JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
Category: Alternatives
The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are now trading at steep discounts, but could they be overdue a re-rating as the investment case remains strong.
Franklin Templeton: Time to allocate to listed real estate
Daniel Fitzgerald, portfolio manager at Martin Currie Australia, an affiliate of Franklin Templeton, explains why he favours listed real estate compared with private markets.
KKR closes $6.4bn Asia Pacific Infrastructure Investors II Fund
The fund is the largest pan-regional infrastructure fund to have been raised for Asia Pacific, according to KKR.
PGIM Real Estate: ‘generational opportunity for data centre investment’
Data centres are evolving into a mainstream investment category within property industry, says PGIM Real Estate’s Morgan Laughlin.
Value Partners inks partnership with VSFG for virtual assets in Hong Kong
The Hong Kong-based companies plan to launch a spot bitcoin ETF in Hong Kong later this year.
Blackstone expands private equity business in Singapore
Aravind Krishnan will lead the Southeast Asian Private equity business in Singapore as a managing director, Blackstone Private Equity.
Azalea IM successfully closes PE funds
The Singapore investment manager raised $356m for its co-invest and growth funds.
AllianceBernstein’s Monappa: Allocate more to private credit
Aditya Monappa, explains why now is a good time to allocate to private credit and where the opportunities in private equity exist.
Blackrock expects private markets to grow
Several major factors will lead to higher-quality opportunities emerging across infrastructure, private debt, private equity and real estate in 2024, according to Blackrock.
