The assets under management (AUM) of Europe-domiciled funds that include “absolute return” in their name declined by EUR6.1 billion (USD6.6 billion) during the first seven months of 2023, reinforcing suggestions that the strategy is in an ongoing decline, according to research from Cerulli Associates.
Cerulli Associates’ Boston team writes that private debt has become an essential complement to private equity. Its rapid and continued growth demonstrates its appeal and value-add as a source of funding for issuers and yield for investors.
Preqin has published its Infrastructure Q2 2023 report which finds that infrastructure assets have performed well, while the fund raising market is slowing.
Real estate and life settlements are the alternative asset classes set to benefit the most as professional investors review allocations, according to new research from Managing Partners Group, the international asset management group.
With the Bank of England (BoE) discussing the creation of a ‘digital pound’, a new survey released by CFA Institute, the global association of investment professionals, has found limited understanding of and support for Central Bank Digital Currencies (CBDCs) within the investment industry.
Morningstar Indexes has conducted a survey of significant asset owners, with Thomas Kuh, Head of ESG Strategy for Morningstar Indexes, commenting on the investment insights that can be drawn from the findings. The survey revealed that the ongoing political campaign in the US to ‘cancel’ ESG investment approaches is among the issues on the minds of asset owners.
PwC Luxembourg has released the fourth edition of the ESG Mutual Funds Poster showcasing ESG growth trends for the 2022 calendar year.
A new asset owner survey conducted by the independent global investment consultancy, bfinance, has found that investors across the globe are grappling with cost management challenges amid persistent inflation, heightened ESG requirements and regulatory burdens. The Investors’ Costs and Fees report, dated July 2023, features data from nearly 200 asset owners (including pension funds, insurers, and endowments) in 22 countries.
According to Morningstar Equity’s research report, investors need to approach the clean energy transition with a risk/reward mentality. Morningstar’s Clean Energy Transition report focuses on electricity supply and demand in the United States and examines the oil and gas industry, the rise of electric vehicles, and lithium demand growth. The report also offers Morningstar’s top picks from the utilities, energy, and basic materials sectors for investors.
Cerulli Associates writes that interest in onboarding alternative investments is growing among Asian distributors as they seek to promote these strategies to wealthy investors, who have increasingly warmed up to the asset class amid volatility in public markets.
