Roopa Murthy

On 10 October 2024, Declan O'Brien, Portfolio Manager ‒ Energy & Transportation Transition and Thibault Contat Desfontaines, Co-Head Infrastructure Equity Europe will be speaking at the SuperReturn Global Infrastructure Conference in London. Declan will be discussing the multi-decade opportunity across the value chain in transport decarbonization and Thibault will be speaking about the evolution of digital infrastructure. Join us and gain insights https://bit.ly/4eTQIj6 Learn more about what we do https://bit.ly/4dDnfZJ #AssetManagement #Alternatives #PrivateMarkets #Infrastructure

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From a macro perspective, the fundamentals are very good for private assets. With a trend towards #energytransition and digital infrastructure. Why is now a perfect time to invest in #RealAssets? Karen Azoulay, Head of Real Assets at BNP Paribas Asset Management, talks to European Pensions about this evolving asset class and the opportunities for investors. https://lnkd.in/eWNgjYKX

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Nice to see Joe Easton’s positive article focusing on London’s successes, far too often the commentary of London as a financial hub is overly negative. The stats show that the City remains an unrivalled centre, one which has the potential to attract significantly more activity and capital for the benefit of the whole of the UK. London Still Europe’s Share Sale Capital Even With Few IPOs - Share sales of $11.3 billion dwarf other European cities - UK remains in top spot even after rate hikes spurred downturn https://lnkd.in/eRtShiNM

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French asset manager Tikehau Capital is considering reducing its workforce by as much as 15% next year. Story by Francesca Veronesi and Abhinav Ramnarayan https://lnkd.in/ewN_SdYW #privatecredit #privateequity #assetmanagement

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And so the build out begins…a platform focused on integrity, respect and teamwork.

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The 18 May 2024 opinion of the three European Supervisory Authorities (ESAs) on SFDR is very welcomed, particularly in recognising – what other industry commentaries and I have been asserting – the need to “focus on clear, simple and concise consumer-facing information’ for financial products, including ‘sustainable’ and ‘transition’.” “Post-Brexit EU and UK regulators must learn from each other – and aim to achieve sustainability label and disclosure coherence between SDR and the reformed SFDR”…..“There is a pressing need to rectify the SFDR shortcomings. Hopefully, the European Commission will speedily progress reforms that implement the ESAs’ recommendations, and not be inhibited by a populist greenlash.” Thanks to Richard Lowe IPE Real Assets for this coverage and quoting me as well as Lonneke Lowik Aleksandra Njagulj. AREF (The Association of Real Estate Funds) British Property Federation INREV Investment Property Forum Apex Group Ltd

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☎ London is calling – Spotlight Emerging Private Credit Managers After a fantastic start under a new flag at LBBW Asset Management Investmentgesellschaft mbH, I am delighted to be invited to speak again at Europe's largest private credit conference #PDIEurope by Private Debt Investor. As a member of the Advisory Board of PDI Europe, I am looking forward to an exciting conference. Within private markets there is a large degree of information disparity as #LPs do not have equal access to information about the entire market. In fundraising, a so-called "size bias" can be observed frequently - large multi-asset managers tend to raise larger funds. Why should you look at emerging managers? What are the pitfalls in the selection process and where are the growth areas that have not yet been filled? Together with Brendan D. Foley, Leo Fletcher-Smith, Meaghan Mahoney and Danny Vroegop, we will discuss emerging managers from the perspective of LPs and GPs. I am looking forward to a controversial and exciting discussion.   Many thanks to Hannah Ogunlowo from #PDI for putting together this great program. #managerselection #privatedebt #privatemarkets

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#Aegon Aegon has strengthened its largest workplace pension default fund with enhanced ESG integration and private markets investment offerings. The 700,000 members currently invested in the £12bn universal balanced collection fund will benefit from improved returns, value for money and a wider range of investment opportunities as a result of the transformation, set to take place from Q3 this year. The fund, available to investors in Aegon’s ‘Retirement Choices’, ‘One Retirement’ and some other platform products, will offer a bespoke solution managed by three asset managers – with private market allocations housed within long-term asset fund (LTAF) structures (subject to regulatory approval). https://lnkd.in/d2RvqHmX

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Link below for the replay if you’re interested in our current multi asset views. We’ve been in equity friendly Recovery but higher than expected US core inflation prints, a stronger than expected economy and tensions in the Middle East are moving our Investment Clock rapidly towards Overheat. We’re long commodities and short bonds. We’re still long equities but stock markets could enter trickier territory over the summer.

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Aligning with decarbonisation, electrification and digitalisation is critical to protecting our clients' capital and delivering infrastructure fit for our net-zero future. Europe is leading the way ...

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We are delighted to announce that PTTEP has agreed to acquire a 34% interest in E&E Algeria Touat B.V. from ENGIE Find out more: https://lnkd.in/dvAbBDfk Houlihan Lokey

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Great to see Berenice joining this esteemed panel to talk about the continued resilience of infrastructure debt asset class . At LBPAM , we have a 12 year track record in investing in European infrastructure debt. We look to offer full capital structure solutions for our Borrowers in the European mid market infrastructure space , one of the deepest markets globally . We offer strategies in Energy transition , Climate impact as well looking at how to invest in this expanding asset class to improve European competitiveness in this space . #LBPAM # infrastructure debt

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On 10 October 2024, Declan O'Brien, Portfolio Manager ‒ Energy & Transportation Transition and Thibault Contat Desfontaines, Co-Head Infrastructure Equity Europe will be speaking at the SuperReturn Global Infrastructure Conference in London. Declan will be discussing the multi-decade opportunity across the value chain in transport decarbonization and Thibault will be speaking about the evolution of digital infrastructure. Join us and gain insights https://bit.ly/3XHAyCi Learn more about what we do https://bit.ly/3ZMJ2L5 #AssetManagement #Alternatives #PrivateMarkets #Infrastructure

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when it comes to #energytransition, people often tend to forget about the potential of green gases. ENGIE we believe green gases are key for the energy transition and we set ambitious objectives for 2030 & beyond! Do you want to understand why? 👇 https://lnkd.in/epU9eEih #energy #biomethane #greengases

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Wondering what our programmes actually look like? Enter: Visionpath's brand new case studies... First up: find out how we worked with Berenberg, one of Europe's leading privately owned banks, to outline a strategy for increasing social diversity within UK financial services – including the challenge we faced, the approach we took, and the results we got. (Spoiler alert: it was a huge success.) Read the case study here: https://lnkd.in/eaNDHr4Z #apprenticeships #financejobs #diversityandinclusion

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Amundi US has continued to experience strong demand for its most recently launched dedicated insurance-linked securities (ILS) fund strategy, with the Pioneer CAT Bond Fund now surpassing $500 million in assets under management, Chin Liu told us.

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In an industry not always famed for its powers of reflection, we thought it would be interesting to look back on our views in the dark days of early August where tremors in Japan rippled powerfully through global markets. https://lnkd.in/e8YWMA3s The key point, aside from Middle Eastern tensions, was that we expected Jackson Hole to mark a sea change in terms of the US rates outlook. Looking forward, with a tightly contested US election looming in a matter of days, we continue to find Japan interesting. With a largely overlooked election last weekend yielding an unexpected result, and the most negative real interest rates amongst major markets globally, what does the future hold for Japan? This is one of the hot topics, amongst many others, that the Schroders Multi-Asset Income team will be addressing in its upcoming publications next week.

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It's that time of year again: ICMA AGM in Brussels! Our colleague #PhilipBille is taking part in an interesting panel discussion about the buyside perspective on fixed income. I hope to see you there! #ICMA #DegroofPetercam #globalmarkets

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