June 17, 2021 ALP Administrator

CIO Commentary – June 2021

TO ROTATE OR NOT? 

Why we are still emphasising a pro-growth bias in our longer duration PE-oriented portfolios.  

ECONOMIC VIBRANCY 

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.

VALUATIONS 

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.

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