- Head of Multi-Asset Strategy
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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.
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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.
Article
2024-06-30
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.
Article
2024-06-30
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.
Article
2024-06-30
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