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14 results for “investment trends”
...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
Its absolute return prospects are modest, and uncertainties around work patterns and interest rates continue to cloud the picture. Infrastructure, especially in high demand areas like data centers, benefits from inelastic demand and government suppor
3:44 / 4:53
from transcript3:44 – 4:53
...That investment raised a good amount of capital and has performed very well. So continuing to, like, define some interesting things like that that are a little bit outside just your normal private credit, private equity,
36:46 / 37:51
from transcript36:46 – 37:51
Private credit has become the alternative of choice. It offers attractive yields, shorter durations, and adaptability to a higher rate environment. But massive inflows have compressed spreads, raised concerns about underwriting standards, and left qu
3:04 / 4:06
from transcript3:04 – 4:06
...or trends in the world, or areas in the world, do you think are promising right now that, institutional investors are looking at carefully? I would say right now, a couple that have been, more interesting. India has been has been pretty interesting,
27:40 / 28:45
from transcript27:40 – 28:45
...investments, venture capital and private equity, and you mentioned that's not really designed to incorporate that, How does a pool who's trying to implement TPA think about that trade off of the flexibility versus what's historically been the return
17:16 / 18:19
from transcript17:16 – 18:19
opportunity coming in adds value. So some of it is a bottom up understanding of deal sourcing and deal opportunities. You would add a deal if it improves the portfolio, and you wouldn't if it doesn't. You could imagine where you're quite happy with y
16:27 / 17:32
from transcript16:27 – 17:32
...trends you're seeing in how they're shifting capital? The era of doing a lot of co invest in the growth and venture space has gone away, and we didn't do that much of it. There are a lot of other platforms that had done a lot of it. Most of those thi
44:12 / 45:21
from transcript44:12 – 45:21
...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
...are there any, trends or, let's say, investment areas that are not talked, about enough right now or under the radar, that are, that are very much on the radar of these institutional investors or maybe yourself that you're tracking closely and you th
28:30 / 29:34
from transcript28:30 – 29:34
...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 / 4:11
from transcript2:57 – 4:11
...investment in that sector still can be good and become the headquarters in the platform later. And so it gives that great opportunity, I think, to increase your margin of safety, increase an opportunity for success. So all that stuff together creates
14:51 / 16:05
from transcript14:51 – 16:05
...trends in the last decade have been the rise of passive. And I wouldn't say here that passive has peaked or will slow down. And the other big trend is privates, which I would consider active. But if we focus also on the public markets, you had a deca
39:33 / 40:50
from transcript39:33 – 40:50
If you look at the top twenty, twenty five liquid investable emerging market countries, Think of each of those as a three body problem, equities, local currency debt, a hard currency fixed income. Each of those countries going through its own cycle.
40:29 / 41:32
from transcript40:29 – 41:32
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