11 min listen
Beyond the public markets a path to premium returns
FromInsights Now
ratings:
Length:
26 minutes
Released:
Mar 28, 2024
Format:
Podcast episode
Description
Watch the video version on YouTube.
Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve has tightened policy. Better than expected economic activity and earnings have supported recent performance. For investors looking to supplement their public equity allocations, private equity can help enhance portfolio returns, as it has done for multiple decades and provide exposure to rapidly growing companies at the forefront of key market trends and themes. That being said, private equity does have the drawback of lower liquidity, and higher interest may pose a threat to future returns.
For today's episode, Dr. David Kelly is joined by Stephen Catherwood, Co-head of our Private Equity Group with over 20 years of experience on the team. They dive deeper into the current balance of risks and opportunities in the private equity market.
Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve has tightened policy. Better than expected economic activity and earnings have supported recent performance. For investors looking to supplement their public equity allocations, private equity can help enhance portfolio returns, as it has done for multiple decades and provide exposure to rapidly growing companies at the forefront of key market trends and themes. That being said, private equity does have the drawback of lower liquidity, and higher interest may pose a threat to future returns.
For today's episode, Dr. David Kelly is joined by Stephen Catherwood, Co-head of our Private Equity Group with over 20 years of experience on the team. They dive deeper into the current balance of risks and opportunities in the private equity market.
Released:
Mar 28, 2024
Format:
Podcast episode
Titles in the series (70)
Asset Class: Using equity derivatives to cut risk and boost income: Tune in to hear Dr. David Kelly and Hamilton Reiner, head of U.S. Equity Derivatives here at J.P. Morgan Asset Management discuss how investors can participate in the equity market. Additional Description: Seeking to address several distinct investment n... by Insights Now