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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Amid uncertainty about the direction of economic cycles and markets, our experts offer alternative investment ideas that could help lessen the importance of the cycle — or even take advantage of the uncertainty — as we look ahead to the second half of the year. While the changing investment landscape has posed challenges for private investors, it has also created opportunities that point to 2023 as a potentially strong vintage year for both private equity and private credit investors.
Focus on what you can control: Five alternative investment ideas for an uncertain world
Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.
The state of venture capital markets
Co-head of private investments Michael Carmen shares his outlook for venture capital markets, including the state of deal flow, valuations, and the IPO market.
Private credit in a new regime
We explore how a shifting macro backdrop, ongoing banking crisis, and evolving competitive dynamics may create opportunities across private credit markets.