Navigating the Investment Portion of STARS v3.0 – The Sustainability Tracking, Assessment & Rating System
This whitepaper was written for educational institutions who already participate in or are interested in exploring the higher education sustainable rating system STARS (The Sustainability Tracking, Assessment & Rating System). AASHE, the Association for the Advancement of Sustainability in Higher Education, created STARS in 2007 in response to calls for a consistent sustainability rating system.…
Read MorePartners Capital Insights 2024 Tactical Asset Allocation
The “Paradigm Shift” macro theme we highlighted last year involving structurally higher interest rates and volatile inflation is expected to remain in place. As such, we broadly recommend “Staying the Course”, with our 2024 Tactical Asset Allocation (TAA) and continue to position portfolios for an environment of heightened macro volatility.
Read MorePartners Capital Insights 2024 Investment Spotlights
As markets and economies continue to adjust to the post-pandemic world of higher borrowing rates and geopolitical risks, we synthesise the most important macroeconomic changes into the following‛investment spotlights’ that we believe will take centre stage of shaping investor returns in the decade ahead: Against this backdrop, successful portfolios will need to place even higher…
Read MorePartners Capital Insights 2024 Executive Summary
Stay the course in a global economy that bends but does not break. We expect continued elevated volatility from rising political and geopolitical risks with roughly 50% of the world’s population voting in 2024 and multiple high-risk geopolitical conflicts including Ukraine and the Middle East with potentially another brewing in Taiwan. The economic resilience of…
Read MoreInsights 2024 View on Venture Capital
Insights 2024 View on Real Estate
Insights 2024 View on Public Equities
Insights 2024 View on Private Equity
Insights 2024 View on Liquid Credit
Insights 2024 View on Private Debt
The Private Debt opportunity continues to be driven by constrained capital availability, although spreads on loans to the largest borrowers have started to tighten. Download to read more.
Read More