Catégorie : Private Market Focus
Interview d’Align Group, spécialiste du financement cinématographique Un marché en forte croissance, décorrélé des marchés financiers La montée en puissance des plateformes de streaming Un nouvel environnement dynamique, générateur d’opportunité et de rendement Quelles sont les grandes tendances qui animent aujourd’hui le marché de la production cinématographique ? La montée en puissance des plateformes de streaming […]
The case for european venture debt The tech sector is not broken, valuations are going through readjustment A new scenario has emerged leading to increased cost of the equity vs debt Market shift from « growth at all costs » businesses to profitability model Since our latest publication, the European tech private market continues to evolve in […]
Read our latest Private Markets quarterly article Rebalancing for Rising Rates discussing which private markets strategies are likely to outperform in a rising interest rate environment, by our Lead Alternative Portfolio Manager, Reji Vettasseri. Key conclusions: Private credit favoured over highly levered LBO deals – Private credit set to earn higher yields as rates rise, […]
Why this cycle will be unusual and what to do about it by Reji Vettasseri The cause: a liquidity squeeze The response: unprecedented stimulus The effect: asymmetric impact
Analysing why crisis-era funds deliver enhanced returns and where to deploy today Analysing performance over the cycle Why downturn vintages outperform Cooperation, between countries but also companies, will be essential in this effort
L’histoire du Crédit Privé pour s’adapter au changement et à la crise Leçons de l’histoire: des rendements supérieurs en période de turbulences Crédit privé après 2008: combler le déficit de financement Le crédit privé d’aujourd’hui: l’essor du crédit spécialisé
New paradigms and challenges for investors – A case for private markets Secular disruptions in the economy The comeback of private markets DECALIA Perspectives
