MIELI Private Office (by MIELI CAPITAL Ltd)

Gianluca Minella, Head of Infrastructure Research at InfraRed Capital Partners Ltd, discusses the complex journey towards lower global emissions and how infrastructure investors should view the transformation required as an ‘Energy Addition’ not an ‘Energy Transition’. Gianluca argues that the term 'energy transition' may imply a straightforward swap from fossil fuels to renewables, however it is not that simple, as energy demand continues to grow. The Energy Addition is about deploying capital to acquire, expand and aggregate existing infrastructure assets to match the growing demand of a rapidly developing world and transform them to fit the paradigm of decarbonisation. He sees expansionary capital at the heart of a broadening opportunity for investors. This latest article in our InfraRed+Insights series can be read here: https://lnkd.in/ekBx2UcC #energytransition #InfraRedInsights #energyaddition

Don't miss out on the leading investor-centric event for LPs investing in private markets across Europe and globally. Hear directly from industry experts as they cover the entire spectrum of private equity investments on September 17-18, in London. Join the 7th Private Equity Europe Forum ➡️ https://lnkd.in/gU58CneP #marketsgroupPE Paloma Lima-Mayland April Galletly Stackhouse Meghan Hazen, DES Becky Christmas Roberta Dalla Francine Didziakas Cabanas Kendra Nicholls, MSc Talita Quirino Doina Roibu Matthew Sowinski Victoria Cepeda James Garnett Ana Sousa  #privateequity

As we move into the second half of 2024, what’s ahead for the US economy? Our Wealth Management Investment Strategy Group (ISG) outlines their key expectations for growth, inflation, and monetary policy. Swipe to read more.

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We're thrilled to announce our latest collaboration with Antonio Curia founder at MIELI Private Office (by MIELI CAPITAL Ltd) and friend of Evenco, on an insightful article that delves into the evolving landscape of private markets and the surge of non-institutional investors. Key Highlights: 🔹 Democratization of Private Markets: The trend towards "retailisation" is opening up new opportunities for individual investors to participate in private equity, real estate, infrastructure, private debt, and hedge funds. 🔹 Mega Forces Shaping Investments: Major trends like digital disruption, AI, low-carbon transitions, demographic shifts, deglobalization, and geopolitical dynamics are creating substantial investment opportunities. 🔹 Infrastructure Investments: With urbanization, digitalization, and the push for net-zero emissions, infrastructure investments are poised for significant growth. 🔹 Electrification and Batteries: The shift to electric power across various sectors is accelerating. 🔹 Real Estate Rebound: After facing challenges, global real estate is offering compelling value. 🔹 Private Investment Appeal: As institutional investors scale back, private investors and asset managers are increasingly drawn to private markets for their low correlation with public markets and potential for superior risk-adjusted returns. 🔹 Understanding Market Psychology: Market behavior is driven by emotions and sentiments as much as by fundamentals. Recognizing the impact of generational biases and historical market cycles is crucial for informed investment decisions. Read the full article by clicking below to explore how these transformative trends are reshaping private markets and discover the strategies for crafting a successful investment portfolio. #PrivateMarkets #InvestmentOpportunities #Infrastructure #RealEstate #DigitalDisruption #GreenEnergy #MarketTrends #FinancialStrategy

What is the outlook for European #RealEstate? Reduced real estate transaction activity is not expected to hold back prime recovery, with higher entry yields, falling interest rates, strong fundamentals and a diminished supply pipeline all pointing towards a period of recovery and elevated returns. As recently published in DWS’ Mid-Year Real Estate Strategic Outlook for Europe: ➡️ Occupier fundamentals look strong, especially given the collapse in development activity over the past two years ➡️ We continue to favour residential and logistics, with both already showing the first signs of recovery ➡️ However, we also expect rapid growth in interest towards emerging niche sectors, in particular data centres ➡️ With significant valuation declines for non-prime properties and lack of capital to inject the equity necessary to de-lever and refinance loans, the current market conditions also offer an attractive proposition for value-add strategies 👉 Read the full report: http://dws.co/60484Cn7n (This is institutional content - please validate accordingly to access via our Global English website for a smoother journey) Simon Wallace, Ruben Bos, CFA, Rosie Hunt, Siena Golan, Martin Lippmann, Tom Francis, Issie Armstrong, @Carsten Lieser For professional and institutional investors only.