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Private Market Outlook January 2024

24 Jan 2024 by Anastassia Juventin

For most of the past year, investors grappled with elevated levels of uncertainty. While the Australian and US economies managed to (so far) avoid an economic hard landing, persistent inflation and higher interest rates remained a concern for capital allocators. In this environment, investment portfolios that included exposure to alternative asset classes tended to deliver higher and more consistent returns. For 2024 and beyond, we expect long-term structural trends to support further growth across private markets with opportunities from repricing persisting in the coming years.


Education

Asset Class Overview 2024

24 Jan 2024 by Anastassia Juventin

Amongst the ongoing uncertainty that investors are facing, we remain convinced that including an allocation to private markets can not only enhance total returns but also smooth the overall investment path. We continue to look for attractive investment opportunities that offer both portfolio diversification and attractive risk/return characteristics. While private markets are often seen as a single investment option, it is important to note that return dispersion tends to be relatively high across these assets compared to public market equity and bond strategies. Therefore, a disciplined and rigorous due diligence processes combined with sector selection and partnerships with experienced investment managers is crucial for investment success.


News

Market Update - June Quarter 2023

30 Jun 2023 by Graeme Bibby

Economic developments over the last month have included sticky inflation, the fear of a wage-price spiral and a return of central banks hiking interest rates.  These all weighed on public and private markets at the end of the second quarter. 


Education

2022 Investment Recap

14 Feb 2023 by Graeme Bibby

The wholesale investment market was strong in 2022, with Partners Private assessing hundreds of opportunities and presenting clients with 8 new investments over the course of the year. These investments included property equity, private equity, mezzanine debt, preferred equity and property debt, and raised more than $105M in investment capital.


News

Market Update - December Quarter 2022

24 Jan 2023 by Graeme Bibby

The current market environment for public and private investments is undergoing a period of change and volatility bringing both risk and opportunity. The main drivers of markets are the policy settings of central banks, governments, and the facilitation of loans by commercial banks, which determine the supply of money in the economy and financial system.


News

Market Update - October Quarter 2022

20 Dec 2022 by Graeme Bibby

The current environment in markets continues to be very volatile and points towards more downside in both public and private investment markets, with key influences being rising inflation and geopolitical risks.


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