TO ROTATE OR NOT?
Why we are still emphasising a pro-growth bias in our longer duration PE-oriented portfolios.
The US as the leading economic engine pulling the global economy out of the pandemic slump and turning it into a post-pandemic boom.
ABUNDANCE OF LIQUIDITY
Private equity strategies as a primary beneficiary of Bounce created by aggressive global monetary policy.
There seem to be few places for capital to earn some plausible upside in returns other than equities.
INNOVATION AND FERTILITY FOR NEW COMPANY ECOSYSTEM
What is different today versus past periods of optimism around technology and new company formation.