Is It Now Growth at Any Price?
In private investing, it appears that way, but a deeper look suggests there could be a method to the valuation madness.
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Investment Topic: Private Investments
Private Investments: Early 2020 View
In this video series, you will hear our practitioners’ thoughts on deal and sector trends, investing in prior recessionary environments, near-term expectations, emerging opportunities, and ways in which they are putting their ideas to work for our clients ever day.
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Are Retail Investors the Vanguard of Private Equity?
Yes, and they have been for some time. Progress has been slow, but current market and regulatory conditions could enable a breakthrough. The impact will be felt primarily in the upper registers of the private equity arena. I’m viewing Vanguard’s recent private equity–related announcement as the first of a two-step process. The first step is…
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Venture Capital Positively Disrupts Intergenerational Investing
Families of wealth face three key questions about intergenerational wealth planning: how best to invest to sustain future generations; how best to engage the next generation; and how best to ensure family unity endures. Often each question is addressed independently. We find that a conversation across generations about the impact of a meaningful venture capital allocation can help address all three questions in an integrated manner.
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What Risks and Opportunities Are You Focused on as We Enter 2020?
We see opportunities to deploy capital in some niche areas of the investment landscape and reshape (or at least re-evaluate) some areas of the portfolio. Simultaneously, we are closely monitoring the lurch toward protectionist trade policies and their impact on global economic activity.
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Outlook 2020: Ten Investing Themes for the Coming Year
In 2019, returns were driven less by what went right than by what did not go wrong. We highlight ten themes for 2020, with a focus on key macro questions, emerging opportunities, and risks.
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Are Private Equity Mega Funds in a Category by Themselves?
Mega funds are indeed in a category by themselves, namely that of a new public markets proxy.
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Should Investors Allocate to Public or Private Chinese Investments?
Public and private Chinese equities both present attractive investment opportunities today.
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Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
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Should Investors Be Worried About the Private Real Assets Fundraising Frenzy?
Investors navigating the robust fundraising environment should be selective when making commitments in 2019.
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