This content is from: Portfolio GMO: The Worst Is Yet to Come For Growth Stocks These equities will likely continue to fall until “a full unwinding of the growth bubble occurs,” says Ben Inker. By Hannah Zhang May 25, 2022
This content is from: Portfolio The Bear Market Could Be the Last Best Chance for Active Managers to Prove Their Worth A downturn is when active managers should shine. “We are now entering a period where we can start to test that thesis,” says BCG’s Neil Pardasani. By Hannah Zhang May 25, 2022
This content is from: Portfolio Will a Downturn Give Investors a Cheap Way to Enter Private Equity? Investors in secondary PE stakes often see some “terrific buying opportunities in times of dislocation,” according to Adams Street’s Jeff Diehl. By Hannah Zhang May 23, 2022
This content is from: Portfolio As Global Markets Shudder, Investor Sentiment About China Ranges from Exuberant to Highly Cautious “It’s important to distinguish between what’s happened with Russia and what might happen with China,” said Andy Rothman, chief investment strategist at Matthews International. By Hannah Zhang May 19, 2022
This content is from: Portfolio New Valuation Data Show Private Companies Weathering the Downturn Better Than Public Peers Good and bad companies are being treated the same right now. Being able to discern between the two is where the opportunities are, says EQUIAM’s Ziad Makkawi. By Hannah Zhang May 19, 2022
This content is from: Corner Office These Asset Managers Are the Best ESG Marketers BNP Paribas, Robeco, and Schroders are the most effective communicators when it comes to environmental, social, and governance strategies, according to Peregrine. By Hannah Zhang May 18, 2022
