Insights 2025 – View on Uncorrelated Strategies
In Insights 2025, we explore the key trends shaping investment decisions in the year ahead. In this chapter, our team share their perspectives on Uncorrelated Strategies and their role in the evolving market landscape 2025 View on Uncorrelated Strategies Summary Click here to read our full View on Uncorrelated Strategies in 2025.
Read MoreInsights 2025 – View on Real Estate
In Insights 2025, we explore the key trends shaping investment decisions in the year ahead. In this chapter, our team shares their perspective on Real Estate opportunities for 2025. View on Real Estate Summary Real Estate markets are stabilising, with valuations now aligned across public and private sectors. While transaction volumes and fundraising remain weak, strong…
Read MoreInsights 2025 – View on Private Equity
In Insights 2025, we explore the key trends shaping investment decisions in the year ahead. In this chapter, our team shares their perspective on the evolving landscape in Private Equity. Summary Click here to read our full View on Private Equity in 2025
Read MoreInsights 2025 – View on Private Debt
In this chapter of Insights 2025, our team shares their perspective on the evolving opportunity set in Private Debt
Read MoreInsights 2025
The 2025 investment landscape is characterised by rising disruption and uncertainty. The evolving policy mix combines growth-supportive measures such as fiscal support and deregulation, along with restrictive policies in the areas of trade and immigration. Global economic growth, which reached 3.2% in 2024, is expected to ease to 3.1% in 2025 and 2026, but with…
Read MorePartners Capital Sustainable Investing Report 2024-2025
In the latest Partners Capital Sustainable Investing Report, we highlight our progress, challenges, and evolving approach to sustainable investing. In a constantly shifting environment, Partners Capital continues to believe that it is key to assess all financially material risks, including sustainability-related risks, to protect long-term investment performance. We engage with asset managers to ensure they…
Read MorePartners Capital Energy Transition Investment Framework 2.0
This is the update to the 1st Edition published in 2022 which incorporates insights from our deep dives into many pillars of the energy transition (renewables, hydrogen, carbon taxes, CCUS, etc.). Here we quantify the extent to which the transition can progress on pure economic grounds and translate that into our six core energy transition investment…
Read MorePartners Capital 2023-2024 Sustainable Investing Report
Amid a challenging macro-economic climate and swift monetary tightening, polarised debates on the role of ESG have continued. These debates, however, have had limited impact on both global sustainable investment flows and Partners Capital’s pragmatic, targeted and client specific approach to Sustainable Investing. The key areas of the 2023-2024 Sustainable Investing Report are:
Read MorePartners Capital 2022 Sustainable Investing Report
Our Partners Capital Sustainable Investing Report 2022 summarises the progress we have made and the evolution in our thinking over the last twelve months. Prompted by the war in Ukraine, 2022 was a year when unresolved questions on ESG came to the fore. These questions include how countries trade-off energy security with transition, what it…
Read MorePartners Capital 2022 Energy Transition Investment Framework
The Partners Capital Energy Transition Investment Framework lays out our research into the energy transition megatrend and our investment framework. This is the full set of research that supports our sustainable investment theme. For us to accurately assess the capabilities of active investors in the energy transition, we first need to have in-house domain expertise…
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