Can the increasingly popular liquid vehicles in private markets still deliver an ‘illiquidity premium’?
As we see more liquid vehicles emerge in the asset class, Executive Co-Chairman and former CEO Mario Giannini shares how private markets are using portfolio construction to continue providing an ‘illiquidity premium’.
Recent Content
Is 'Keeping Calm and Carrying On’ Enough to Fuel Growth within European Private Equity?
In the face of a number of headwinds across Europe, it is worth turning to data to reflect on performance, investment activity and the opportunity set within the region’s private markets landscape.
The Middle Seat: A Compelling Time for Middle-Market Buyouts
In most contexts, the middle seat is perhaps one of the most loathed places to be. However, if you are facing an investable landscape filled with growing uncertainty – and are (finally) convinced that trying to time the market is a bad idea – then a heightened focus on the middle-market buyout segment may be warranted.
Weekly Research Briefing: Finger Licking Good
The Venn diagram between hands on barbecue eaters and active investors is colliding this week and both groups are reaching for more napkins. While the grills are firing up and the sauce is being prepared, equity stock correlations are moving to historic lows. This means macro investing strategies should move to the back burner while the active company investment specialists take over.