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Anton Pil, managing partner, JPMorgan Global Alternatives, argues ESG is an integral part of the value proposition and ‘fundamental to the bottom line’.
From trade wars to population growth, Maven Libera director Megan Raynal tells investors what to watch out for.
The Grand Duchy is benefiting from Brexit uncertainty. Partners from law firm Loyens and Loeff examine how it treats carried interest.
Partners Group's Steffen Meister believes the days of being able to buy private assets cheaper than public ones are over, but PE will continue to outperform public equities.
GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.
JPMorgan Asset Management’s Stephen Leh, Infrastructure Research, posits three scenarios – recession, inflation and weak energy prices – that could put pressure on core portfolios.
Darryl Murphy, head of infrastructure debt at Aviva Investors, highlights six key themes characterising the global infrastructure debt market.
A focus on quality, a streamlined approach and a strong pipeline are cause for optimism. But Pillsbury associate Golda Calonge warns it’s not all plain sailing for investors interested in the Philippines.
Philippe Taillardat argues the asset class must revitalise itself to benefit from the new industrial revolution.
EDHECInfra’s Sarah Tame explains how its eight broad market indices aim to give investors the tools needed to measure the asset class’s risk-adjusted performance.
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