The importance of having robust data on the numbers of women working across the whole private equity industry was recognised when Level 20 was first established. During the period 2017 – 2019, three separate studies were undertaken to survey the
The current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fueled a surge in IPO listings. It is perhaps unsurprising that this exuberance, especially when combined with inordinate liquidity, record levels of VC activity and multiple fundraising rounds,
Global equities extended their 2019 gains into the second quarter, but with substantial volatility. Trade tensions — re-ignited by the threat of tariffs on essentially all US imports from China, the US government’s designation of Chinese telecommunications giant Huawei as
WEEKLY MARKET OUTLOOK The release of second quarter corporate earnings is moving into full gear and investors are not entirely happy with the results. In addition to stumbling share prices, the latest jump in the implied probabilities of a lower
Een belangrijk onderdeel van het beleggingsproces bij institutionele en in toenemende mate ook high net worth individuals is het bepalen van de benchmark. In verschillende opzichten is de keuze van de benchmark belangrijk. De benchmark zal goed moeten aansluiten bij
Een belangrijk onderdeel van het beleggingsproces bij institutionele en in toenemende mate ook high net worth individuals is het bepalen van de benchmark. In verschillende opzichten is de keuze van de benchmark belangrijk. De benchmark zal goed moeten aansluiten bij
Factor investing has never been as popular as it is today. However, with the propagation of this type of investment approach, the equity space is becoming increasingly saturated with more and more factors that are ever more removed from academically-grounded
Protiviti’s Review of Corporate Governance In the world of the chief audit executive (CAE), stakeholders are looking for deeper insights and value. It’s a world of rapid change on economic, geopolitical, technological, social and other fronts in which the organization
After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can be struck, we believe
KEY POINTS We believe: – Economic development is generating four forces of structural change across emerging markets (EMs): greater inclusiveness, enhanced productivity, improved living standards and better sustainability. – Countries that make progress towards economic development offer more fertile environments for
Executive Summary The growing interest in private equity means that allocators must carefully evaluate its risk and return. The challenge is that modeling private equity is not straightforward due to a lack of good quality data and artificially smooth returns.
We study how the introduction of a central bank-issued digital currency a§ects interest rates, the level of economic activity, and welfare in an environment where both central bank money and private bank deposits are used in exchange. Banks in our
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams. The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. Each quarter we hold
Searching for the Low Carbon Sweet Spot Climate change is recognized as one of the preeminent global risks today — with extreme weather having the potential to compound societal stresses that encompass economic disparity, human migration and interstate conflict. To
Using transparent and replicable estimates of stocks’ effective spread, we compute transaction cost levels and net performance of investable smart beta indices. We show that the extra performance relative to the broad cap-weighted index does not disappear once we account
In this, Bain’s 10th-anniversary Global Private Equity Report, we look fearlessly at the industry’s strengths, its challenges and the evolutionary path that lies ahead. In addition to the critical statistics that characterize PE industry performance, you’ll find our assessment of
In the late stages of long bull markets, a popular question arises: What steps can an investor take to mitigate the impact of the inevitable large equity correction? However, hedging equity portfolios is notoriously difficult and expensive. We analyze the
GIAM Macro & Market Research – Market Commentary As published this morning, China’s GDP growth receded to 6.2% yoy in the second quarter. This number was widely expected by market forecasts (Reuters, Bloomberg) and thus no surprise. However, it marked
Bij ‘’uitlenen van effecten’ leent de eigenaar (uitlener) zijn of haar effecten uit aan een derde (inlener). De uitlener ontvangt hiervoor een vergoeding van de inlener. Bovendien wordt de inlener verplicht een onderpand te reserveren. Dit onderpand – vaak in
The U.S. Treasury yield curve steepened last week. Federal Reserve (Fed) Chairman Powell all but ensured a rate cut in July, and markets reacted strongly to a higher-than-expected inflation reading for June. As a result, yields for maturities of two
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As economic growth is shifting toward the economies within the growth markets, 1 Mercer’s inaugural Growth Markets Asset Allocation Trends: Evolving Landscape takes the pulse of retirement plans in 14 markets across the globe, looking at current positioning and trends
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found. Fundamentals: The growth trajectory of emerging markets remains intact following the recent G20
The scale of the European alternative assets industry itself is quite remarkable. Preqin Pro tracks over 6,300 alternative asset fund managers across Europe (and this figure covers only professional managers of thirdparty capital – i.e. it excludes the many investors
Portfolio Manager John Fujiwara explains how equity and bond views of the U.S. economy are at odds with each other following the Fed’s dovish pivot.
Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL
Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group
2nd Quarter 2019 – Market Review and Outlook -> https://t.co/hrrxSjI1xr #outlook via @pgim
Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest
Women in Private Equity July 2019 -> https://t.co/2M9Q2MOoyS #PrivateEquity
