Inside: Changing tack – why some North American investors are steering clear of China; PERE’s annual survey of investors’ allocation plans; A European roundtable; Plus much more…
Thematic drivers of demand and operating income remain healthy despite macro turbulence, argue Partners Group’s Peter Holden, AJ Jager and Audrey Symes.
Sustainability is a moral imperative and can go hand in hand with investment returns if opportunities to create value through environmental and social focus are seized, say Slättö’s Annachiara Torciano and Jonas Andersson.
Data remains key to meeting ESG goals for investors, but engaging with stakeholders in the built environment is also important, says Invesco’s Maximilian Kufer.