Navigating Macro Regime Shifts and Inflation Surprises

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In our recent webinar, Guilhem Savry, Head of Global Macro & Dynamic Asset Allocation, and Salman Baig, Portfolio Manager, discussed the Global Macro Strategy and outlined their expectations for the economy and markets in the months ahead.

Navigating Macro Regime Shifts and Inflation Surprises

By

In our recent webinar, Guilhem Savry, Head of Global Macro & Dynamic Asset Allocation, and Salman Baig, Portfolio Manager, discussed the Global Macro Strategy and outlined their expectations for the economy and markets in the months ahead.

MiViews LIVE – Inflation: transient or durable?

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Watch Florian Ielpo, Head of Macroeconomic Research, and Salman Baig, Portfolio Manager in our Cross Asset Solutions (CAS) team, discuss the implications of higher inflation and interest rates, and how investors should be positioned.

Hunting for 2x / 25% IRR in the Secondary Market

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Like the GFC before it, the current market crisis has created a rich seam of opportunities in the secondary market, particularly in GP-led transactions at the smaller end.

Supply from nimble and opportunistic sellers, as well as a strong flow of GP-led/structured opportunities to give liquidity to LPs and to support existing portfolios, have appeared much sooner than anticipated.

So how can investors gain exposure to the best opportunities, what valuations are achievable and under what terms? What are the risks and how can investors best manage them?

MiViews LIVE – ‘A Noisy Quarter, But Fundamentals Remain Solid’

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After a brief stumble in September, the rally in equities has resumed in recent weeks. But, after such a strong recovery since the March lows, the time has come to question the durability of this momentum as we approach year-end. Growth is solid for now, more stimulus is expected and low rates appear to be here to stay: all seems set for the rally to continue. However, we still see sources of unrest ahead: geopolitics, the pandemic and the high level of growth asset valuations. We therefore see risks to our positive scenario for growth assets.

Unigestion Secondary V – LIVE

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In our COVID dominated world, are secondary transactions frozen as GPs await valuations to stabilise? Or is there opportunity to be found in the small-mid space and in structuring special transactions focused on the very best companies?