FEATURED NEWS
Infrastructure, inflation and other risks
The potential for infrastructure investments to protect against inflation is well understood, but there are many important caveats: valuation, revenue risks, weather, safety, and politics....
Meeting the capital challenge within impact growth equity
Private equity investors increasingly are seeking to make a positive impact with their investments. However, for the businesses involved, the reduction in availability of late-stage funding is proving a serious obstacle. This article explores the reasons why....
Navigating stewardship: a case study
Private markets have developed into a global, highly diversified and heterogenous universe where some sub-sectors offer investors relative and absolute value. But deployment has slowed down and we have reached a crossroads: it takes (more) time to agree on value in this new context - argues Allianz GI´s Emmanuel Leblanc
European private debt adapts to the new economic and ESG climate
An increasingly varied universe, private markets may offer interesting entry points for investors amid volatility in public markets and demand for capital. We highlight three areas to consider.....
Where data drives decisions in farmland investing
For years, portfolio design focused on growth, liquidity and diversification across markets. These remain important, but they no longer describe the full picture. A run of environmental shocks, disrupted supply chains and resource constraints has reminded investors that real economic systems have a direct bearing on long-term value......
Frontier Market Focus: Argentina
Argentina’s equity market hit an all-time high in January 2018, and its currency marked a new all-time low of 27.7 per dollar as of June 21st 2018. Should investors cry for Argentina?
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