This content is from: Portfolio China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets “Some of the demonstrations and unhappiness is what comes along with economies maturing,” says Eastspring’s Andrew Cormie. By Hannah Zhang January 27, 2023
This content is from: Portfolio Middle-Market PE Managers Had a Bad 2022 — But They Still Believe They Can Get Deals Done “Dealmakers are looking to gain an upper hand in today’s debt-constricted market through any means possible,” says Katten’s Christopher Atkinson. By Hannah Zhang January 26, 2023
This content is from: Portfolio Jeremy Grantham Warns of an ‘Unexpectedly Dire’ Final Phase of the Downturn Longer term, GMO’s Grantham argues that the declining population, raw material shortages, and climate change are the biggest challenges for investors. By Hannah Zhang January 24, 2023
This content is from: Portfolio Investors Are Using the Secondary Market to Fix Their PE Portfolios About half of investors were estimated to be first-time sellers last year, says Jefferies. By Hannah Zhang January 23, 2023
This content is from: Portfolio ‘Factor Investing Is Finally Back’ Since most premiums are cheap today, Research Affliates’ Rob Arnott suggests investors take a multi-factor approach. By Hannah Zhang January 20, 2023
This content is from: Corner Office PE Firms Remain (Surprisingly) Bullish on Their Talent The biggest challenge has been attracting and keeping junior-level employees with less than three years of experience. By Hannah Zhang January 18, 2023
