Private assets
PORTFOLIO PERSPECTIVES | Podcast - 11:41 MIN
Talking heads – Sheltering from volatility with real estate debt
Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies...
PORTFOLIO PERSPECTIVES | White paper - 4 Min
Allocating to private assets in open-ended funds
Private assets such as private equity and private debt have come to the fore as a viable alternative for investors...
FORWARD THINKING | Podcast - 11:54 MIN
Talking heads – Bold stewardship to achieve ESG objectives
As elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments...
PORTFOLIO PERSPECTIVES | Podcast - 13:55 MIN
Talking heads – The strategic case for investing in private assets
Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity...
PORTFOLIO PERSPECTIVES | Article - 7 Min
Babies and bath water: Is it time to abandon the 60-40 portfolio?
The groans of despair heard from multi-asset portfolio managers lament the positive correlation between equities and bonds we have seen...
PORTFOLIO PERSPECTIVES | White paper - 27 Min
Investment Outlook 2023 – Investing in an age of transformation
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation...
PORTFOLIO PERSPECTIVES | Article - 3 Min
European infrastructure debt – Navigating new challenges
Infrastructure debt's resilience as an asset class was demonstrated during the pandemic. However, new challenges have arisen. A key concern...
PORTFOLIO PERSPECTIVES | Podcast - 14:37 MIN
Talking heads – As an alternative, consider a direct small lending portfolio
Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for...
FORWARD THINKING | Article - 4 Min
How can investors aid pandemic resilience?
Covid-19 taught us important lessons on pandemic preparedness. How can we plan for the future, and how can investors help...
PORTFOLIO PERSPECTIVES | Podcast - 13:23 MIN
Talking heads - A grim macroeconomic outlook for Europe
The summer has seen a sharp deterioration in prospects for the the euro area economy. The cost of living crisis...
PORTFOLIO PERSPECTIVES | Podcast - 10:56 MIN
Talking heads - The shock-absorbing nature of infrastructure debt
As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes...
PORTFOLIO PERSPECTIVES | Article - 2 Min
Can private markets help investors ride the inflation wave?
Demographics, repetitive bouts of fiscal stimulus, and deglobalisation are among the factors pointing to prolonged higher inflation. Can private markets...