Issue 9, November 2023
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.
Articles in this issue
Article
The investors that matter still want you to focus on the long term
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Our latest survey of chief investment officers of long-horizon equity funds shows (again) that they seek to invest in companies...
Report
Performance edge: Investors hone their strategies for a new era
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Institutional investors are rethinking their strategies across three areas of fundamental importance: purpose, portfolio construction,...
Report
The state of diversity in global private markets: 2023
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Private equity firms and institutional investors have intensified their focus on gender and ethnic diversity, but the road ahead...
Article
What every CEO should know about generative AI
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Generative AI is evolving at record speed while CEOs are still learning the technology’s business value and risks. Here,...
Article
Four essential questions for boards to ask about generative AI
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Boards are responsible for how generative AI is used at the companies they oversee. Asking company leaders the right questions...
Article
Applied AI: Six growth considerations for private markets
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As applied AI heats up, we identified key six findings for stakeholders, including investors, to keep in mind as they think about...
Podcast
Top trends in global private markets
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The debut episode of Deal Volume highlights takeaways from McKinsey’s Global Private Markets Review, including...
Article
Where could $374 billion in dry powder go? Six themes to watch
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Private capital activity in software will likely pick up after a short-term dip. Here are the key considerations.
Article
CEO alpha: A new approach to generating private equity outperformance
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To create and sustain high performance, private equity sponsors must make building distinctive PE CEOs a priority. Here’s...
Interview
How Blackstone is helping to build India’s next generation of global companies
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Blackstone Private Equity’s head of Asia, Amit Dixit, reveals elements of its long-term success in India. Hint: it requires...
Article
A winning strategy for growth investors at a time of uncertainty
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Market dynamics are forcing growth equity investors to rethink their portfolio engagement model. Here’s how they can thrive...
Article
Private equity turns to resiliency strategies for software investments
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As CIOs report shifts in software spending, investors may want to refocus their efforts on growing opportunities in cybersecurity,...
Article
In the near term, commercial real estate may not hedge inflation
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Rising cap rates could erode CRE’s power to outperform amid inflation. Real estate players can still take steps to thrive....
Article
Six new imperatives for real estate players
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Higher inflation, higher interest rates, and other challenges mean that the real estate industry needs new paths to success.
Article
From start-up to scale-up: Accelerating growth in construction technology
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To achieve scale, founders, executives, and investors in construction technology need to eliminate the barriers to efficient...
Podcast - McKinsey Institute for Black Economic Mobility
A guide to investing in Black economic mobility
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Large segments of the Black population in the United States are underserved on a range of socioeconomic dimensions. Here’s...
Podcast
Mitigating climate change with venture capital: A conversation with Wavemaker Impact’s Steve Melhuish
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The founding partner of a Southeast Asian venture capital fund explains his company’s global ambitions to create economic...
Article
Climate investing: Continuing breakout growth through uncertain times
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Investments in climate technology are still increasing, defying the headwinds that affected most capital markets. We identify...
Interview
Scaling sustainable infrastructure: An interview with Marie Lam-Frendo
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Marie Lam-Frendo of the Global Infrastructure Hub discusses key strategies to help infrastructure leaders gain investor support...
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McKinsey on Investing
This edition of McKinsey on Investing examines a year of tumultuous change and its implications for investors, businesses, sectors, and the world in which we live.