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Investment Allocations

Charlie Ruffel Kudu Investment Management
Permanent capital specialist Kudu Investment Management owns stakes in at least nine alternative asset managers, including private equity, private credit and venture capital.
Steffen Meister, executive chairman of Partners Group, speaks to senior editor Adam Le at PEI Group's London office
Growth will come amid a role reversal between public and private markets in which the latter now largely finances the real economy, according to Partners Group executive chairman Steffen Meister.
A rickshaw taxi driving through Mumbai, India
Roughly half of the capital came from new LP relationships, PEI understands.
bundles of yen
There remain several bright spots in the market as the denominator effect and currency depreciation puts the squeeze on LP commitments.
Julian Salisbury, Goldman Sachs Asset Management
Asset managers are having to make compromises when it comes to offering products within the current regulatory environment, Julian Salisbury, CIO for asset and wealth management, tells PEI.
Three key trends
Despite challenges, signs point to a market that has begun realising its potential.
A man prunes a topiary hedge into the shape of a yen symbol
Japanese institutions have found themselves cutting down ticket sizes and declining fund opportunities as currency fluctuations compound private equity’s denominator effect.
Image of a red Hong Kong taxi driving across yellow road markings
Finex has expanded to more than 50 full-time staff across Korea, Japan, Hong Kong and Singapore, according to its website.
Macroeconomic and geopolitical forces are slowly transforming private equity’s approach to Asia-Pacific.
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