Institutional Investor (August 14)
“A public market downturn and an abundant supply of private equity stakes have culminated in an unmissable opportunity for secondaries investors.” Favorable “supply/demand imbalances and market dynamics” have arisen due to “the dramatic outperformance of private equity thanks to lagged marks and flat or marginally down valuations in 2022,” causing “asset owners to become overweight PE as public equity markets declined materially.” Pensions, endowments, foundations and other asset owners have become “forced sellers of private equity stakes to return to their strategic weights,” and “because of illiquidity, overhang, supply/demand imbalance, and forced selling, buyers require a material discount to transact.”
Tags: Asset owners, Discount, Downturn, Endowments, Forced selling, Foundations, Illiquidity, Imbalances, Market dynamics, Opportunity, Outperformance, Overhang, Overweight, Pensions, Private equity, Secondaries investors, Supply, Valuations
Institutional Investor (December 6)
“Hedge funds have outperformed public markets but are now suffering from redemptions as investors find they are overweight alternatives.”
Tags: Alternatives, Hedge funds, Investors, Outperformed, Overweight, Public markets, Redemptions, Suffering
The Lancet (October 10)
On a somewhat encouraging note, a recent study on worldwide trends in weight finds “the rising trends in children’s and adolescents’ BMI have plateaued in many high-income countries, albeit at high levels.” On a less positive note, childhood obesity “has accelerated in parts of Asia.” Nevertheless, food security remains an urgent priority because “the number of children and adolescents aged 5–19 years in the world who are moderately or severely underweight remains larger than those who are obese.” Striking the right balance remains challenging as “the experiences of east Asia and Latin America and the Caribbean show that the transition from underweight to overweight and obesity can be rapid, and overwhelm the national capacity needed to engender a healthy transition.”
Tags: Asia, BMI, Caribbean, Childhood obesity, Encouraging, Food security, Latin America, Obesity, Overweight, Study, Underweight, Worldwide trends
The Atlantic (June 23)
As China has boomed so have obesity rates. “The number of Chinese people who are obese quintupled between 2005 and 2011, to nearly 100 million people. The World Health Organization estimates that 38.5 percent of the population was overweight in 2010, up from 25 percent in 2002. Male children from high-income families have an especially high rate of obesity.”
As China has boomed so have obesity rates. “The number of Chinese people who are obese quintupled between 2005 and 2011, to nearly 100 million people. The World Health Organization estimates that 38.5 percent of the population was overweight in 2010, up from 25 percent in 2002. Male children from high-income families have an especially high rate of obesity.”
Tags: China, Obesity, Overweight, Population, WHO
