Several major factors will lead to higher-quality opportunities emerging across infrastructure, private debt, private equity and real estate in 2024, according to Blackrock.
Category: Alternatives
JPMAM partners with iCapital in Australia
The collaboration aims to expand the sale of alternative investments to wholesale investors in Australia.
Jupiter advocates an absolute return strategy
A market neutral approach can generate uncorrelated returns and reduce portfolio risk, according to Jupiter Asset Management’s Amadeo Alentorn.
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes.
Semi-liquid private credit strategies in Asia are feasible: Muzinich
Andrew Tan, Asia Pacific CEO at Muzinich & Co, explains what it would take to launch a standalone semiliquid private credit fund in Asia.
Apac real estate investment is under pressure despite economic recovery, report finds
Japan is an exception, where funds say it is the only Apac market where deals can be underwritten on a conventional basis.
Investors need more diversity in real estate access
A range of approaches to getting real estate exposure will help mitigate downside risks, says new CBRE research.
Nimble investing steers Franklin Templeton to alts
A slightly more stable yet still uncertain outlook calls for agility to find new opportunities.
Real estate cracks don’t erode China’s longer-term investment case
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors discusses the impact of difficulties in China’s property sector.