PSP - Private Markets Outlook: Rapid Intensification

2024-01-30 06:39:00 ET

Summary

• While factors being tackled today in private markets are not unique, they are historic. The distinction is not the omnipresence of disruptive factors, it is the speed and global nature at which they will advance.
• We still believe private investments should be viewed as long-term strategies focused on building, buying, and using ownership rights to manage outcomes actively.
• In 2024 and beyond, asset owners and investors will continue to confront a dynamic landscape shaped by rapid technological advancements, geopolitical shifts, and often erratic market environments.

In 2024 and beyond, investors will continue to confront rapid change. While change can create challenges, we see opportunities, many of which will be accessible via private equity, venture capital, real assets (e.g., real estate and infrastructure), and private credit strategies.

The result? Clients structurally positioned to fund decisive ¹ and committed long-term partners with strategic playbooks – playbooks recognizing we're not going back to a pre-2020 world – can thrive.

What trends are impacting private markets?

While factors being tackled today in private markets are not unique, they are historic. The distinction is not the omnipresence of disruptive factors, it is the speed and global nature at which they will advance. In our view, addressing this rate of change will require a truly long-term mindset as well as a structural ability to take advantage of the interconnected forces shaping both the strategic and tactical investing environments....

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