This edition of Quarterly ideas Exchange (“QiX”) includes: a look into our top investment actions for 2023, how to incorporate sustainability in private equity, our global markets commentary and more.
01
Is your investment strategy out of date? We share our top investments actions going into 2023.
02
Martin Jecks, Senior Director and Multi-Asset Strategist on our Asset Research Team, shares our read on the current economic outlook and what it means for market pricing and multi-asset strategy.
03
A selection of materials that help address what ESG means and how it can be fully embedded into your goals, rather than being a standalone consideration.
04
Sustainability has moved from a topic of limited perceived relevance to a core pillar of value creation in the private equity industry. The key challenge lies in execution.
05
We debate three topics for both the music and the investment industry: