StepStone Group’s Post

The perceived macroeconomic weakness and uncertainty faced by Europe has led LPs to shift capital away from Europe. We believe there remains plenty of opportunities to find alpha in Europe. You just have to know where to look. Our private equity team has written a series of papers, each homing in on a segment of the market that we believe offers opportunity for diversification, without compromising on returns. Our second paper of the series covers the "Nordic model" and explains how it's become home to some of the most attractive private equity managers in the world. Read the paper here: https://bit.ly/3vsD7Oa #PrivateEquity #EuropeanPE

There's a lot happening in European markets, making this an interesting time for investors. Our latest insight dives into the factors driving current opportunities in European equities and what makes this region worth a closer look. If you're considering where to allocate your next investment, this is a perspective worth exploring. Read more here: https://lnkd.in/d22KHNuA Oliver Girakhou Mathias Bueeler #EuropeanEquities #InvestmentStrategy #MarketInsights #SustainableInvesting

INVESTMENT OPPORTUNITIES IN PRIVATE MARKETS - What is the one thing investors should look out for in 2024? - Where do you see the biggest area of opportunity today? - What is the next frontier for private markets? Emmanuel Deblanc, Global head of Private Markets at #AllianzGlobalInvestors discusses these questions in the context of the Outlook 2024. More on his Private markets strategy: https://bit.ly/3SDzpKR More on the overall outlook: https://bit.ly/3UjkHcZ #Outlook #2024 #PrivateMarketsStrategy #PrivateMarkets #NavigatingRates #EmbracingDisruption

🔍💡 Exclusive Insights from Our European Equity Outlook 💡🔍 Our strategists are diving deep into the current European Equity landscape, meticulously analyzing its macro implications. They're not just looking at the big picture, but also examining the intricate details, weighing both the potential upsides and downsides to our equity index targets. In this comprehensive review, they're scrutinizing the earnings cycle, shedding light on the current state and future prospects. They're also exploring the valuation dispersion, highlighting the areas of opportunity and caution. Lastly, they're examining concentration risk, ensuring we're well-informed and prepared for any market shifts. ➡️https://so.ge/zgb Stay tuned for more insights. #EquityOutlook #EuropeanMarket #InvestmentInsights Roland Kaloyan Charles de Boissezon Kevin Redureau

Excited to share our latest insights on European equities! 📈💼 🇪🇺 In our latest analysis, we delve into the current market trends, potential opportunities, and key factors driving the European stock market. Whether you're a seasoned investor or just curious about the market, this update is packed with valuable insights. Check it out and let us know your thoughts! #EuropeanEquities #Investing #MarketAnalysis

INVESTMENT OPPORTUNITIES IN PRIVATE MARKETS - What is the one thing investors should look out for in 2024? - Where do you see the biggest area of opportunity today? - What is the next frontier for private markets? Emmanuel Deblanc, Global head of Private Markets at #AllianzGlobalInvestors discusses these questions in the context of the Outlook 2024. More on his Private markets strategy: https://bit.ly/491Jl6i More on the overall outlook: https://bit.ly/3O97YpE #Outlook #2024 #PrivateMarketsStrategy #PrivateMarkets #NavigatingRates #EmbracingDisruption

INVESTMENT OPPORTUNITIES IN PRIVATE MARKETS - What is the one thing investors should look out for in 2024? - Where do you see the biggest area of opportunity today? - What is the next frontier for private markets? Emmanuel Deblanc, Global head of Private Markets at #AllianzGlobalInvestors discusses these questions in the context of the Outlook 2024. More on his Private markets strategy: https://bit.ly/3U67iVu More on the overall outlook: https://bit.ly/3U7laiq #Outlook #2024 #PrivateMarketsStrategy #PrivateMarkets #NavigatingRates #EmbracingDisruption

INVESTMENT OPPORTUNITIES IN PRIVATE MARKETS - What is the one thing investors should look out for in 2024? - Where do you see the biggest area of opportunity today? - What is the next frontier for private markets? Emmanuel Deblanc, Global head of Private Markets at #AllianzGlobalInvestors discusses these questions in the context of the Outlook 2024. More on his Private markets strategy: https://bit.ly/3vNMpUW More on the overall outlook: https://bit.ly/426MFup #Outlook #2024 #PrivateMarketsStrategy #PrivateMarkets #NavigatingRates #EmbracingDisruption

INVESTMENT OPPORTUNITIES IN PRIVATE MARKETS - What is the one thing investors should look out for in 2024? - Where do you see the biggest area of opportunity today? - What is the next frontier for private markets? Emmanuel Deblanc, Global head of Private Markets at #AllianzGlobalInvestors discusses these questions in the context of the Outlook 2024. More on his Private markets strategy: https://bit.ly/48GSscE More on the overall outlook: https://bit.ly/3tXM2a0 #Outlook #2024 #PrivateMarketsStrategy #PrivateMarkets #NavigatingRates #EmbracingDisruption

The prospects for value investing in Europe look promising, argues M&G’s Richard Halle. With a wide valuation gap, he sees some very attractively valued stocks in the overlooked cheaper part of the European market. The value style could also benefit from the emergence of a new unpredictable investment regime that might create more mispriced opportunities and see different stocks perform well compared to those that have led the markets recently. Read more to learn about the value opportunity in European equities. https://ow.ly/V4a950SPbGx Capital at risk