01. September 2017

The financial crisis ushered in a new era of unlisted infrastructure investment. Three trends - high appetite for illiquid investments, the desire to reduce equity risk exposure after the lessons of 2008 and the subsequent need for income generation in an era of low rates - converged to create a ‘perfect storm’ of demand.

• Private Markets
• Real Assets
• Infrastructure

Weiterlesen: Investing in the 'Infrastructure 3.0' Era

01. September 2017

We were recently invited by FT’s Pensions Expert to provide an article debating the potentially thorny question: Is ESG Compatible with the Rise of Passive Management? This brainteaser was born out of a plausible tension between two of this decade’s most significant trends.

• ESG
• Equity
• Impact

Weiterlesen: Is ESG Compatible with Passive Management?

01. September 2017

The year was 2009. Amid a climate of investor cynicism, disappointment and self-examination, two papers were published that would fundamentally change the way that the investment industry viewed active equity management.

• Equity

Weiterlesen: Will the ‘Real Active Managers’ Please Stand Up?

01. September 2017

The resurgence of investor appetite for emerging markets is proving to be the most significant allocation trend of 2017, at least according to bfinance data on new mandates.

• Fees
• ESG
• Equity
• Emerging Markets

Weiterlesen: Emerging Market Equity and the ESG Challenge