The Role of Private Assets in a Multi-Asset Portfolio16h30 - 17h00
Conference Room 4
Private Assets in a Multi-asset portfolio: why, what and how. In the last decade, accommodative monetary policy has resulted in record low interest rates, which in turn supported equity returns. In contrast to this prior goldilocks environment, we expect returns to be more challenged over the coming decade. Investors may need to expand their search for returns beyond public markets as we enter a new cycle with more elevated public equity valuations and higher interest rates. But there are key considerations to take into account when adding private markets to public portfolios.