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Investment Outlook

2023 Alternative Investment Outlook

Multiple authors
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Alternative Investment Outlook — 2023

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.

This is a section of our 2023 Investment Outlook, where specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come.

Headwinds for traditional assets may be tailwinds for liquid alternative and private investment strategies. That’s a common thread running through our 2023 alternative investment outlook. Members of our iStrat Team consider the role that macro, long/short equity, and relative-value strategies, among others, can play amid higher volatility, inflation, and interest rates. And members of our private investment teams address the attractive valuation environment for private equities and the downside-mitigation potential of private credit. Finally, our ESG for Private Investments Team highlights topics that should be top of mind for private companies, including climate change, data privacy, and shareholder rights.

Outlook contents

Showing of Insights Posts
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Opportunity in disguise: Why bad news may be good for alternatives in 2023

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how alternative investments may help allocators make tailwinds out of macro and market headwinds in the year ahead.

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Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

In a new era for interest rates, can hedge funds fill the role of fixed income?

Hedge funds could be valuable building blocks for a fixed income substitute portfolio, but how should the portfolio be constructed? Members of our Fundamental Factor Team share their views.

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Article
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private equity outlook: Why we see a buyers’ market ahead

Co-Head of Private Investments Michael Carmen shares his outlook for the private equity market, highlighting today's normalizing multiples, continued innovation, and, in a number of cases, fewer competitors for the most attractive deals.

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Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private credit in 2023: The benefits of a bear market?

We explore conditions in investment-grade private credit and go deeper on how today’s challenging overall market landscape could fuel opportunities for investors.

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Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Five key ESG topics for private companies in 2023

Our ESG for Private Investments Team explores five critical ESG topics for private companies in the year ahead.

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Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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