Krugman Insights’ Post

UBS AM impact investing chief departs ➡ as Credit Suisse integration progresses. UBS Asset Management head of impact investing Narina Mnatsakanian has left the firm after just over a year, following the bank’s merger with former rival Credit Suisse. Check out Eve Maddock-Jones's latest article 👇 https://incm.pub/4b2gOOi #investing #assetmanagement #wealthmanagement #finance

Glimpses from the Zurich Equities Masterclass lunch event at the Widder Hotel on June 19, 2024. Special thanks to all delegates, partners and our guest speaker Philipp Lienhardt for the insightful & engaging session. We’d also like to thank Chisato Haganuma and Richard Adams for their compelling presentations. MUFG Asset Management (UK) American Century Investments Please visit www.ddqinvest.com or get in touch with us at marketing@ddqinvest.com if you would like any more information regarding the presentations or future DDQ Invest events. #assetallocation #equities #assetclass

🚨 In Case You Missed It: The World's Largest Alternative Asset Manager, Blackstone, Believes The Private Credit Market Could Surge 20x To $25 TRILLION 🤯 Speaking to Bloomberg, Blackstone's CIO outlined 3 'generational' trends driving this growth: 1) Higher base rates, equity like returns with credit risk. 2) The secular shift from banks to private credit providers. 3) The proliferation of strategies to access the private credit opportunity. To put this into perspective, the private credit market today is only $1.7 trillion today. But if you think $25 trillion is a big number. Apollo Global Management, Inc. views the private credit opportunity at $40 trillion, with the majority being investment-grade. The growth of the private credit market is likely to be an extremely hot theme over the coming decades. Exponential. #money #investments #privatecredit #debt #business #growthhacking #growthcapital

📜 A report issued in December by Bain & Company and J.P. Morgan executives recognized the impact that #tokenization can have in bringing alternative investments (such as private equity, private credit, real estate, and hedge funds) to individual #investors . It states that implementing these technologies can be a $400 billion opportunity for players in the ecosystem. #tokenization #defi #investmentopportunity #rwa #liquidity #investmentstrategy #blockchaininnovation #innovation

ANZ Private’s CIO, Lakshman Anantakrishnan, sat down with Blackstone’s Global Head of Multi-Asset Investing, Joe Dowling and the Australian Financial Review to discuss the increasing global uncertainty, the potential for heightened market volatility stemming from macroeconomic factors such as interest rate gyrations, and geopolitical shocks impacting global trade and commodity prices. We are navigating this challenging environment and aim to achieve superior returns for our clients beyond what is typically on offer from traditional equity and fixed income investments. Please get in contact if you’d like to know more. #anzprivate #blackstone #graphenefund #multiassets #absolutereturn

Private Equity adds diversification to an investor’s portfolio due to it’s low correlation to other asset classes. Investors can also expect to achieve more consistent returns across different economic cycles. Hui Qing Chua shared with Danny Lee and myself about Neuberger Berman's Private Equity fund which allows Individual Investors access to a diversified Private Equity portfolio. Some of the key benefits that stand out for us are: - Professionally managed portfolio - Diversified with no lean towards regions or sectors - Monthly Liquidity Investing with Voda Branch #PrivateWealth #PrivateEquity #Diversification #AlternativeInvesting

Mizuho Investment & Corporate Banking and Greenhill & Co. experts Josh Weismer, Justin Bozonelis and Douglas Jackson offered their thoughts on the outlook for monetization strategies in equity and private capital markets, M&A and more during Mizuho’s inaugural Growth Conference. Open windows in the IPO market followed by renewed interest in the private market are creating fertile ground for more investment. Megadeals in energy and healthcare have driven M&A volume so far in 2024, but headwinds continue to persist for the remainder of the year, highlighting the importance of creative financing strategies and structural considerations designed to bridge valuation gaps. For more information, click here: https://lnkd.in/emG9U9md #thisismizuho #privatecapital #mergersandacquisitions #IPO

Did you know small cap valuations relative to large cap are near all-time lows? Read our Emerging Opportunity Fund (OSTGX) shareholder letter to find out why our team thinks this is a very good sign for their market. https://hubs.la/Q02vy7rZ0 #investing #smallcap #growth #mutualfunds

Invesco Ltd.'s UK equities unit undergoes 'evolution not revolution' in merger with European team. Martin Walker. Oliver Collin. Invesco’s UK equity team is undergoing a period of “evolution not revolution” as it merges with the existing European team. Check out Eve Maddock-Jones' latest article 👇 https://incm.pub/3zZqlJa #investing #assetmanagement #wealthmanagement #finance

In the dynamic world of private equity, continuation funds have become a crucial tool for tackling liquidity issues and enhancing value creation. With traditional exit strategies like IPOs and M&A transactions encountering more hurdles, private equity firms are increasingly relying on continuation funds to prolong the lifespan of their investments, offer liquidity to LPs, and optimize portfolio management. Houlihan Capital shares a closer look at the key market trends shaping this space. To continue reading, please click here: https://lnkd.in/g7yuYHp5 Contact Managing Director, Ted Frecka, CFA, CVA (tfrecka@houlihancapital.com), to learn more about how our independent valuation and fairness opinion services can enhance your financial and strategic decision-making. ___________ #ContinuationFunds #PrivateEquity #HoulihanCapital #Valuation #ValuationProvider #ValuationCompliance #PE #PrivateEquityFunds #MergersandAcquisitions #ExitStrategies #PELiquidityIssues