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Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time, investors appear increasingly reluctant to take significant active risk versus the benchmark, due to Fear of Missing Out on upside or vulnerability to aggressive style rotations. The result: growing demand for benchmark-aware strategies, whether active (‘core’) or quasi-passive (‘Enhanced Indexation’).
Read more: ‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears
A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past three years. Two years ago, however, the figure was just 20%. With many GPs under pressure amid slower fundraising and reduced investor satisfaction with performance, is now the time to press for better terms?
Read more: Time to Press for Better Fees in Private Markets?
Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending strategies. New dedicated healthcare lending funds are also emerging, with larger private debt managers joining a fray that was historically dominated by smaller specialists.
Read more: Diagnosis: Opportunity? Direct Lending in Healthcare
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge, event-driven, relative value, global macro, managed futures.
Read more: Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Read more: Energy Transition and the Commodity Investment Conundrum
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