Private equity exit uplifts are falling. Barwon’s analysis of over 300 global PE exits reveals a decline from a long-term median of ~30% uplift to closer to 10% in recent years.
In this new white paper, Bob Liu and Lisa Swanton, Portfolio Managers of the Barwon Global Listed Private Equity Fund, unpack the structural and cyclical factors reshaping valuation dynamics.
Emerging markets (EM) are highly inefficient. Complicated governance structures, evolving macroeconomics and immature institutions result in elevated stock price volatility. This creates significant alpha generation opportunities, as well as challenges, for active investors in EM equity markets.READ MORE
Ashmore’s latest Market Commentary examines how EM debt and equities have behaved during past US easing cycles, and what the recent 25bps Fed cut could mean for investors.READ MORE
A seismic shift is underway in global capital markets. The extreme concentration in US assets, a phenomenon driven by fiscal policies that ballooned the $US international debt to over 26 trillion, is now showing clear signs of peaking. READ MORE
We’re delighted to announce that the Nuveen Churchill Private Credit Income Fund is now available on an additional four industry-leading platforms across the investments, super and pension menus of each:
For more information about the Fund, please get in touch with your key account manager.
We’re delighted to advise that the Barwon Global Listed Private Equity Fund is now available on the MLC Expand platform, across the Super, Pension and Investments streams.
Investing in private market funds offers investors access to unique growth opportunities that are often unavailable through traditional public markets. These funds typically include private equity, private credit, infrastructure, and real assets, which can deliver attractive risk-adjusted returns, portfolio diversification, and reduced correlation to listed equities. By investing in privately held companies or long-term assets, private markets funds – such as the Barwon Global Listed Private Equity Fund – can provide exposure to innovation, operational improvements and value creation strategies over time.
Read more about the Barwon Global Listed Private Equity Fund or contact your key account manager.
Interest in alternative asset classes is intensifying as advisers look to improve the return profiles of client portfolios in an increasingly challenging environment. The universe of non-publicly traded debt and equity comprises a wide array of sectors with unique structures and risk-return profiles.READ MORE
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in funds and its popularity as a growing segment of alternative investments?READ MORE
An investment manager’s analysts should conduct deep research that includes onsite meetings with a company’s senior leadership, customers, suppliers and competitors, and should also evaluate financial statements. All of this information will inform the manager’s fundamental outlooks and earnings models.
For example, Jennison Associate’s global equity team focuses on the magnitude and duration of the long-term growth drivers for each company the portfolio holds. The team is willing to accept short-term stock price volatility as part of the price that needs to be paid for the potential to create significant growth in value over time.
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