2023 has been a year of shifts in the market environment with investors grappling with the impact of higher interest rates, banking turmoil, the anticipation of a potential recession, among other elements of volatility. As we reach the midpoint of the year, we invited our panelists to share their personal perspectives on the state of the markets today and where they see potential risks and opportunities, particularly within private equity, private debt, and private real estate.
Curious to learn more about alternative investments? Read these additional CAIS insights:
An introduction to private equity secondaries
Shifting tradeoffs in direct lending
Is it time to modernize the 60/40 portfolio?
The potential trade-offs of evergreen fund structures
The evolution of the private equity secondary market