Private markets: sustainability for institutional portfolios

With the global COVID-19 pandemic in its second year now and with the immense uncertainty that institutional investors still face, investment strategy reviews should be high on the agenda (if not already completed!). With the extreme market volatility experienced in the last year and sharpened focus on ESG, investors have been given a wake-up call…

Real assets in a COVID-19 world

In this paper, we discuss some of real assets, namely infrastructure and real estate, investment trends that have been brought to the fore during the COVID-19 crisis, from accelerating digitalisation to the decline in retail property. We will explore how asset classifications are likely to develop in response to these long-term trends and why it…

ESG factors gaining ground in pension fund investing

If the COVID-19 pandemic has shown us anything, it is the importance of the community in which we live and work. We see this importance upheld through organic ESG improvements. There have been many uplifting stories in social media about acts of goodwill, not just by individuals, but by companies who have responded to the…

Navigating private equity through the next recession: How GPs are preparing and what LPs should be thinking about

In the last eight years, investors have ploughed considerable sums of money into private markets, in particular in Private Equity (“PE”), where assets, in terms of fundraising globally, have surged from a low of $178.3billion in 2010 to $591.8billion in 20181; in terms of assets under management, the PE market has doubled over the same…

Implementing risk-reducing strategies

As many investors have benefited from rising equity markets over the last few years, they have often looked to protect those gains and to protect against further volatility. The recent equity market turmoil (i.e. the significant declines in Q4 2018 and recovery in January), has highlighted the importance of risk management, and more specifically, of…

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