Wealth management firm Alteris has selected JANA as its new investment consultant, bringing its assets under advice in the wealth space to more than $10 billion as it looks beyond its traditional client base for growth.
Markets are “overly sanguine” about how easy it will be to achieve the last mile of disinflation. The Fed might not cut rates rapidly, and if they do we might not like the reasons.
The world’s largest asset manager has picked up Global Infrastructure Partners (GIP) in a move that will give it greater access to the fastest-growing segment of the private markets and define “the next 20 years” of its business.
A rally in risk in the waning months of 2023 has pushed super fund returns into strongly positive territory, but some funds don’t want to count their chickens before they hatch.
Artificial intelligence will expand the private equity opportunity set, according to BlackRock, while bargain-hunting real estate investors will soon get the discounts they’re looking for.
With less than two weeks left to go, super funds will likely turn in another robust calendar year return off the back of a stratospheric risk rally.
Russia might yet escalate its war in Ukraine, while a global recession remains an uncomfortable possibility. But alpha generation potential should increase and liquid alts will be “crucial” as growth uncertainty persists.
APAC family offices are pursuing opportunities in the emerging markets and private debt, and performed better in 2022 than their global peer group according to Campden Wealth.
Big investors looking for diversification and new return drivers are diving deep into the private markets to find them. But liquidity is underrated, and Ninety One thinks they should be considering gold and commodities instead.
Super funds and other big institutions are growing concerned about geopolitical upheaval, while the popularity of private assets is making it hard to find and close transactions.
