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17 results for “investment momentum”
Concept2 mentions across episodes
momentum
...market investments? It's still a question mark. Those are the types of things that could slow it down, but I don't see something that will stop it. I just think the momentum is too great there. In terms of asset class growth, if you think of privates
43:20 / 44:31
from transcript43:20 – 44:31
thing. How do we fix that? First, you have to recognize that you have to have a global tailwind in any of this stuff. One of the ways we have stayed in business, especially these last fifteen years, is by amalgamating other managers under one roof by
38:16 / 39:17
from transcript38:16 – 39:17
...fund to the local population and drive positive impact. They also see it as an opportunity to drive alpha. That's where I get excited because that's when things can be repeatable role models. Very few pensions are gonna copy a development fund that i
31:27 / 32:36
from transcript31:27 – 32:36
So I think we're gonna see it incorporated in different ways. I would say some of the early announcements are a little clunky and that will get better integrated as we move forward. But the market's growing at a 30% compounded annual growth rate. So
48:48 / 49:52
from transcript48:48 – 49:52
...investment minimum to satisfy that or investing in an evergreen strategy, you get lower investment minimums, but you're gonna trade off returns for that. How do you think about increasing adoption, particularly in private equity side, as it relates w
40:24 / 41:34
from transcript40:24 – 41:34
...investments, including hedge funds, private equity, venture capital, and real assets. These days, almost every institutional portfolio incorporates significant allocations to alternatives to produce better outcomes with similar risk or similar outcom
2:57 / 4:03
from transcript2:57 – 4:03
you still have active management on the mutual fund and long only space. They're not trying to do much more than outperform an index by a very modest amount. For them, taking a bold stance is having an extra 100 basis points in ProLogistix versus the
10:18 / 11:32
from transcript10:18 – 11:32
One more I will highlight would be going to the privates business that was driven by a growth investor who recognized that many growth companies were staying private for longer. Now that's very obvious to say that now, Ted, but it wasn't necessarily
27:42 / 28:55
from transcript27:42 – 28:55
unlocks additional basis points of return. It gives permission to pension funds to spend more money, especially on the initial setup cost of getting your data right. There's a big piece here, which is technology enables two things for every investor.
20:14 / 21:15
from transcript20:14 – 21:15
I think our business benefits from the world growing, the world innovating, the world being productive, and then there are other things that impact the value of companies such as geopolitics, elections, interest rates, monetary policy. I don't think
39:33 / 40:50
from transcript39:33 – 40:50
...the investment minimum to satisfy that or investing in an evergreen strategy, you get lower investment minimums, but you're gonna trade off returns for that. How do you think about increasing adoption, particularly in private equity side,
39:40 / 40:48
from transcript39:40 – 40:48
have made it much easier to allocate to alternatives. Fully funded upfront, modicum ability to redeem, modicum ability to have some liquidity. In some cases, easier tax reporting. Some of these will have a ten ninety nine versus a a k one. Mhmm. Righ
2:17 / 3:20
from transcript2:17 – 3:20
...investments, including hedge funds, private equity, venture capital, and real assets. These days, almost every institutional portfolio incorporates significant allocations to alternatives to produce better outcomes with similar risk or similar outcom
2:57 / 4:11
from transcript2:57 – 4:11
...of new investments. The impact of these capital flows will have ramifications for GPs and LPs for decades to come. How will the capital get deployed? What will it do to asset prices? What will it mean for returns and for fees? And who will win and wh
3:46 / 4:55
from transcript3:46 – 4:55
through a two year IRR paradigm. Given the dynamics of this market, the majority of players effectively playing a different game than we are, the output of that can create interesting opportunities. When we launched the fund, the first three years of
11:15 / 12:18
from transcript11:15 – 12:18
nor are things ever as bad as they seem. This notion that people have, and it's a global notion of extrapolating from the present in a straight line, is just as wrong in developed markets as it is in emerging markets. As you feel this tailwind potent
1:12:00 / 1:13:05
from transcript1:12:00 – 1:13:05
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