In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Is the gap closing between US equity returns and the rest of the world’s?
Is China still the wildcard in domestic equity markets?
How to enhance portfolio returns while limiting investment costs
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
Characteristics and Implementation Considerations for Private Equity
In today’s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.