Sponsored Content
The AI revolution is expected to profoundly impact the infrastructure space, creating significant opportunities for investment and enhancing value of existing infrastructure. Like any revolution, it will also likely bring about relevant challenges.
Creating value in unlisted infrastructure investments requires more than an ‘invest and forget’ approach. Seeking to maximize returns of these types of assets requires active management, long-term thinking and often ongoing capital reinvestment.
Although unstable, 2024 saw a strengthening of financial markets. Despite changes in governments, policies and ongoing geopolitical tensions, we head into 2025 with a positive outlook for the global economy. Explore the macroeconomic themes.
We explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.
The rise of AI and global demand for data is driving unprecedented growth in data centers. A lack of current supply and high barriers to entry for data centers creates an attractive long-term investment opportunity reinforced by robust fundamentals.
Emerging markets can be a critical component of an equity allocation but are underutilized by many plans. The Mackenzie Global Quantitative Equity Team’s model seeks alpha opportunities across inefficient small-cap universes including emerging, international and US markets.
The Mackenzie Global Quantitative Equity Team explores the evolution of quant investing, where vast computational power enables a holistic approach.
Explore why capital efficiency can be vital for startups today – and how rising rates may impact the future of unicorns.
The post-pandemic economic environment is leading investors to rethink their investment approach. Newton Multi-Asset CIO Mitesh Sheth explains how combining fundamental and systematic investing offers clients tools for better investment outcomes.
The reopening of the broadly syndicated loan market and related spread compression has grabbed headlines of late and left some investors questioning if now is still a good time to be allocating to private credit and direct lending in particular.
