Private assets continue to attract capital as investors seek better returns. While private markets can continue to deliver, they will increasingly rely on hard-to-access areas and specialist skills, says Georg Wunderlin, global head of private assets at Schroders.
Delhi's efforts to lure sovereign capital are paying off despite the Covid crisis, while Singapore funds GIC and Temasek lead investment into China, finds Global SWF’s first annual report.
Some insurance executives are increasingly worried about the risks of fast-growing private asset exposure, while others are calling for looser capital rules around such investments.
The Philippine insurer has also raised its cash holdings amid fears of a lingering impact from Covid on the local economy and stock market, says chief investment officer Arleen Guevara.
The US state's biggest retirement fund has nearly trebled its target allocation to private credit and is adding private equity and real assets too. It is also eyeing other ways to boost returns.
Effective use of data can help asset owners improve returns, reduce costs and gain an edge when bidding for assets – even helping to undercut rivals, as one sovereign fund has shown.