Investments Quarterly ideas Exchange – Q3 2022

Our new edition of Quarterly ideas Exchange (“QiX”) includes: an exploration of inflation in private equity markets, a look into how real assets can diversify your portfolio, and other new insights.

Table of Contents

1. 01

   Global Markets Overview: September 2022

   In our latest Global Markets Overview, we explore global currency volatility and its impact on portfolios.

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2. 02

   Private equity and inflation

   This past quarter, we experienced market environments never before seen by many in the industry. Explore the impact of inflation and how private equity investors can respond.

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3. 03

   Five questions on inclusion and diversity we believe you should be asking your asset manager

   Inclusion and diversity are critical considerations in any investment decision, but do you know what those concepts mean to your asset manager?

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4. 04

   Real Asset Solutions

   What are real assets and how can they bring diversification and different return drivers to your portfolio?

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5. 05

   PODfolio: Solving the Rubik’s Cube (of sustainable investment)

   Addressing sustainability one aspect at a time risks undoing progress already made – not unlike a Rubik’s Cube. We draw strategic inspiration from the brain teasing cube to explore how investors can implement lasting progress despite fast-changing needs.

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