Invest Long Term In Private Equity And Private Credit Nuveen The confluence of higher interest rates and overall economic uncertainty can lead to attractive private capital investment opportunities; however, it is critical to align with experienced managers that remain vigilant, selective, and diversified. Relative spreads and credit selection, not risk free rates, will drive returns in public and private debt markets. municipals are still the borrower of choice for investors who are in it for the duration.
Private Equity Credit Markets Investment Outlook Nuveen Slower than expected u.s. interest rate cuts reflect economic strength, and economic activity bodes well for private capital. gdp growth creates favourable operating conditions for the businesses investors can lend to (private credit) or take ownership positions in (private equity). We have moved more toward private credit over public credit during the past several years, and have further diversified risks and sources of returns through more investments in alternative asset classes. these tilts are likely to continue in 2024. Five portfolio construction themes for 2025 relative spreads and credit selection, not risk free rates, will drive returns in public and private debt markets. real estate reality: it’s already bottomed. energy demand charges ahead of capacity, creating opportunity for new infrastructure investments. Private markets continue to shape the evolution of institutional portfolios, according to nuveen’s fifth annual equilibrium global institutional investor survey, with significant planned increases across private equity, credit, infrastructure and real estate.
Private Equity Credit Markets Investment Outlook Nuveen Five portfolio construction themes for 2025 relative spreads and credit selection, not risk free rates, will drive returns in public and private debt markets. real estate reality: it’s already bottomed. energy demand charges ahead of capacity, creating opportunity for new infrastructure investments. Private markets continue to shape the evolution of institutional portfolios, according to nuveen’s fifth annual equilibrium global institutional investor survey, with significant planned increases across private equity, credit, infrastructure and real estate. Strife head of junior capital & private equity solutions 2023 was characterized by several key themes in the capital markets: the u.s. federal reserve’s battle against inflation; the resulting impact on issuers of higher for longer interest rates; a much slower pace of merger and acquisition activity as buyers and sellers dealt with mounting bo. More than 90 per cent now hold both private equity and private credit, a sharp rise from 45 per cent in 2021, underscoring the expanding role of private markets in institutional portfolios. Some two thirds (66%) of institutional investors plan to increase their private asset allocations over the next five years, according to nuveen ’s fifth annual equilibrium global institutional. About 69% of global insurers plan to allocate more capital to private markets in the next five years, up from 58% in 2024, according to a nuveen survey published tuesday.
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