Issue 10, November 2024
McKinsey on Investing
The tenth anniversary issue of McKinsey on Investing explores how leaders are finding value and building new capabilities to gain an edge in these tumultuous times.
Articles in this issue
Article
Five alphas: Essential capabilities to succeed in the next era of private capital
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The next era of private capital will look different from the last. Five core capabilities can determine which managers capture...
Article
Bridging private equity’s value creation gap
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Amid a slower deal environment, private equity buyout managers can adapt their approach to value creation—and, as a first...
Report
Beyond the balance sheet: North American asset management 2024
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Even with markets in ascent, asset managers’ revenues have flatlined. But the evolution of balance sheets among banks,...
Interview
How institutional investors can gain a performance edge
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Christopher Ailman, chief investment officer of the California State Teachers’ Retirement Fund, explains how performance...
Podcast
A clear-eyed view of gen AI for the private equity industry
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Private equity firms can reach greater heights by integrating generative AI into their businesses, but getting started requires...
Podcast
Leading through noise to find the right signal
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March Capital’s Wes Nichols talks about innovating on the front lines of technological change.
Article
How data centers and the energy sector can sate AI’s hunger for power
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The growth of data centers and the adoption of AI rely on the availability of electric power. Opportunities for investors in...
Article
Gen AI: Opportunities in M&A
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Generative AI is already making its way into the day-to-day world of M&A, and more use cases are emerging. How should companies...
Article
The next era of private credit
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A new private credit ecosystem is emerging across asset managers, banks, and insurers. Here’s what it means for the industry....
Podcast
The rise of private credit and its future potential
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As more companies consider private credit as a financing option, the opportunities for investors are expanding. This episode...
Interview
Maya Chorengel on building the impact investing industry
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The Rise Fund’s Maya Chorengel discusses opportunities in impact investing today and how the sector has stayed ahead of changing...
Podcast
Apax global impact managing partner David Su on impact investing
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David Su shares his perspectives on the evolution of impact investing and the importance of measurement. He also discusses portfolio...
Article
The new real estate investment edge: Tech-enabled brand, CX, and loyalty
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Superior customer experience in real estate combines evocative brands, memorable moments, and low-cost operations.
Article
Seizing opportunities amid the agtech capital drought
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Despite market slowdown and funding woes, some agriculture technology start-ups still retain high value. Here’s how investors...
Article
Five considerations for software private equity in 2024
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A new wave of software investing is on the horizon as private equity looks to create value through software portfolio companies....
Article
A force for good: Japan’s private equity opportunity
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Japanese private equity is a growing presence in the financial landscape, and private equity firms can help Japanese companies...
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McKinsey on Investing
This edition of McKinsey on Investing uncovers insights on how leaders are navigating these disruptive times and finding new opportunities to deliver returns.