Private markets are among the fastest-growing but most opaque market segments. Accurate benchmarking for private investments requires a diligent and thorough process and access to a “golden source” of performance data. The Cambridge Associates private investment benchmarking universe is broad and granular, reflecting the diverse opportunity set in private markets. These benchmarks play an important role in the evolving landscape, helping investors identify opportunities, manage risks, and drive portfolio performance. S&P Dow Jones Indices collaborates with Cambridge Associates to provide solutions for investors with dynamic, fit-for-purpose benchmarks in an ever-changing market. Learn more here: https://lnkd.in/emZngBGG
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📢 Check out the latest Monthly Markets Review for August 2024 from Schroders. Gain valuable insights into the current market trends and developments that shaped the investment landscape. For a detailed look back at markets in August when shares experienced extreme volatility at the start of the month, click here: https://okt.to/zuTXw8
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Times of uncertainty – like we're experiencing today – often lead to a reduction in investor activity. But such periods can actually generate some of the most attractive buying opportunities in private markets. In this new paper of our Private Markets Mythbusters Series, Partners Group’s Portfolio Management team explains how investors can navigate uncertain times and strengthen their portfolios with a strategy centered on continuous investment.
Despite investment data showing that strong performance in private markets often emerges from times of uncertainty, such periods appear to coincide – somewhat counterintuitively – with a reduction in investor activity. This investment pattern can often lead to investors missing out on returns and obtaining lower diversification and less stable distributions. In this new article of our Private Markets Mythbusters Series, we explain why periods of increased volatility can generate some of the most attractive buying opportunities in private markets. Using a theoretical portfolio and over 20 years of private markets cash flow data, Partners Group’s Portfolio Management team shows how investors can take advantage of these opportunities by employing a playbook centered on investment continuity and a flexible allocation framework. This approach, as we explain, can strengthen portfolio construction, with improved performance and more stable distributions throughout market cycles. Read more here: https://lnkd.in/eKxc3ifV
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Global markets are fluid and present a world of opportunities for return enhancement and diversification. However, investors may be hesitant to allocate globally just based on the U.S. equity market’s strength in recent years. In the latest insights from Baird’s international and global equity investment team, Chautauqua Capital Management explores why investors should consider maintaining or initiating an allocation to global markets. The team provides three strong market indicators that could lead to international equities outperformance in the future. Read A World Full of Opportunities to learn more. https://bit.ly/3W17aHp
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Times of uncertainty – like we're experiencing today – often lead to a reduction in investor activity. But such periods can actually generate some of the most attractive buying opportunities in private markets. In this new paper of our Private Markets Mythbusters Series, Partners Group Portfolio Management team explains how investors can navigate uncertain times and strengthen their portfolios with a strategy centered on continuous investment.
Despite investment data showing that strong performance in private markets often emerges from times of uncertainty, such periods appear to coincide – somewhat counterintuitively – with a reduction in investor activity. This investment pattern can often lead to investors missing out on returns and obtaining lower diversification and less stable distributions. In this new article of our Private Markets Mythbusters Series, we explain why periods of increased volatility can generate some of the most attractive buying opportunities in private markets. Using a theoretical portfolio and over 20 years of private markets cash flow data, Partners Group’s Portfolio Management team shows how investors can take advantage of these opportunities by employing a playbook centered on investment continuity and a flexible allocation framework. This approach, as we explain, can strengthen portfolio construction, with improved performance and more stable distributions throughout market cycles. Read more here: https://lnkd.in/eKxc3ifV
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Private assets have recently risen into the investing spotlight, but should they? Morningstar’s 2025 Outlook discusses the opportunities and challenges of investing in these assets:http://spr.ly/6043t6QNJ Find out what’s driving this shift in the investing landscape and which markets are particularly seeing the convergence of public and private markets.
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The next paper in our Private Markets Mythbusters Series is out! This time Partners Group’s Portfolio Management team discusses why continuous investment can be the best approach to strengthen portfolios and navigate volatile markets.
Despite investment data showing that strong performance in private markets often emerges from times of uncertainty, such periods appear to coincide – somewhat counterintuitively – with a reduction in investor activity. This investment pattern can often lead to investors missing out on returns and obtaining lower diversification and less stable distributions. In this new article of our Private Markets Mythbusters Series, we explain why periods of increased volatility can generate some of the most attractive buying opportunities in private markets. Using a theoretical portfolio and over 20 years of private markets cash flow data, Partners Group’s Portfolio Management team shows how investors can take advantage of these opportunities by employing a playbook centered on investment continuity and a flexible allocation framework. This approach, as we explain, can strengthen portfolio construction, with improved performance and more stable distributions throughout market cycles. Read more here: https://lnkd.in/eKxc3ifV
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May’s Monthly Private Market Intelligence Report is Out! 📈 Download our report and start receiving it directly to your inbox. https://bit.ly/4dDlcWA 📩 In our May edition, explore topics such as: - Pressure on GPs: Record levels of dry powder and increased pressure on General Partners. - Cautious Optimism: Despite market volatility, growth opportunities abound. - Attractive Valuations: Slight dips create entry points for new investments. Plus, dive into insights on private credit growth, strategic shifts in private equity, and the importance of ESG in 2024. Stay ahead of the curve with our monthly reports.
Private Market Intelligence Report
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What themes are set to dominate 2025 for investors? Read our Market Insights team’s Investment Outlook for a comprehensive review of the challenges and opportunities for next year. Advisers: https://bit.ly/3AJi6lr Institutional: https://bit.ly/4i3b7Es
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Private assets have recently risen into the investing spotlight, but should they? Morningstar’s 2025 Outlook discusses the opportunities and challenges of investing in these assets:http://spr.ly/6042t6FnG Find out what’s driving this shift in the investing landscape and which markets are particularly seeing the convergence of public and private markets.
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What themes are set to dominate 2025 for investors? Read our Market Insights team’s Investment Outlook for a comprehensive review of the challenges and opportunities for next year. Advisers: https://bit.ly/4hXB5td Institutional: https://bit.ly/3ZgHSH8
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