Private Markets: Where Are the Opportunities?

The latest views on PE, PC, and Hedge Funds

The year is underway, and allocators have already started exploring where the best alpha opportunities are in the current macro environment. Today’s selection of highlights comprises some of the most thought-provoking insights in private markets—focusing on private equity, private credit, and hedge funds.

Resilient Private Credit Fills A Growing Need Across U.S. & Europe (Nuveen)

The U.S. and European private credit markets have been a significant asset management success story for the last decade. Will this remain so?

The Benefits Of Investing In Private Markets (UBS AM)

Private markets, which include unlisted investments in real estate, infrastructure, private credit, and private equity can be accessed through a range of strategies.

Bringing Impact Investing Into Private Markets (Allianz Global Investors)

For compliance reasons, this paper is NOT accessible in the United States and Canada

With the rapid growth of investor allocations to impact strategies over the past few years, the opportunity to generate impact at scale has never been greater.

Q1 2024 Hedge Fund Strategy Outlook (Man Group)

Hedge fund strategies have performed differently in recent months. What can investors expect from the hedge fund universe in future?

2024 Outlook For Private Equity In U.S. Health Care (BCG)

What can allocators expect from the U.S. PE healthcare sector in the months ahead? This in-depth report sheds some light on this question.

Mobilizing Private Finance For Net Zero (Clifford Chance)

Private capital can play a critical role in the transition toward net zero. This report highlights some reasons why.

Do Small Buyout Funds Belong In A Diversified PE Portfolio? (Abbott Capital)

Institutional investors seeking private equity exposure aim to capture perceived or expected outsized returns. How to build a portfolio for this?

Hedge Fund Confidence Index Q4 2023 (AIMA)

How confident are hedge fund managers in this year's economic outlook, and what should allocators make of these perspectives? The latest data from AIMA helps answer these questions.

2023 African Private Capital Industry Survey: LP & GP Perspectives (AVCA)

The data shows that both LPs and GPs demonstrate unwavering commitment to Africa’s private capital industry, expressing keen interest in various sectors.