Dhruv Sharma, Ph.D.’s Post

Unlock $11 trillion in investment data across over 13,000 funds with MSCI’s Private Capital Indexes. Designed to help you navigate complex markets, contextualize your investments, and benchmark your portfolio. ms.spr.ly/9219 • Qualified Data: 100% sourced from Limited Partners (LPs) for unbiased, representative benchmarking. • Timely Updates: Data refreshed 90 days post-quarter end, keeping you aligned with market trends. • Extensive Coverage: Encompasses a wide range of private capital asset classes including private equity, private credit, private real estate, private infrastructure, and private natural resources. Find out more - ms.spr.ly/9219

Private equity is gaining momentum, with 2023 marking a return to double-digit annualized returns. According to recent PitchBook data, global PE funds posted a one-year IRR of 10.5% for 2023, up from 8.5% through Q3 2023 and a significant recovery from the -1.4% dip in 2022. The uptick is expected to continue, as preliminary Q1 2024 results show a positive 2.0% return. Exit activity, a key driver of PE fund performance, exhibited significant YoY growth in the first half of 2024. This increase suggests that the market may be on the path to recovery, signaling a favorable outlook for private equity investors. At R.L. Hulett, we're keeping a close watch on these trends, as the recovery in exit activity and improved returns signal promising developments for the private equity landscape. We're dedicated to leveraging these insights to deliver exceptional value for our clients.

BI's Paul Gulberg notes that after a bumper 2023, private markets have been relatively subdued in 1H24 and will need a 2H volume boost to pull ahead of last year. With global AUM set to grow to $147 trillion in '27 from $115 trillion in '22, the significance of this market remains huge. Keep on top of the details and join our colleague Beata Wijeratne for a masterclass in private market valuations, expressed through the Bloomberg terminal! You can join the webinar by clicking this link - https://lnkd.in/exNCgGy8. In the meantime have a look at alternatives growth from BI's private capital deep dive report below. See you there!

Invesco US shines a light on large-cap value strategies as recent market volatility has refocused attention to help broaden diversification and strengthen participant outcomes. Learn more here: https://hubs.li/Q02x9HTF0

What sets a successful fixed income strategy apart in today’s dynamic environment? Our fund managers, Jamie Niven, Yohanne Levy, and Nicolas Forest, share insights on Candriam’s Total Return Strategy and how it balances downside protection with capitalizing on bond market upturns. 📈 In just 60 seconds, learn how our strategy adapts to different economic contexts and why flexibility in fixed income investments is key to outperformance. Want to know more about credit, rates, and currency trades? Discover how we aim to generate returns above benchmarks with lower volatility, all while maintaining a strong ESG profile. 🔗 Read the full interview: https://lnkd.in/eX37SrqQ ⚠️ This content is intended for the professional investor, who has an appreciation not only of the potential benefits but also of any relevant risks associated with global fixed income strategies. Together we continue #Investing4Tomorrow #FixedIncome #TotalReturn #Candriam #BondMarkets #ESGInvesting #FinancialMarkets #RiskManagement #SustainableFinance

Over the past two years, we have witnessed heightened volatility in the fixed income market. Looking ahead to 2024, bond market volatility is expected to persist driven by ongoing economic and geopolitical uncertainty. Against this backdrop, we welcome Amy Xie Patrick, Head of Income Strategies, Pendal, Myles Bradshaw, Head of Global Aggregate Bonds, J.P. Morgan Asset Management, Isrin Khor, Manager, Fixed Income, Lonsec Research and Ron Mehmet, Portfolio Manager, Lonsec Investment Solutions to the stage to discuss how fixed income markets may present opportunities than can help weather the portfolio in these different economic scenarios. #lonsecsymposium

Just published: our Asset Allocation Insights quarterly report. Support for your investment decision-making with analysis of key drivers in different asset classes and cross-asset comparisons, with implications for asset allocation and portfolio construction. Access it here: https://lnkd.in/gq3Kz6RA

Just published: our Asset Allocation Insights quarterly report. Support for your investment decision-making with analysis of key drivers in different asset classes and cross-asset comparisons, with implications for asset allocation and portfolio construction. Access it here: https://lnkd.in/eGiCFSMt

🤝 [#PrivateDebt] Amundi’s 2024 Capital Market Assumptions outlines the general attractiveness of Real and Alternative Assets compared to listed assets and confirms good opportunities in terms of risk/return profiles. Integrating Real and Alternatives Assets into a portfolio contributes to increase the expected return and reduce the expected volatility. Let's focus on Private Debt: 🔹 Among the top diversifiers 🔹 Should be favored by investors with a moderate risk profile 🔹 In the current environment, it could benefit from its floating rate profile showing a superior risk-return trade-off Find out more ⬇️: https://lnkd.in/eV-UwDsc 

We are excited to announce the launch of MSCI Private Capital Closed-end Fund Indexes. Demand for private capital solutions is growing, and institutional investors need ways to cut through the complexity of private markets and take advantage of new investment opportunities. These 130+ closed-end fund indexes complement the current 80+ MSCI real asset fund and property indexes to provide a comprehensive view of private markets for investors.