Editorials

In this section, we aim to provide insightful commentary. These articles can be shaped by the latest topical events but should not be regarded as investment advice.

  • Building confidence in private equity

    27 January 2017

    The Standard Life Private Equity Trust has made a significant move to build confidence that investing in private equity can be positive for an investor’s portfolio.

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  • Risk and reward in private markets

    09 November 2016

    A narrowing in liquidity differences between public and private markets, in conjunction with enhanced diversification potential, has increased attention on real assets. In a portfolio context, determining the impact of macroeconomic factors on asset cashflows allows us to quantify the risks.

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  • Transport infrastructure – avoiding turbulence

    09 November 2016

    Transport infrastructure can provide stable returns and portfolio diversification. However, the potential varies significantly between assets and detailed research is required.

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  • Discounting discounts

    17 October 2016

    When investing in listed private equity investment trusts, it is worth focusing on the countercyclical investment opportunity presented by fast-growing European private companies rather than discounts to net asset value.

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  • Hidden equity value

    17 October 2016

    Listed private equity investment trusts can be a hidden source of equity value, as many currently trade at a significant discount to their net asset values (NAVs). We believe there is clear evidence that investors are mispricing the equity risk of investing in private limited companies and underestimate just how robust the trusts’ NAVs will be.

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