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 Welcome to the third edition of our Private Markets quarterly newsletter. In our consistent pursuit to assist private markets professionals, we have launched our much-awaited Annual Private Markets Global Survey – we request you to share your perspective [survey link] and get your voice included. Our previous year’s sector outlook is available here for reference.
Additionally, we have invested granular focus on topics beyond the traditional areas of private capital in this edition. As Private Credit expands in emerging markets such as India, the sector continues to benefit from debt-focused investors and an alternative access to private capital for investors who do not want to dilute their stakes.
Similarly, infrastructure investment is attracting capital and becoming a focus on LPs, as it assists clients in the time of turmoil including fluctuations in interest rates. Within infrastructure, Data Centers are also demonstrating a strong level of interest.
As always, we shall continue to strive for your success. We hope you enjoy reading this edition of our newsletter!
Pratap Narayan Singh, Head, Private Markets
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Recent Perspectives |
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| Infrastructure investment opportunities arise for private capital as emerging markets expand |
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Wired for growth: the surge in alternative investment in data-centre real estate |
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This blog highlights the growing demand for projects in sectors like energy, transportation, and telecommunications, providing insight into the potential for long-term returns in high-growth regions.
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Data center real estate has become a hotbed for alternative investments, fueled by the growth of cloud computing and digital infrastructure.
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| Implications of the Fed's higher for longer rates on US housing sector |
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Asset backed finance - An emerging frontier in private credit |
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Examine how rising mortgage rates and borrowing costs are affecting homebuyer affordability, cooling demand, and reshaping real estate investment strategies across the country.
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Discover how asset-backed finance (ABF) is revolutionizing private credit, offering unique opportunities and growth potential.
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| India - the emerging epicenter within private debt |
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The private credit deal lifecycle |
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The market guide examines the factors positioning India as a leading destination for private debt investment, with ample opportunities for risk-adjusted returns.
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This guide offers a comprehensive understanding of credit structuring, risk mitigation, and investor considerations. Ideal for professionals navigating private debt markets.
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ESG and Sustainable Finance Spotlight |
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| Dissecting Articles 6, 8 and 9 of the SFDR for fund managers |
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2024 Sustainable Finance: Key Regulations and Emerging Trends |
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This comprehensive analysis of SFDR Articles 6, 8, and 9 helps in guiding fund managers on how to classify and disclose sustainability risks and objectives to enhance transparency and standardization in financial markets.
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Explore the evolving regulatory landscape for sustainable finance in 2024, highlighting key regulations, emerging trends, challenges, and opportunities for businesses and investors.
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| IFRS S1 and S2 mark a new era in sustainability |
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Navigating the new era: China’s bold ESG disclosure mandate for listed companies |
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Discover how IFRS S1 and S2 standards usher in a new era of sustainability reporting, enhancing transparency, comparability, and consistency for investors and stakeholders.
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Understand China’s new ESG disclosure mandate for listed companies, aiming to standardize and enhance transparency in sustainability reporting, aligning with global practices and impacting investment landscapes.
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In the news |
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| Acuity Knowledge Partners marks a year of change, driven by organic growth and M&A as its global client base expands to 650 firms |
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CRD VI could impact private credit |
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Acuity Knowledge Partners is broadening its client base and strengthening its global presence through strategic acquisitions, organizational changes, and an increased focus on leveraging AI and Large Language Model (LLM) capabilities for both clients and internal operations
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CRD VI aims to bolster the resilience of the EU banking sector by focusing on risk sensitivity and aligning with global regulations, according to Prashant Gupta, Associate Director of Private Markets.
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Research Offerings |
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| Private Credit Support |
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Fund Operations Support |
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Bespoke private debt solutions to enable you to drive high alpha across your portfolio.
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Award-winning middle- and back-office services, including portfolio monitoring, fund data extraction, quarterly valuation reporting and bespoke LP reporting, to optimise operational efficiency.
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ABOUT ACUITY KNOWLEDGE PARTNERS
Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 500 financial institutions and consulting companies to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. Acuity is headquartered in London and operates from 10 locations worldwide.
Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.
For more information, please visit https://www.acuitykp.com/about-us/
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US: +1 212 540 9231 | UK: +44 20 7550 4499 | India: +91 80 6113 3000
Sri Lanka: +94 11 235 6000 | Beijing: +86 10 8248 6812|HK: +852 3002 4980 | contact@acuitykp.com |
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©2024 Acuity Knowledge Partners. All rights reserved. |
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