Authored by Dave Murray I'm privileged to have had a long career in sell-side research - tasked to deliver analyses and views for professional investor clients, preferably with definitive and high conviction conclusions. Human nature, even amongst experienced...
HNW investors have aggressively increased portfolio allocations in favour of private assets over the last 5 years (32% to 44%), funded mostly by reducing public asset allocations. Family offices expect to increase their allocation to alternatives further. There is a...
In public markets, the ability to deliver differentiated and significant value has become eroded over time. Increasing market efficiencies and access to useful, forward-looking information has been massively constrained, through regulation and increased litigation...