The Respectful Activist Equities, Private & Alternative Markets Activism doesn’t have to be confrontational. Instead, acting as a trusted adviser to companies often achieves a more lasting re-rating of the share price, Tanarra’s Vidhur Rangaswamy says. Read More
JANA Appoints Department Heads Factors, Quant & Systematic, Private & Alternative Markets JANA has appointed five new Heads of Department, including external hire Chris Worthington as Head of Quantitative Analysis & Risk. Read More
AustralianSuper to Triple Private Credit Assets Asset Owners, Fixed Income & Credit, Private & Alternative Markets AustralianSuper is planning to triple its private credit holdings across Australia, Europe and the United States in the next three years. Florence Chong speaks with Nick Ward to get a sense of the opportunities. Read More
European Private Credit in the Pandemic Fixed Income & Credit, Private & Alternative Markets Private credit has been growing quickly in Europe in recent years, so much so that asset consultants treat it now as a core allocation in multi-asset portfolios. But did the coronavirus pandemic throw a spanner in the works for the sector? We speak to Pemberton’s Managing Partner Symon Drake-Brockman to find out. Read More
Aviva Sees Renaissance of Convertible Bonds Fixed Income & Credit, Private & Alternative Markets Convertible bond issuance reached record levels after markets recovered from the shock of the pandemic. We speak to Aviva’s Rico Pedrett about opportunities in the market and the impact of Your Future, Your Super on the asset class. Read More
‘No Bubble in Crypto’ Private & Alternative Markets Digital asset investors don’t believe cryptocurrencies are in a bubble, but they acknowledge Bitcoin’s largest growth is behind it. Read More
ESG Works Differently in Private Equity ESG, Private & Alternative Markets How do you apply ESG to a portfolio without assets? That is a dilemma that investors in private equity face. We speak to LGT Capital Partners’ Tycho Sneyers about the key aspects of ESG implementation in private equity. Read More
Growth of European Private Credit Fixed Income & Credit, Private & Alternative Markets, Webinars The global private credit market is broad and deep, but there are regional differences between the various private credit markets. We delve into the unique characteristics of the European private credit market and assess how the pandemic has affected the sector, Read More
Future Fund Ups Private Equity Asset Owners, Private & Alternative Markets, Women in Finance Private equity is set to benefit from the Future Fund’s most comprehensive investment review since its beginning. We speak with Alicia Gregory about the private equity strategy going forward. Read More