In the Media

Following a thematic approach that looks to invest through economic cycles has never been more important for mid-market managers, Ben Russell, Senior Asset Class Manager at Partners Group, writes in a Buyouts guest article. In this piece, Ben provides examples of Partners Group's thematic investing approach in action and explains how second order thinking can help identify sectors and assets with sticky demand, above-average growth rates, and market resilience.

As public markets shrink in the US and globally, there is growing interest amongst retail investors in evaluating and diversifying into private markets, Rob Collins, Head Private Wealth US at Partners Group, told Private Equity International in this keynote interview. Rob goes on to talk about the main barriers to retail investors accessing private markets, the products being developed for this investor group, and the future role blockchain technology can play in democratizing the asset class.

"Last year marked the first time in my career that I saw credible published ev­idence of a premium for green build­ings," says Peter Holden, Co-Head Private Real Estate Asset Management at Partners Group, in this interview with PERE. Peter explains that energy-efficient buildings will continue to attract the right tenants and are therefore more likely to be good assets in 10 or 15 years' time. Elsewhere, Peter talks about the legislative drivers to decarbonize and the importance of sustainability for capturing occupier demand.

Although renewable electricity capacity is forecast to rise more than 60% from 2020 levels by 2026, this alone will not be enough to meet Paris Agreement goals. As a result, there is now growing recognition that carbon management must be part of the solution. In this deep-dive interview with Infrastructure Investor, Matthew Lipton, Senior Lead Investment Research Private Infrastructure, outlines where we see investment opportunities in carbon management, how this "nascent yet mature" sector is developing, and the commercial and technical challenges investors face.

What are the opportunities and challenges facing direct lenders on both sides of the Atlantic? How do debt markets in Europe and the US differ? Showcasing Partners Group's global debt platform, Chris Bone, Head Private Debt Europe, and Tom Stein, Head Private Debt Americas, answer these questions and more in a keynote interview with Private Debt Investor.

In this interview, Anthony Shontz, Co-Head Private Equity Integrated Investments at Partners Group, talks to Private Equity International about why GP-led secondaries are attractive to buyers, the highly competitive dynamics of the GP-led secondaries space, how LP attitudes have evolved, and what the future holds for this part of the market.