Sun, Jul 3, 2022
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Outlook for real assets looks more bullish: 71 funds raised $81.7bn YTD

Monday, November 29, 2021

Laxman Pai, Opalesque Asia:

The outlook for real assets is more bullish than it has been in years with 71 funds raising a combined $81.7 billion YTD, said a study.

According to a PitchBook report, fundraising this year till 3Q has been notably dominated by a smaller number of large infrastructure funds from Copenhagen Infrastructure Partners, Macquarie Asset Management, BlackRock, KKR, and EQT.

"This is partially because infrastructure funds, which tend to be larger by necessity, are receiving more LP demand than oil & gas and other real assets funds," the report said.

Concerns that the current inflationary environment may endure are prompting many LPs to look to real assets funds as an inflation hedge in their portfolios. Infrastructure managers continue to attract capital by delivering reliable fund returns in the region of 10%.

At the same time, natural resources and oil & gas funds may be approaching a significant turning point as commodity prices soar. The real question is: How long will the bull run last, and will it be enough to entice both GPs and LPs back into strategies that have underperformed for so long?

Although the fundraising figures through Q3 2021 are less stunning than those of other strategies such as private equity (PE) and venture capital (VC), the outlook for the real assets space looks more bullish than it has in years.

On the one hand, infrastructure funds have posted reliable returns in the region of 10% for years du......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Alts managers sitting on over $2.5tn+ of dry powder[more]

    Laxman Pai, Opalesque Asia: In the current rising interest rate environment, investment activity in the private markets has continued to grow, revealed a study. "With alts managers sitting on over $2.5T+ of dry powder and continuing to enjoy premium valuations and interest rates on a prec

  2. Opalesque Exclusive: Hong Kong manager expects additional tailwind in Asian markets[more]

    B. G., Opalesque Geneva: The Asia equity markets have not been at their best so far this year, with the MSCI Asia index down almost 13% YTD, but many managers remain buoyant about the region, as in

  3. The Big Picture: With the war, E, S, and G have collectively moved back to the fore[more]

    B. G., Opalesque Geneva: In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, offers his observations on the major macro themes expected to affect the comm

  4. Other Voices: The selloff is overdone[more]

    Authored by Heeten Doshi, founder of Doshi Capital Management. Anyone who is still bearish and calling for more downside is foolish. The selloff is overdone. To point to further declines from here is poor risk management. With the Nasdaq 100 down 22% and S&P 500 down 13% for the year

  5. Other Voices: ESG exuberance is at all-time highs. But will investors buy?[more]

    As investors increase their focus on mission-based investing, they continue to grapple with ESG and what it means to them. By David Shalom, Director of Capital Introductions at Pershing Innovation. New investment solutions. That's how managers deliver value and attract new inve