Content (115)
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White papersThe Case for Derisking Portfolios with Low Volatility Equities
With rates at their highest for the past two decades, and fixed income allocation at the lowest due to the bloodbath for duration in 2022, many pension plans intend to reduce their equity allocation to collect the highest coupons they’ve seen for a long time.
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WebinarWatch the Replay - Why 2022 was our best year ever and how to build an all weather direct portfolio for the future
Please see the replay for our latest webinar, – “Why 2022 was our best exit year ever – and how to build an all-weather direct portfolio for the future”. Paul Newsome, Head of Investment Solutions, was joined by Francesco Aldorisio, Partner, Philipp Scheier, Partner, Pieter-Jan Frederix, Partner, and Michael Toedtli, Principal, to discuss the secret ingredients that make a portfolio attractive to investors in all economic climates.
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WebinarWatch the Replay - Secondary Market opportunities the upside of a downturn
We are delighted to share with you our latest webinar – “The upside of a downturn – Secondaries in 2023”. Paul Newsome, Head of Investment Solutions, Ralph Büchel, Partner and Lance Zhou, Senior Vice President unpack the opportunities available for secondary investments in the context of market dislocation.
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WebinarWhy 2022 was our best exit year ever - and how to build an all-weather direct portfolio for the future
Join our upcoming webinar, ‘Why 2022 was our best exit year ever - and how to build an all-weather direct portfolio for the future’ to hear the Unigestion Directs team discuss what it looks like to be able to exit companies in all market environments, using recent examples to illustrate.
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White papersEquity Perspectives: Building a Climate Transition Portfolio
Climate transition investing provides an opportunity to access the growth potential associated with the journey to a lower carbon world. This potential is found both in solution providers (‘enablers’) and those companies seeking to reduce their own carbon footprint (‘mitigators’).
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White papersPrivate Equity Perspectives - The Upside of a Downturn - Secondaries in 2023
After arguably the longest running bull market in history, punctuated only by a brief Covid-induced correction, we are now entering a new era of great uncertainty. The frothiness of 2021 seems a lifetime ago.
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White papersFrom Benjamin Graham to Novy-Marx: What Machine Learning Likes on Quality
“Quality is not an act, it is a habit” – Aristotle.
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White papersThe Role of Fossil Fuels in the Climate Transition
Despite all the measures announced over the past decades to combat climate change, the recent supply shock from the war in Ukraine is a timely reminder to what extent we are still dependent on fossil fuels. While energy efficiency, renewables, fuel switching and carbon capture embody the solutions on the path to decarbonisation, the supply and management of fossil fuels such as oil, gas and nuclear will be key to ensure an orderly energy transition.
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White papersWhen The Wind Blows
In Q2 2022, the private equity market continued to show signs of softening across most metrics. Yet, while investment activity was materially lower in Q2 vs one year ago, overall levels are on par with pre-Covid (2019) investment activity. Notably, since last quarter, the pendulum has swung from North America to Europe, likely related to a catch-up effect after geopolitical uncertainty initially delayed European deal closings in Q1.
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Research ReportPrivate Equity ESG Report
In our latest annual Private Equity ESG Report, we summarise the methodologies and results of our ESG integration and engagement efforts within our private equity business.
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White papersMiViews Q3 2022: Something’s Gotta Give
Recession fears are growing while central banks continue to aggressively tighten to fight inflation. Although major central banks are now well engaged in the normalisation cycle, many are still well behind the curve, especially in developed countries. Although equity and bond markets have already suffered significant losses this year, ...
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White papersIs The End Nigh?
The first half of 2022 ended on a truly sour note for financial markets, with central banks aggressively tightening while economies are weakening. In the past, any sign of a marked slowdown in the developed world would be met and resolved by the (in)famous Greenspan “put”, a quick and convenient fix to calm the markets and revive the economy via lower rates or quantitative easing, or a combination of both.
