Weichen Ding, Chris Tennant and Mike Tian, led by René van der Zeeuw, discussed 'Navigating Valuations, Geopolitics and Growth in Emerging Market Equities'.
Polarisation is often seen as an ideological problem. But for some, it is also a business model that thrives on a lack of personal depth.
A practical middle ground between SAA and TPA helps asset owners make better whole-fund decisions without requiring immediate structural change.
In uncertain times, Dutch private equity firms are opting for control rather than maximum leverage. This reduces the internal rate of return (IRR), but enhances stability.
An oil shock may appear to be inflationary, but often has the opposite effect: higher energy prices decrease demand and slow down growth.