NEWS

Asset Management – The right attitude and Critical Skills

After a prolonged market risk-off period with investors prioritising capital preservation, the “long-awaited” market rebound remains elusive. Investors aren’t standing still though. According to @PIMCO’s recent paper, the leading investor is in risk-first, proactive hands-on mode.

Even where a sectoral theme is favoured eg logistics, PIMCO’s investment strategy is to be highly granular and selective. Another example of sectoral but specific strategy response is in datacentres, which many see as a decade plus investment cycle, the PIMCO team have a specific play with the @Apto platform.

As with PIMCO, across the market, Operators and Asset Managers who know the technical and the local dynamics remain key hiring and retention priorities for generating alpha.