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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.

March 2021

Real Asset Dynamics: PE Energy

It has been difficult to find a more out-of-favor sector in institutional investors’ portfolios than energy over the past five years, and with the recent spread of COVID-19 reducing demand for oil & gas, that reality appears set to continue – creating both challenges and opportunities. Amid the sector’s ongoing evolution, the energy PE investment strategy that dominated the market has become outdated, and investors who wish to capitalize on potential opportunities in this market must re-think their approach.

May 2020

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 every day.

May 2020

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 […]

February 2020

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.

January 2020

Is Private Equity Energy Dead?

Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. No. But, the game has changed and to be successful, investors should adopt a new commitment strategy. While the industry faces secular challenges, managers can innovate to exploit disruption and generate attractive absolute returns. Private equity […]

October 2019

Alternative Risk Premia: A Diversifying Option for Investors (Euro Edition)

Elevated equity market valuations and potentially rising bond yields suggest the return environment for traditional risk assets could be difficult. Faced with this challenge, institutional investors are seeking alternative sources of return. Alternative risk premia (ARP) strategies—which harvest well-established risk premia and market anomalies across asset classes—may fit the bill. ARP strategies have exhibited low […]

September 2019