
The property market correction of 2023-24 marks the fourth significant dislocation in this asset class since 1970. Each prior instance—the early 1970s, the oversupply of the 1980s/early 1990s and the ‘GFC’—ultimately provided exceptional opportunities for investment in recovering markets. Yet a promising vintage does not guarantee strong performance: periods of ‘recovery’ also present particular pitfalls.
Weiterlesen: Real Estate Dislocation Presents Opportunities, Risks

GP Staking – a Private Equity strategy characterised by investments in alternative asset managers and an unusual yield-generative profile – is currently drawing outsized coverage in industry press.
Weiterlesen: GP Stakes Funds Seek US$30bn With Promise of Private Equity Plus Yield

Credible asset owner surveys can be a useful source of insight for both investors and the asset managers/advisers that serve them. Their headline findings often tend to focus on expected changes to asset allocation, with researchers seeking to call out trends.
Weiterlesen: Top Investor Surveys Part Ways on Asset Allocation Expectations

From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.
Weiterlesen: Passive ESG Investing Needs Careful Attention Amid 'Backlash'

An inflationary climate has created new challenges for foundations around the globe: with underlying projects seeking larger disbursements to cover their increased costs, there is a need for higher, stable, predictable income.
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