All Investors articles
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White papersCOP29: Show Me the Money!
Islands of agreement cannot disguise a rising sea of disappointment, piling pressure on COP30 to restore a spirit of multilateralism.
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White papersThe Opportunities Across Private Equity’s Current Liquidity Landscape
There are attractive opportunities for experienced liquidity providers in the current private equity market environment.
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White papersBuyouts Secondaries Roundtable: This is Not a Market Moment
In a roundtable discussion conducted by Buyouts, Boriana Karastoyanova evaluates the continued demand for capital solutions in the secondaries market, as both GPs and LPs navigate a shifting market backdrop.
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White papersPrivate Funds CFO Roundtable: The Strategic CFO
In a roundtable discussion conducted by Private Funds CFO, Barry Giarraputo discusses the role of the CFO in driving strategic direction while ensuring that scalable infrastructure is in place to deliver sustainable growth.
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White papersFiscal to the Fore
How the budget battles in France, Germany and even South Korea fit with our fiscally focused investment themes for the year ahead.
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White papersNavigating the Health Care Industry in Trump’s Second Term
As President-elect Donald J. Trump prepares for his second term in office, the health care industry is poised for a period of potential change, despite his relative silence on policy details. In this case, personnel may make a major difference, and, in our view, investors should prepare for a landscape influenced by health care and budgetary appointments. While market volatility is likely, we believe maintaining an emphasis on long-term trends will be essential in navigating an evolving industry landscape. Understanding the implications of regulatory changes and key administrative appointments will likely be important in identifying investment opportunities.
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PodcastConnecting the Dots: CIO 2025 outlook – and why growth’s the elephant in the room
With growth top of the agenda for investors moving into 2025, join M&G Investments’ CIOs for their outlook amid a number of macroeconomic effects at play. They deliberate on growth, the Trump presidency and tariffs given the potential implications for global geopolitics, inflation – and prospective market opportunities.
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White papersEuropean bonds shine ahead of ECB meeting
European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
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White papersInvestment Perspectives 2025 Outlook: No time for complacency
Markets took the key events in 2024 mostly in their stride. Will this relaxed view persist over the next 12-months? CIO’s from across our investment teams discuss the likely events and drivers they believe will shape investor returns over the coming year.
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White papersStewardship: a coming of age
Increased oversight of sustainable investing may help combat greenwashing – but regulators will need to be aware of unintended consequences.
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Video2024 Barings 360° Private Markets Conference
We hosted Barings 360°, our flagship private markets conference, November 18-20, 2024 in Boston. The conference included annual investor meetings, dedicated BDC, Real Estate, and Global Private Finance tracks, as well as thought-provoking breakout sessions on the biggest challenges and opportunities in private markets.
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White papers2024 EMEA Investor Forum
PGIM’s flagship institutional event for EMEA featured PGIM thought leaders, industry experts, and senior investors.
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White papersIn Plain Sight: The Core Plus real estate investment opportunity that every investor should know about
In today’s commercial real estate environment, a new paradigm is reshaping the way BGO is approaching the market. Structural shifts in capital flows, transformative demographic trends, and evolving tenant behaviors are driving waves of change that have further strengthened our resolve and the rationale for Core Plus investing. We are in a higher cost of capital world, not only with interest rates but also with insurance costs and operating environments. Further, secular shifts have changed the way the built environment is utilized globally.
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White papersSmall Caps: To Index or Not to Index
More investors are taking a passive approach to small caps. Should they?
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White papersAn agile approach to credit – amid volatility and uncertainty
As we look ahead to 2025, the forces that drive global credit are rife with mixed signals and extreme valuations. As evidenced over the last year, an unconstrained approach to credit investing can utilise a tactical approach, which has the potential to generate alpha amid dynamic market conditions.
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White papersBeyond paper gains: the rising prominence of DPI and its focus on real returns
The private equity industry is undergoing a mindset shift with regards to returns. As traditional exit routes remain gridlocked and liquidity scarce, investors unable to turn portfolio returns into cash are rethinking what successful private equity performance looks like.
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White papersA new frontier for stewardship
Stewardship has evolved significantly since EOS at Federated Hermes Limited began in 2004, maturing into an industry with many more participants, all seeking to drive real-world outcomes. But this has also brought fresh challenges. Amy D’Eugenio reflects on this changing backdrop and looks ahead to the next 20 years.
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People NewsFlorian Grassl Joins The Investment Management Team At Dea Capital Real Estate Germany
Pan-European investment management company DeA Capital Real Estate is expanding its team in Germany and has now added experienced real estate specialist Florian Grassl as its Director of Investment Management. Florian Grassl’s experience at German and international real estate companies will help him broaden the company’s pan-European strategy, and he will be responsible for expanding DeA Capital Real Estate’s portfolio in Germany.
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White papersOutlook 2025-2027: Attention to health care real estate
Attention health care real estate! The asset class is moving up the political agenda and attention to new care facilities is growing. Supply and demand prices are becoming more balanced, while institutional investors’ interest in sustainable real estate continues to grow. In the Outlook 2025-2027, Achmea Real Estate is therefore optimistic about investments in health care real estate.
