M&G hires global head of impact for private markets
Jen Braswell joins M&G from EQT.
Investors seek exposure to long-term structural themes that are less dependent on short-term economic cycles, says Cora Chiu, managing director, head of investment management North Asia, Deutsche Bank – Private Bank.
The world’s largest asset managers will raise $500bn in third-party capital to build “AI factories”.
However, there needs to be greater alignment between product design and investor outcomes, Mischa Bitton, head, alternative investments, wealth solutions, Standard Chartered tells FSA.
Across all alternative asset classes success ultimately hinges on manager selection, explains Jason Ng, alternatives specialist, Asia & Middle East, Julius Baer.
This week FSA compares two infrastructure equity funds: the BNY Mellon Global Infrastructure Income fund and the Morgan Stanley QuantActive Global Infrastructure fund.
Infrastructure equities are seeing a growth inflection not yet recognised by the market, according to James Wigley, portfolio manager at Pictet Asset Management.
Structural drivers underpin demand in global infrastructure and real estate, as equity return assumptions move lower, said Aberdeen Investments.
Private markets are entering a more selective phase, says Aberdeen Investments.
DWS has appointed a former LaSalle IM executive as head of alternatives client coverage for Apac.
Brookfield Infrastructure income fund is available to wholesale investors in Australia’s private wealth market.
The BlackRock Investment Institute also downgraded high yield to neutral and DM government bonds to underweight.
Paul Haegy has been appointed head of infrastructure debt and private placements.
The new private credit vehicle will invest in credit instruments backed by infrastructure assets.
Structurally, private investments are less exposed to the sentiment swings of public indices, says Schroders Capital CIO Nils Rode.
The Pantheon Global Infrastructure Secondaries fund will be domiciled in Luxembourg.
Schroders chief executive Richard Oldfield says he is seeing a shift to an originate to distribute model in private credit.