Private markets: The Covid-19 crisis has caused significant disruption in private markets, but investor appetite for real assets stays unabated. Fundraising will be supported by abundant liquidity. Selectivity and diversification will be key and only the best quality assets should be considered. Real assets are a portfolio diversifier and volatility dampener. Given their long-term nature, investors should not rush tactically into these assets and be selective in order to capture the different premiums embedded in real asset investing.
Dominique CARREL-BILLIARD, Guy LODEWYCKX, Stanislas CUNY, Thierry VALLIERE, Marc BERTRAND, Matthieu POISSON