Private credit might be less attractive than it was last year as investors rush into the market, but there are sweet spots to be found.
The festival of lights signifies a new year of luck and prosperity. Among other things, it recalls a story in the Ramayana of how Rama returned from a long period in exile, his path through the darkness marked by the people of Ayodha with candles, so that he could defeat the demon Ravana. Diwali therefore represents a return to faith and goodwill after a period of evil.
Regulators keep their eyes open on tightening insurance industry by introducing more detailed risk management requirements, which could bring pressure on smaller players.
China and India are more obvious choices for AustralianSuper to consider in Asia Pacific, but the super fund currently lacks the expertise and prefers to stick to the US and Europe.
CDPQ's Ivanhoe Cambridge hires ex-GIC real estate expert; NZ Super adds board member; Future Fund appoints chief people officer; BlackRock real estate CIO joins Singapore's Capitaland; AMP Capital hires MD for energy; Northern Trust AM names new CIO; T Rowe Price hires AU and NZ institutional head; Nuveen hires Southeast Asia institutional head; Citi names sustainability head in Singapore; and more
Investors are increasingly turning to private companies and private debt in their hunt for ESG alpha, but the age-old problem of transparency and due diligence remains