NEWS

November 8th, 2024

Southeast Allocators Balance AI, Real Estate, and Fixed Income Ahead of Policy Shifts

Markets Group conducted an in-depth survey following our 11th Annual Southeast Institutional Forum, gathering insights from top allocators at Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds. Findings reveal how Southeast investors are navigating an economic landscape influenced by geopolitical tensions, policy shifts, and evolving market dynamics. With a focus on high-yield credit opportunities, real estate debt, and selective AI integration, these investors are strategically positioning to capture growth while managing risks in fixed income and emerging markets ahead of anticipated policy changes.


November 1st, 2024

How Investors in Western Canada Are Strategizing in Real Estate, Credit, and Emerging Markets

Markets Group conducted an in-depth survey following our Western Canada Institutional Forum, capturing insights from top allocators at Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds. Findings reveal how Western Canadian investors are adapting to an evolving economic landscape shaped by government policy changes and liquidity concerns. With a strategic focus on high-yield credit, real estate debt, and infrastructure financing, these investors are navigating opportunities in multi-family housing and industrial real estate while carefully managing risks in fixed income and emerging markets.


October 25th, 2024

From Credit to CRE: Texas Investors Find Opportunities in Evolving Markets and Policy Changes

Markets Group has conducted a comprehensive survey following our 11th Annual Texas Institutional Forum, gathering insights from leading allocators at prominent Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds. The findings reveal how Texas institutional investors are capitalizing on emerging credit and real estate opportunities, stepping in as banks scale back due to tighter regulations. With a focus on direct lending, distressed debt, and specialized strategies, investors are navigating complex markets to secure liquidity and attractive returns amid a questionably volatile economic landscape.


October 22nd, 2024

From the Sidelines: Navigating Opportunity and Innovation at our 7th Private Equity San Francisco forum

Last week, our Private Equity San Francisco 2024 forum brought together over 400 private equity leaders from across the U.S. to explore the latest opportunities and challenges defining the future of private markets. From in-depth discussions on liquidity and secondaries to cutting-edge insights on AI’s role in transforming investment strategies, this was far from your typical PE gathering. It felt more like a deep dive into the strategies and innovations that will shape the industry for years to come.


October 22nd, 2024

NZ Super picks new co-CIOs

The superannuation fund re-structured its investment team following the departure of former CIO Stephen Gilmore to promote 2 of its senior investment professionals.


October 18th, 2024

From Election Investing to Private Equity - Allocator Insights in New England

From election investing to private equity: Markets Group conducted a comprehensive survey of institutional allocators from Public Pension Funds, Endowments, Foundations, and Corporate Pension Funds in New England. The survey aimed to capture their perspectives on key market trends, strategies, and emerging challenges in the current economic environment. This white paper presents the insights gathered, offering a detailed look at how these investors are navigating a rapidly evolving financial landscape.


October 7th, 2024

Callan: Allocators seek buyout value-focused managers as the U.S. population shifts to the south-east and south-west

As retiring baby boomers create more demand, Callan's David Smith dives deep into healthcare, one of the darlings of PE allocations in the current environment. He opens up about sub-sectors and sub-strategies which work well for the allocators and discusses how technology has driven healthcare to its full potential. Catch him talk about manager selection, PE investments and more.