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Equities

France’s FRR prepares to ramp up equity

The French SWF, FRR, is preparing to invest more in equities and illiquid assets as important reforms extend its time horizon. With the coronavirus crisis delaying the asset allocation decisions the fund is operating in an "intermediate context", slowly shifting out of bonds and into equities.
Private Equity

Retail investors eye private equity

The efforts to open private markets to retail investors will continue and appear to be progressing. The potential scale of capital is both a blessing and a curse to those who absorb it. The private equity market is already bifurcating, when the retail capital arrives, much of it will likely be deployed into the deep end of the market, with the ultimate result likely being public returns earned privately.
Private Equity

Revolutionising private market reporting

Nearly 10 years ago Lorelei Graye was part of the team at South Carolina that pushed for private market reporting transparency. That experience has motivated her to be a part of the solution in heading up the ADS Initiative to develop global data standards for private capital. We look at the journey to get there.
Equities

Emerging markets vulnerable

Investors have pulled $83 billion from emerging markets since the beginning of the COVID-19 crisis, the largest capital outflow ever recorded, and the IMF and the World Bank are calling on G20 countries to show relief in dealing with their emerging market counterparts.
Credit

Coronavirus could trigger credit crisis

A former adviser to the US Federal Reserve, Danielle DiMartino Booth, said increased volatility in bonds and turmoil in the money markets from the outbreak of the coronavirus could signal a looming credit event despite the Fed’s latest bid to inject liquidity into the system.
Equities

Time for a coordinated approach

The US Federal Reserve has fired its last round of ammunition, cutting interest rates to zero, in a move that continues to see it play from the monetary policy songbook. Some market commentators doubt whether it will be enough to prop up markets, raising the question of whether it is finally time for a more coordinated fiscal and monetary policy approach.
Equities

Former Trump adviser: recession coming

Kevin Hassett, the former economic adviser to US president Donald Trump, has warned that the chance of the global economy falling into a deep recession from the coronavirus outbreak was “pretty close to 100 per cent.”
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