SIG is increasing its weighting to equities against a background of almost universal investor pessimism, according to the firm’s latest monthly asset allocation report. In his monthly note, SIG CIO James Millard says, “investors remain very overweight cash” but “we are considerably more optimistic on the outlook for markets than
Global investors have started 2012 with a reawakened sense of optimism towards the global economy and greater appetite for risk, according to the BofA Merrill Lynch Survey of Fund Managers for January. The global survey of 214 institutional investors shows far fewer predicting a global slowdown. Only a net 3
John Redwood, chairman of Evercore Pan-Asset’s investment committee, looks at what the coming year could hold for the UK economy… There has been plenty to worry about in recent months in the UK. Many investors and commentators have told us how much damage a Eurozone collapse could do the fragile
Current valuations in China provide a great entry point for investors, says Andreas Roemer, head of emerging markets, DWS Investments… China’s investment potential looks set to remain strong in 2012, benefiting from the same forces that drove asset markets in the US and Europe in the 1990s and 2000s. Excluding
AXA Private Equity, is predicting an increase in the role of unitranche financing for companies seeking to finance growth as the European economic turbulence continues. By blending the entire debt financing piece into one single tranche – combining the senior and subordinated debt – companies have greater access to the
At the end of December, HarbourVest Global Private Equity (HVPE) recorded its highest Net Asset Value level for four years, with NAV reaching USD937.7 million, or USD11.34 per share, a 3.0% (USD0.33) increase from 30 November (USD11.01) and a 10.7% increase for the eleven months to 31 December 2011. December’s NAV increase
Baronsmead is aiming to raise approximately GBP4.135 million through offers for subscription to each of its four VCTs – Baronsmead VCT plc, Baronsmead VCT 2 plc, Baronsmead VCT 3 plc and Baronsmead VCT 4 plc – before expenses, this being the Sterling equivalent of just under EUR5 million for each
SteelPath Advisors has launched the SteelPath MLP & Infrastructure Debt Fund and the SteelPath MLP Alpha Plus Fund. These funds are actively managed by Gabriel Hammond, Stuart Cartner, and Brian Watson and provide a simple solution to access MLPs without the complexities of K-1s and Unrelated Business Taxable Income (UBTI).
Emily Benson, Director at financial advisory firm Kinetic Partners, on the Treasury Select Committee’s report on the role of the new Financial Conduct Authority… Today’s report on the role of the new Financial Conduct Authority (FCA) indicates the intention to build something genuinely new and better, and the determination of
The UK has reinforced its position as the preeminent market for private equity investment in Europe, with activity in its lower mid-market having continued its strong recovery in 2011 to pre-recession levels of almost 100 deals. In the face of notable macro-economic challenges, the segment’s robustness was highlighted as UK
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