PE Tech Report

Macro

Bank of England: Is history repeating itself?

Mike Amey, PIMCO’s head of sterling portfolio management and ESG strategies on the challenges facing the Bank of England… The Bank of England has had to navigate a difficult set of circumstances in its attempts to raise interest rates. As far back as 2014, Governor Mark Carney suggested that rate

Worse to come as sterling falls to eight-year low?

Jaisal Pastakia, Investment Manager at Heartwood Investment Management comments on sterling’s fall to an eight-year low… The single currency’s strength this year is a far cry from the days when investors feared its demise. Year-to-date the euro is up 8 per cent against sterling and 12 per cent against the

Anthony Cowell, KPMG

Conclusion

One of the clearest messages that came out of CAIS 2017 was that the world is changing in innumerable ways that have the capacity to shock and destabilise. One only has to refer recently, to Brexit and the outcome of the US presidential election, to appreciate that uncertainty is the

Lord Michael Hastings, KPMG

Chapter 4 – Inspiring galaxies of greatness

The alternatives industry has a duty to not only defy gravity and deliver strong returns, but to do so in a way that can genuinely change the world for the better, inspiring the next generation of star managers and investors.  Cognisant of its importance, CAIS 2017 focused on philanthropy and

Raoul Pal, The Global Macro Investor

Chapter 2 – Seeking supernovae returns

There was no shortage of idea generation when it came to discussing the various ways alternative fund managers are trying to overcome the gravitational effects of market forces in a bid to boost returns. As markets begin to normalise, fundamental-focused active fund managers are seeing more opportunities to trade both

Brexit marks shift in risk appetite of UK investors

Some 2.21 million investors in the UK are entering the new financial year with a greater risk appetite and seeking fresh investment angles, according to a survey of 1,000 UK investors by IW Capital. Nearly half (44 per cent) of British investors feel Brexit will have a positive impact on their investment strategy, with 22 per cent

Hard Brexit won’t impact cross-border M&A activity with UK targets

Dealmakers are confident that Britain’s decision to leave the single market and head for a “Hard Brexit” won’t impact cross-border M&A activity with UK targets, according to a study carried out by Intralinks. However, the Deal Flow Predictor, which reflects the viewsof 440 global dealmakers, also reveals that the UK Government’s

MPG Jeremy Leach

Malta will be biggest Brexit beneficiary, says MPG

Malta will benefit more than any other financial centre in Europe from Brexit, according to international asset management firm Managing Partners Group (MPG). While Malta offers financial firms wishing to operate in the European Union several benefits, the alternatives all have serious flaws that make them comparatively less attractive, MPG

Events

24 October, 2024 – 8:30 am

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