The sweet spot: Across sectors and markets, performance is at or above expectations
This spring, I’ve had the privilege and opportunity to attend our annual spring Editorial Advisory Board meeting for our Americas publication, as well as client conferences hosted by UBS, Clarion Partners, Deutsche Asset & Wealth Management, and Prudential Asset Management.
At the editorial board meetings, we hear what is on the minds of the 40 or so institutional investors and consultants who represent the investment community readership of this publication. At the client conferences, we hear from senior executives of the sponsoring firms, plus members of their clientele.
The common theme underscoring all of these meetings these days is how well everything truly appears to be going for just about everyone engaged in investing or investment management. Virtually every property sector in virtually every market appears to be performing in the sweet spot. Funds, separate accounts, club deals and direct joint-venture investments all seem to be performing at or above