We all know that markets are particularly choppy and unpredictable right now. Buffeted by major geopolitical stresses, and against a backdrop of rising inflation and higher interest rates, investors may find it difficult to know which way to turn. So, what does this mean for private equity performance? How do you navigate the current environment and what does history show us about trying to time the market?
In our paper, Investing in periods of uncertainty, we explore these dilemmas and look at how private markets, with their long-term, active-management approach, have shown resilience during and after times of weaker economic performance. We also explain why deploying capital consistently through market cycles, with top-tier private market managers, and in a thoughtful and diversified manner, can help investors navigate some of the pitfalls.