The rise of continuation funds
secondary transactions have grown significantly providing liquidity to long-term illiquid asset classes. Indeed, despite private fund-raising contraction, across the private market, secondaries fundraising almost doubled in 2023. In 2024, it is expected that the global secondary private market will reach approximately 140 billion dollars in size.
Investing in transition?
The regulations surrounding the European sustainable finance package seem to have entered somewhat calmer waters for now. Nevertheless, the topic of transition financing and transition investing remains relevant, especially as there is a need for clear frameworks and definitions.
Adding return and lowering risk with private assets
Adding return and lowering risk with private assets
RBC BlueBay - AI-related stocks: a time to tread carefully
The AI theme is a pertinent one for emerging markets equity investors. However, elevated stock valuations and strong demand suggest caution.
Longeval's view: CBDCs threaten western democracy
Investment Officer, once in a while, has a conversation with investment expert Jan Longeval to discuss his views on economic and financial developments. This time, he warns about the risks of Central Bank Digital Currencies, or CBDCs.
Chart of the Week: The ECB will sleep soundly
Inflation in the Eurozone has fallen to 1.8 percent. This marks the first time since June 2021 that inflation in September dropped below the ECB’s target of 2 percent. Despite many experts claiming that the central bank interest rate can’t be lowered much this time, the ECB now has plenty of reasons with this latest inflation figure to significantly cut interest rates.
Fund Radar: a turbulent third quarter globally
From depressed to euphoric. The mood of global stock markets could change rapidly during the third quarter of 2024. To navigate through such volatile market conditions, investors need a long-term vision, patience, and perspective.
Baillie Gifford on why looking beyond financial statements matters
Carla Bannatyne of Scottish investment management firm Baillie Gifford explains why corporate culture can be the heartbeat of business success
Why complement direct lending with real estate debt?
Private credit, including real estate debt and direct lending, may offer diversification and lower volatility, making it potentially an attractive option for investors seeking optimized portfolios.
Social impact, greenwashing among key focal areas for LuxFLAG’s LSIW24
In advance of LuxFlag’s Sustainable Investment Week (LSIW24), which will take place on October 22 and 23, CEO Isabelle Delas discusses the hot topics and challenges in sustainable investing and what’s on the labeling agency’s agenda heading into 2025.