Private Markets: Compelling Opportunities amid a Liquidity Crunch

In the view of Franklin Templeton, selected private markets sectors now offer compelling opportunities.

The gradual liquidity squeeze in private markets last year saw slowing exit activity, higher capital costs, bank failures, and macro uncertainty combine to create a challenging outlook.

Now, with U.S. interest rate cuts anticipated, Franklin Templeton believes that it will take some time for what is effectively a “liquidity queue” to work through the system. However, investors able to provide liquidity or deploy additional capital can take advantage of a number of compelling risk-return opportunities.

Private Equity

Portfolios of top-tier firms with clear exit plans should deliver liquidity and returns. Explore more here.

Private Equity Secondaries

Secondaries surge: record volumes point to continued momentum. Discover more here.

Private Credit

Private credit resurgence favors direct lending and niche opportunities, like special situations. Find out more here.

Real estate

Embrace the opportunities offered by five key macro themes. Read more here.

And you can download Franklin Templeton's complete Private Markets Outlook here.