Where are investors seeking opportunities in private markets?
There seems to be a voracious appetite for private assets among institutional investors. Who can blame them? The volatility in and the correlation between public markets are forcing allocators to look elsewhere for attractive risk-adjusted returns. Private credit, hedge funds, real estate, and more are analysed in the research below
Investors continue to look for opportunities among private assets, as a growing number of uncertainties hang over public markets.
A significant consequence of the global financial crisis (GFC) was the growth in demand for private credit. This market continues to expand today.
Asset-based finance stands behind the credit that a modern society runs on. It provides funding across the economy and, in turn, offers investors sources of return.
The current macro backdrop provides significant opportunities for private lenders to capitalise on growing demand for credit finance.
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Private debt has grown substantially as an asset class over the past decade, mainly due to the abnormally low level of yields offered by public fixed income markets.
In 2023, the industry needs to focus on robust infrastructure investment that emphasizes processing efficacy for the verification and validation systems of blockchain.
Private real estate is gaining traction as one of the alternative investment assets which offer high income gain and low risk relative to traditional asset classes.
This report shows that Q1 saw reduced investment activity within the Canadian PE market, as total invested value declined 29% Q-o-Q, while the deal count declined 22%.
Evidence doesn’t support the assertion that private equity valuations are wildly out of line, which may enable investors to avoid a period of underperformance going forward.
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