Asset Managers' Perspectives
Private debt
Direct lending, middle market offer resilience: NYLIM
There is no doubt that headwinds to economic and market growth are picking up. Globally, supply chain and energy disruptions have contributed to higher inflation and other macroeconomic crunch factors. In the US, the price squeeze is even more threa
Sep 19, 2022 (Gmt+09:00)
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Asset management
Tikehau Capital Korea wins GP license to boost Asian operations
Tikehau Capital, a Paris-headquartered global alternative asset management group, is working hard to expand growth and its operating capacity in Asia...
Sep 01, 2022 (Gmt+09:00)
3 Min read -
Memo from Howard Marks
Conversation at Panmure House
I recently was asked by Patrick Schotanus of Edinburgh Business School to participate in their inaugural symposium on the subject of cognitive econ...
Aug 23, 2022 (Gmt+09:00)
long read -
Private debt
European direct lending offers investment edge: Permira
The direct lending market is garnering investor attention as it has performed well during periods of market volatility. As banks are cautious to tak...
Aug 15, 2022 (Gmt+09:00)
6 Min read -
Asset management
Specialty finance emerging on resiliency, diversification: M&G Investments
As global investors are seeking ways to protect their investment returns in an inflationary, rising rate environment, some asset managers are eyeing ...
Aug 09, 2022 (Gmt+09:00)
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Private equity
Premium OnlyIt's time for individual investors to bet on stocks: Carlyle's David Rubenstein
A lot of stock investors have jumped into the bullish market in recent years. But global inflation and recession appear as threats to investors who...
Aug 08, 2022 (Gmt+09:00)
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Real estate
Japan’s multifamily assets shine amid market volatility: Savills IM
Multifamily assets have been a key investment target due to their resilience amid economic volatility. Japan, with the largest real estate market in ...
Aug 08, 2022 (Gmt+09:00)
7 Min read -
Real estate
Development will outperform in post-COVID era: Principal Real Estate
Real estate is in the global investor spotlight amid skyrocketing inflation. However, not all property sectors or locations will offer the same infla...
Jul 22, 2022 (Gmt+09:00)
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Private debt
Investors may see tough credit cycle in direct lending: TCW Private Credit
As economic uncertainties grow amid rate hikes and inflation, South Korean institutional investors are eyeing direct lending for safer investment and...
Jul 06, 2022 (Gmt+09:00)
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ASK 2022
[ASK 2022] Tailored strategies outperform in European credit market: Arrow Global
As a leading European private credit asset manager, Arrow Global operates its own servicing platforms that most accurately fit Europe. ...
Jun 22, 2022 (Gmt+09:00)
6 Min read -
Real estate
Residential, urban logistics in Europe are attractive: Patrizia
Despite a number of global market uncertainties, there is value in real assets where rental income grows faster than inflation, Mahdi Mokrane, head o...
Jun 21, 2022 (Gmt+09:00)
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Corporate bonds
It's time to bet on high-yield bond funds: Barings
High-yield bonds generally create greater yields than other funds, but low-quality bonds are vulnerable to economic downturns and the firms’ cr...
Jun 09, 2022 (Gmt+09:00)
2 Min read -
Asset management
Private markets embrace wider swath of economy: Partners Group CEO
Private equity is regarded as an alternative asset class while shares of listed companies are known as traditional assets. This classification may no...
Jun 08, 2022 (Gmt+09:00)
3 Min read -
ASK 2022
[ASK 2022] Infrastructure benefits from inflation and population growth: Sera Global
Infrastructure is stronger than ever amid the current macroeconomic risks, and investors will see greater opportunities in the asset c...
Jun 02, 2022 (Gmt+09:00)
3 Min read -
Alternative investments
High conviction in private credit for a global portfolio
It seems as though the list of risks to investors is rising. Supply chain imbalances, higher raw material costs, rising interest rates, labor shortage...
Apr 12, 2022 (Gmt+09:00)
5 Min read -
Alternative investments
Data centers in European core cities are promising, Principal head says
Critical data center hubs have emerged in European major cities with dramatic growth in data consumption, and the facilities are rising as promising ...
Mar 16, 2022 (Gmt+09:00)
7 Min read -
Alternative investments
German urban logistics and light industrial assets promising, DLE says
The pandemic has brought logistical real estate and infrastructure into the spotlight driven by long-term underlying e-commerce trends. It is advanta...
Jan 28, 2022 (Gmt+09:00)
4 Min read -
Private equity
EQT chairman sees technology and services as attractive sectors in Korea
High price tags of target companies can be justified if you understand long-term trends of the industry and have expertise in the sectors, Conni Jons...
Dec 15, 2021 (Gmt+09:00)
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Alternative investments
Global cities with young elites will survive in long term, RXR chairman says
Now it is time to invest in e-commerce, healthcare and multifamily housing, or the so-called three megatrends, which have increased in demand during ...
Nov 26, 2021 (Gmt+09:00)
3 Min read -
Ares Management
LP Only[ASK 2021] The Growing Opportunity of Sports, Media and Entertainment in Alternatives
The Growing Opportunity of Sports, Media and Entertainment in Alternatives Why is this industry attractive and where are you seeing i...
Nov 04, 2021 (Gmt+09:00)
1 Min read -
Ares Management
LP Only[ASK 2021] Blending US Core & Non-Core Investments to Capitalize on the High Conviction Industrial Sector
Blending Core & Non-Core Investments to Capitalize on the High Conviction Industrial Sector What is the current outlook and what a...
Nov 04, 2021 (Gmt+09:00)
1 Min read -
BNP Paribas Asset Management
LP Only[ASK 2021] Infra Debt Key Market Trends in a Post-Covid Environment
Infra Debt Key Market Trends in a Post-Covid Environment Climate impact investing and digital infra Benefits of integrating ESG in inf...
Nov 04, 2021 (Gmt+09:00)
2 Min read -
CAPZA
LP Only[ASK 2021] The European Private Debt Market: Tips and Guidance
Created in 2004, CAPZA is an established European private investment platform offering custom made financing solutions to small and mid...
Nov 04, 2021 (Gmt+09:00)
1 Min read -
Actis
LP Only[ASK 2021] The Investment Case for Asia Real Estate
Actis is a leading global investor in sustainable infrastructure. Actis has raised US $24bn since inception and operates with sustainab...
Nov 04, 2021 (Gmt+09:00)
1 Min read -
BentallGreenOak
LP Only[ASK 2021] Japan - What Does the Current Investing Environment Look Like?
Japan: What Does the Current Investing Environment Look Like? Summary of Japan Real Estate “Work-from-Home” Trends and pr...
Nov 03, 2021 (Gmt+09:00)
1 Min read -
Oaktree Capital Management
LP Only[ASK 2021] Embracing ESG: The Challenge for Multi-Asset Managers
Embracing ESG: The Challenge for Multi-Asset Managers Discuss the complexities firms encounter when addressing ESG globally and across...
Nov 03, 2021 (Gmt+09:00)
1 Min read -
Monroe Capital
LP Only[ASK2021] Middle Market Direct Lending & Market Outlook
Monroe Capital LLC (“Monroe”) is a premier boutique asset management firm specializing in private credit markets across var...
Nov 03, 2021 (Gmt+09:00)
1 Min read -
Mergers & Acquisitions
LP Only[ASK 2021] Real Estate Debt Investing in 2022
Real Estate Debt Investing in 2022 Lessons Learnt, Opportunities and Key Risk Considerations M&G Investments is a global asset ...
Nov 03, 2021 (Gmt+09:00)
1 Min read -
Crestline Investors
LP Only[ASK 2021] Opportunistic Strategies in Private Credit & Snapshot Examples
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, USA, is an institutional alternative investment management f...
Nov 03, 2021 (Gmt+09:00)
1 Min read -
CapMan Infra
LP Only[ASK 2021] Attractive Opportunity to Invest in Sustainable Nordic Infrastructure
CapMan is a leading Nordic private asset expert with an active approach to value creation. As one of the Nordic private equity pioneers...
Nov 03, 2021 (Gmt+09:00)
1 Min read
Hidden Champions
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DCM
Published: Dec 09, 2022
Last updated: Jan 30, 2023
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Point Mobile
Published: Sep 14, 2021
Last updated: May 10, 2022
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Jong Ie Nara
Published: May 26, 2021
Last updated: Apr 15, 2022
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3G Technologies
Published: Sep 25, 2020
Last updated: Jul 06, 2021
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T-Robotics
Published: Mar 25, 2021
Last updated: Jan 30, 2023
Future Unicorns
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