Global Macro may be part of the solution as investors reassess the 60-40 portfolio
2022 has been a very tough year for investors in the 60-40 portfolio in Europe and the US. Equities have suffered double digit declines and government bonds have endured their worst drawdown in decades. Hedge funds have been put forward as part of the solution as investors increasingly look for alternatives, particularly to fixed income. However, performance in 2022 has … [Read more...] about Why Global Macro may be part of the solution as investors reassess the 60-40 portfolio
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