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Maneuvering the Macro
Asset Owners are currently confronted by several challenges including the thread of high inflation and interest rates, growth in labour costs and high energy prices, geopolitical risk, and the potential for an economic slowdown. However, and despite these challenges, most markets are performing according to expectations.
Opportunities in the Private Markets
Driven by rising rates, private equity and real estate deal flows are slowing. Investors are faced with two realities. They will find it increasingly difficult to access the best deals, but opportunities, especially in distressed assets, where good companies have bad balance sheets, will emerge.
Liquid vs. Illiquid Alternative Investments: Unraveling Opportunities and Challenges
In the ever-evolving landscape of alternative investments, one of the most crucial differentiating factors is the liquidity profile. Liquid investments offer flexibility on the open market, providing investors with more options and quick access to their funds. In contrast, illiquid alternative investments come with a lock-up period or limited exit options, potentially offering higher returns, but demanding a long-term commitment and increasing the opportunity cost.
Asian Private Credit View Amid Global Rate Hikes Spotlight on US and Europe
With the opening of China and strong foundations in India, Asia remains the world’s economic growth engine. While private credit is still in its early stages in the region, opportunities abound. The growth in private credit over the last decade has been seismic. Lower-for-longer interest rates and a retreat in bank lending since the GFC meant that investors could fill the gap, quickly. Yet interest rates are rising, balance sheets are under strain and economic uncertainty abounds creating slowdown in global debt markets.
Real Assets: Real Estate, Infrastructure and Energy
Real assets present defensive capabilities in times of economic disruption. Infrastructure offers income-generating returns which can be positioned as strategic investments and allows investors to tap into the global energy transition megatrend. Longer-term infrastructure plays also give patient investors illiquidity premiums.
The Portfolio of 2030, The Future of Alternative Investing
The themes throughout the day will have assessed the technical investment strategies of the region’s largest allocators.
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