Categoria: Private Market Focus
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
Private Credit’s history of adapting to change and crisis Lessons from history: superior returns in turbulent times Private credit after 2008: filling the financing gap Private credit for today: the rise of specialized
New paradigms and challenges for investors – A case for private markets Secular disruptions in the economy The comeback of private markets DECALIA Perspectives
