Issue 11, November 2025
McKinsey on Investing
The latest issue of McKinsey on Investing explores how leaders are finding investment opportunities amid structural trends and persistent imbalances in the global economy.
THE CHANGING FACE OF INVESTORS AND INVESTING
Report
Asset management 2025: The great convergence
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As the industry rebounds, the lines between traditional and alternative asset management are blurring.
Article
The new face of wealth: The rise of the female investor
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Women are increasingly recognized as the new face of wealth, but industry players have yet to fully capture the growth opportunity...
Article
Operating in a world of growing investment controls
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New global investment laws and controls are growing in scope and complexity. We look at how business leaders can plan for unpleasant...
Article
How purpose and flywheel synergies create high and sustainable returns
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Our latest research reveals that long-term investors use purpose and portfolio synergies to drive high returns. How can they...
Article
The power of performance: What long-term intrinsic investors really want from companies
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Strong communications with long-term investors may be enough to attract them. Evidence of active resource allocation, increasing...
Article
Unlocking value from technology and AI for institutional investors
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Strategy, tools, and talent are key considerations for institutional investors as they adopt and scale technology to generate...
Article
How AI could reshape the economics of the asset management industry
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Amid mounting margin pressure, asset management firms must transform technology from a cost driver into a true enabler of scalable...
Article
From potential to performance: Using gen AI to conduct outside-in diligence
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Leaders can use gen AI to accelerate the diligence process, gain richer insights, and make decisions with more speed and confidence....
UNCOVERING OPPORTUNITIES IN PRIVATE MARKETS
Report
Alternative assets get more alternative
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Nontraditional sources of capital are accounting for a growing share of private markets’ assets under management (AUM). Here’s...
Report
Secondaries and GP stakes drive private market innovation
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Strategies for secondaries and GP stakes have become increasingly popular liquidity channels for both managers and investors.
Report
The infrastructure moment
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As the definition of infrastructure expands, investors, operators, and governments will need to alter their approaches to funding,...
Interview
Thematic investing: A win–win for private equity and the planet
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Reynir Indahl, founder and managing partner of Summa Equity, explains how private equity can play a leading role in addressing...
Report
PE's path to clearing the historic exit backlog
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Exiting assets has become harder than ever before—but GPs can take some actionable steps to execute a sale in a timely and profitable...
EXPLORING INVESTMENT OPPORTUNITIES
Article
Rising tide: How private equity can lift the shipbuilding industry
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Demand for military and commercial vessels is outpacing supply. Private equity investments that improve shipyard efficiency could...
Article
Private real estate companies can ace the US student housing test
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Aligning the needs of students, universities, and private real estate owners and operators can lead to long-term success in student...
Article
How private investment can improve senior-housing options
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The world needs better residential solutions for the aging. Three innovations may hold the key to truly golden years.
Podcast
Matt Holt on how privacy and private capital can improve healthcare
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Matt Holt, managing director and president of private equity at New Mountain Capital, on better data privacy standards and creating...
Article
Investing in living better: Quality of life and the future of business
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The quality-of-life market is extending beyond the health and well-being industries. An executive survey reveals how investors...
Article
Private capital: The key to boosting European competitiveness
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Private capital can become the engine transforming Europe’s economic landscape—if it invests at least €100 billion...
McKinsey Direct
Unlocking value in IT services: A road map for private equity success
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Private capital is flooding into IT services, yet Europe’s fragmented market remains ripe for value creation.
PREVIOUS ISSUE
Collection
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.