Fri, May 29, 2020
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
New Managers November 2018

MARKETING CHALLENGE: Diane Harrison: Eyes on the (alternative) prizeOPALESQUE'S

 

We've reached that time of the year again, when prognosticators are producing all manner of publications centering on how the 2019 investment landscape will likely take shape. Robeco issued a white paper in October, 'Turbulence Ahead: Investment Outlook 2019,' in which they state '... next year we expect the markets to have two faces. The bright economic picture is expected to be overshadowed by concerns that this long bull market will soon end; think rising interest rates, protectionism, Italy, Brexit. Investors would be well-advised to prepare for these concerns becoming reality. '

On one hand, investors are energized by the stock market's strong moves over 2018, but concerned over the growing likelihood of higher interest rates, tariff impacts, and other hallmarks of a busier market scene. In alternatives, 2019 is likely to provide opportunities to reinforce the value add of the sector during a more volatile market. Preqin's October 2018 survey report, 'A Portfolio of the Future' compiled data which suggests that 84% of investors plan to increase their allocation to alternatives over the next five years. Their chart below illustrates just where investors are most interested in allocating their alternatives choices in the coming years: namely into private equity, private debt, real estate, and infrastructure.

As investors plan to ramp up their overall commitment to alternative investments in the coming years, several segments or themes appear to take prominence in their view. The private equity and debt, hedge funds and infrastructure seem to be of most interest to investors for a variety of reasons centered primarily on the twin tenants of diversification and non correlated return characteristics. While overall, alternatives are destined to garner more attention from investors as a whole in 2019 and beyond, let's take a closer look at some alternative themes that seem likely to play a greater-or lesser-role in......................

To view our full article please login

This article was published in Opalesque's New Managers a top-down monthly analysis, news and research publication on the global emerging manager space.
New Managers
New Managers
New Managers

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. Tiger Global tops the list US-based venture capital market[more]

    Laxman Pai, Opalesque Asia: Tiger Global Management holds on to its position as market-leader in US-based venture capital, said a study. According to Preqin, the closure of tech-focused Tiger Global Private Investment Partners XII in January means the New York-based firm has raised more than

  2. Investing: Singer bets on Europe, emerging markets, Britain's unhealthy appetite for financial risk in essential services, How Stan Druckenmiller shook up his portfolio[more]

    Singer bets on Europe, emerging markets From Investment Magazine: William Blair's Brian Singer is looking to invest in Europe and the emerging markets as the recovery from the global economic shutdown to contain the pandemic will likely take longer than what the market has priced in.

  3. PE/VC: How Covid-19 could reshape private equity fundraising, The private equity bet that coronavirus cut short[more]

    How Covid-19 could reshape private equity fundraising From Asian Investor: The pandemic looks may have led to greater use of remote capital-raising but might it also encourage investors to establish more overseas offices? The coronavirus outbreak has inevitably hit the amount of mo

  4. Investing: Millennium hedge fund ups bet against Bank of Ireland, Value rotation was the last thing big funds thought would happen, Al Gore's firm sold Amazon and Microsoft stock. Here's what it bought.[more]

    Millennium hedge fund ups bet against Bank of Ireland From Independent: US hedge fund Millennium International Management has raised its bet against Bank of Ireland's shares. It comes as Davy says 2020 will be a write-off for banks, with losses across Irish lenders of €4bn. M

  5. PE/VC: Private equity in the Covid-19 crisis, Carlyle's Africa dealmakers leave to start their own buyout firm, UK asset managers plan shift to off-market strategies including private equity[more]

    Private equity in the Covid-19 crisis From Morning Star: Private equity investment trusts invest in unquoted companies not yet listed on the stock market. How have they fared in the sell-off? Investment trusts have been caught up in the market turmoil of recent months and private equit