Why alternatives are still relevant
Investors like clarity
Investors like clarity. Whether it’s clarity of something that’s either positive or negative is largely irrelevant. Decisions can be made with any outlook in mind. In our view, 2024 could be a year where investors get the clarity they need. We are likely to see greater clarity around the macro-outlook and this could provide conditions for recent fund vintages to potentially be good performers. Should it evolve this way, investors might be able to take advantage of lower asset prices, balance sheet restructuring, distressed asset sales and discounts in secondary markets. After a further challenging year in 2023, we believe activity could begin to increase in 2024.
Read our paper to find out why we believe that alternatives are still relevant.