Alan Flanagan, Head of Private Equity Fund Services Product Management, discusses why private equity market participants remain optimistic about the future of the asset class.
The Case for Global Thematic Investing
Helena Morrissey, CEO of Newton Investment Management, argues that today's successful investment managers need to have broad perspective, flexibility and a global approach to meeting investors' needs.
She espouses thematic investing, which at Newton is grounded in a theme entitled "all change." All change is Newton's shorthand for the pervasive de-leveraging trend that has been around since the financial crisis. This trend reinforces Newton's expectations for continued divergences between asset classes, sectors, currencies, commodities and particular companies – supporting the need for a flexible and global approach to investing.