Private equity is not unsustainable: the current state of private credit represents a natural progression of a maturing asset class.
Private equity is not unsustainable: the current state of private credit represents a natural progression of a maturing asset class.
Private equity exit uplifts are falling. Barwon’s analysis of over 300 global PE exits reveals a decline from a long-term median of ~30% uplift to
Emerging markets (EM) are highly inefficient. Complicated governance structures, evolving macroeconomics and immature institutions
Ashmore’s latest Market Commentary examines how EM debt and equities have behaved during past US easing cycles, and what the recent 25bps Fed cut could mean for investors.
A seismic shift is underway in global capital markets. The extreme concentration in US assets, a phenomenon driven by fiscal policies that ballooned the $US
Interest in alternative asset classes is intensifying as advisers look to improve the return profiles of client portfolios in an increasingly challenging environment. The universe
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden
An investment manager’s analysts should conduct deep research that includes onsite meetings with a company’s senior leadership, customers, suppliers and competitors, and should also evaluate
Understanding the characteristics of emerging growers and stable growth compounders is essential to recognise how these companies contribute value to an investor’s portfolio.
Private equity (PE) is ownership or interest in a corporate entity that’s generally not publicly listed or traded. However, PE is increasingly backing listed companies
Listed equities are the cornerstone of most diversified investment portfolios. Whether held directly, via an exchange traded fund or an unlisted managed investment, even those
Private equity (PE) refers to the ownership or interest in a corporate entity that is typically not publicly listed or traded. PE managers usually raise
