Private markets are adjusting to a world of depressed distributions, and it looks like LPs hoping for greater liquidity in 2025 may instead need to brace themselves for another dry year.
European equities are gaining investors’ interest because of their lower valuations, higher dividend yields and better insulation from tariff risks than their U.S. counterparts.
“Survive Until ‘25” was the mantra for global real-estate investors during the prolonged slump — but it turned out to be “Surprise in ’25.” We discuss the new investor caution in commercial real estate, just as the market seemed to be getting back on its feet.
U.S.-China tariffs have highlighted vulnerabilities in global clean-tech supply chains, triggering innovation and diversification as companies adapt to restrictions on critical minerals crucial for renewable-energy technologies.
We highlight key performance trends across private equity, private credit and private real assets, using data for over 14,500 closed-end funds, representing capitalization of nearly USD 12.3 trillion as of Q4 2024.
Key insights for the year ahead
Key insights for the year ahead
Key insights for the year ahead
Thematic investing is a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends. These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer tastes and behaviors—megatrends that have the potential to change whole industries and shape the way we will live, work, travel and treat disease in the future.
This is the third instalment of our ‘Fact(or) Fiction?’ series, which aims to debunk some common myths around factor investing. In this instalment, we explore the simple concepts that underpin factor investing.
An objective gauge of the contribution by the world’s public companies to total carbon emissions and their progress toward a net-zero economy.
An objective gauge of the contribution by the world’s public companies to total carbon emissions and their progress toward a net-zero economy.
After the market dislocation of 2023, investors will be hoping for a calmer 2024 in commercial real estate. We identify five key influences to help investors navigate the challenges and opportunities ahead.
