For Institutional / Professional Investors Only
Welcome to the cio investment club. Our website is exclusively for institutional/professional investors.
Our content, which includes investment research, market analysis, and other informational material is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
By proceeding, you can confirm that:
- You are an institutional or professional investor in your jurisdiction (including, in the UK, professional clients under FCA rules, and in the US, accredited or qualified institutional investors under SEC rules).
- You understand that this website is not intended for retail or non-professional investors.
- You will not share content from this website with anyone who does not meet these eligibility criteria.
Acknowledgement:
Content on this website is intended only for institutional or professional investors and is for informational purposes only. It does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
Near-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years to come.
2022 was a challenging year for private markets, and 2023 offered little respite. After a long period of growth, the pace of new allocations dragged, thanks to higher interest rates and denominator effects (when private market weightings rise on the back of corrections in public market prices).
We also saw wide bid-offer spreads in the underlying investment markets and low levels of transactional activity, limiting liquidity. One of the bright spots was private credit, where rate increases led to some of the highest expected returns since before the global financial crisis.
L&G
Tuesday 4th June 2024
DISCLAIMER
By downloading content from this page, you agree for the cio investment club to share your contact details with L&G so they can add you to their marketing contact list. The views and opinions expressed here are those of L&G and may not represent the views of the cio investment club.
