Mensuel de janvier 2024 - Fonds d’investissement

go back Retour << Article précédent     Article suivant >>

Private markets: look for uncorrelated opportunities
By Charlotte DEWYNTER, Head of Infrastructure at Union Bancaire Privée (UBP)   Soaring rates have reshuffled the distribution of risk premia across public markets, and private markets are not immune to this change. The coming years are extremely unlikely to have any similarity with the past decade, when left tails were artificially suppressed by the “Fed put” and were awash with liquidity.   Markets are now evolving into an environment that is likely to reward a hands-on approach rather than a passive one. In private equity, specifically in venture capital, managers will have to pay close attention to maintaining a strong cash discipline in their portfolios’ companies, whilst buyout investors will face speed bumps on the way out.   ...
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.
Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.

This page is only accessible to paying subscribers.
Please identify yourself if you have subscribed to the consultation of our archives.
We invite you to take out a subscription, or to contact us.
Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
Zeb Consulting
J. P. Morgan
Loyens & Loeff
Sia Partners
Generali Investements LU
AXA IM Luxembourg
Lamboley Executive Search
VP Bank
Allen & Overy
Square management
Pictet Asset Management
MIMCO Capital
SOCIETE GENERALE Securities Services