SuperReturn’s Post

What’s in store for private markets? High interest rates are prompting LPs and GPs to take a long, hard look at their portfolios and at where they will invest over the coming cycle. So, what could be the impact on private markets over the year to come? Find out by reading our latest LP magazine >> http://spr.ly/6047X0Qed #SuperReturn #LPmagazine #privatemarkets

Introducing the brand new SuperReturn LP Insights magazine! In this edition, we speak to LPs and GPs about the latest developments in North American private markets. Get the latest updates on the impact of high interest rates in private capital, a slowing secondary market, how LPs can move the needle in DEI, the road to net-zero and much more! Take a read to hear from leaders in North American private markets: http://spr.ly/6041XdwkT #SuperReturn #NorthAmerica #privatemarkets #privatecapital #secondaries

This Livewire Markets article covers some of Don Hamson's insights into #ASX dividend income shared at last week's Pinnacle Investment Management Group Insights Series event. It was great to see so many of our valued clients at the events in Sydney, Melbourne and Brisbane. You can watch a replay of the full presentation on our website: https://lnkd.in/gvEwtEYv #dividends #income #investing

🔄 Shifting Investor Mindset: Embracing Realistic Returns 🔄 As we move beyond the “era of free money,” projected returns are adjusting. The days of 30%+ returns on value-add LP investments are behind us, particularly following the market turbulence of 2022. Historically, annual returns for public equities and private real estate have averaged 5-15%. According to the 2024 EquityMultiple Second Half Outlook Report, the new norm sees core/core-plus LP equity yielding 15-20%, while value add and opportunistic strategies may target 20-25% IRRs. It’s time to recalibrate expectations and adapt to this evolving landscape for sustainable growth! Check out Viking Capitals' open investment opportunities now: https://vikingcapllc.com/ 🔗 Link in Bio #passiveinvesting #passiveincome #buildingwealth #multifamilyinvestor #investing #realestateinvestor #propertyinvestment #investmentopportunity #investmenttips

Centre Funds' James Abate On Bloomberg Radio - When Will The Much-Anticipated Broadening Of The Stock Market Rally Away From The Magnificent 7 Companies Occur (If At All)? - March 17, 2024 #mutualfunds #investing #investmentmanagement #equities #fundamental #bottomup #interestrates #inflation #recession #bloomberg #bloombergnews

Our latest forward-looking view of risk and return remains flat relative to historical norms, and can be attributed to higher yields lifting the expected return of fixed income assets, as well as the strong price appreciation of equities in recent quarters outpacing fundamentals. PineBridge’s Global Head of Multi-Asset @Michael Kelly explains how these trends are driving asset allocations over a five-year horizon. https://lnkd.in/eGuCNSRT #investing #equities #fixedincome #commodities

Market Efficiency, Passive Investing and the performance of #MedallionFund. Latest #ReflectionsOnInvesting from @CornellCap. https://lnkd.in/gnAzQcky.

In a rapidly evolving financial landscape, traditional stocks and bonds may not always offer the security and growth we're aiming for. This insightful article by TIME dives deep into the world of alternative investments, highlighting the importance of diversification in building resilient portfolios. 📈 Whether it's real estate, private equity, or commodities, these non-traditional assets provide unique opportunities to mitigate risk and achieve potentially higher returns. But, as with any investment strategy, careful due diligence is crucial. Knowing the risks, understanding liquidity constraints, and staying attuned to market trends can make all the difference. 💡 How are you diversifying your portfolio in this dynamic financial environment? #AlternativeInvestments #PortfolioDiversification #InvestmentStrategy #WealthManagement

Fixed income is a sector where we know the potential upside, and at the moment with yields where they are, there is a lot more potential upside than we have sustainably seen for a long time.

Every year, #KnightFrank, produce and publish the 'Wealth Report', focused predominantly on the global property markets, it also looks at #AlternativeInvesting opportunities and how they have performed. Have a look at the key details for yourself here: https://lnkd.in/eATwZDjK In the meantime, to better understand less-tangible assets and more structured #AlternativeInvestments, contact one of our team for a free consultation. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | [email protected] #Investments #Investing #Wealth #FinancialGoals #FinancialSuccess #FinancialFreedom #QuantCapitalMarkets