Graham McDonald, head of private equity at Aberdeen Asset Management, explains how a Federal Reserve rate rise or further ECB stimulus could affect the IPO market.
The markets are fully valued here, says Tony James, Blackstone president & COO, discussing where he sees the markets headed. Also David Calhoun, Blackstone head of private equity, weighs in on the pulse of the private equity market.
Craig Bondy, GTCR managing director, discusses his strategy to sell into the rally, and weighs in on the evolving private equity landscape. Also Bondy shares his thoughts on "shakiness" in the high-yield bond market.
Herald van der Linde, head of equity strategy for Asia Pacific at HSBC, says Chinese markets are a better bet, as reforms in India have hit a snag.
Jason Low, equity strategist at DBS Private Bank, thinks investors should look the banks, which are are trading at five times P/E multiples and offering 6-7% dividend yields.
Azra Lau, director and head of ETF at GF International Investment Management, outlines the factors that have been buoying market sentiment in China.
Willie Chan, Asia Regional strategist at Kim Eng Securities, says Asian stock markets such as China are seeing a technical rebound after steep losses earlier this year.
Private equity giant Bain Capital has turned its sights on Asia, leveraging its experience in consumer and payment businesses.
From a global macro perspective, low energy prices are good for growth in businesses, says Steve Pagliuca, managing director at Bain Capital.
Losses due to crowded trade in long/short equities and investor activism hasn't put investors off, says Bill Ferri, global head of hedge fund solutions at UBS Asset Management.
Erik Hirsch, CIO of Hamilton Lane, says private equity has been a fantastic performer in Europe over the last 12-18 months.
When it comes to restructuring across the globe, there's one common theme: It's the age of the consumer.
Guillaume Chatain, executive director and head of equity solutions at JPMorgan Private Bank, says the global market rally fueled by a delayed Fed rate hike is not sustainable.
Yum Brands stocks will see a bounce "irrespective of any fundamental news," says Daryl Guppy, CEO of Guppytraders.com,
The People's Bank of China aims its policy measures at stabilization but pulls back the moment there is volatility, explains Lorraine Tan, director of equity research in Asia at Morningstar.
Frank Troise, senior VP at Infinity Partners, says that given the dollar outlook and market environment, investors are mostly interested in dollar-dominated assets.
Barnaby Martin, managing director of European credit strategy at BofA Merrill Lynch, says money is rotating out of corporate bonds and into equities.
Most managers of wealthy families' assets have gone risk-on, but Asia's dynasties are on a more conservative path, a strategy that may hit returns.
Claudia Zeisberger, academic director of global private equity initiative at INSEAD, discusses findings which revealed that China's private equity funds outperformed its global peers.
A technical rebound in Asian markets was expected after the August's China-led correction, says Lena Teoh, head of asset allocation for Asia Pacific at Credit Suisse Private Banking and Wealth Management.