A new landscape demands new ideas. It’s time to rethink private market investments.


In the era of easy money, institutions could ride the private markets beta wave without seriously testing assumptions about liquidity management, portfolio construction, and manager selection. As a more challenging landscape emerges, investors need to consider new ideas for a shifting regime in private market investing. In this report, we outline the key risks, opportunities, and portfolio implications investors need to know to thrive in the new environment.

Inside, learn why:

  • Private equity’s valuation reset will separate low- and high-quality companies.
  • PE secondaries are no longer niche and should not be overlooked.
  • Private debt is hardwired for the hard times ahead.
  • Commercial real estate markets are just beginning a major remodel.
  • Energy, food, and decentralized technologies will bring the next wave of opportunities.

 


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