LP power shift means traditional allocation trends can no longer be assumed
How confident are LPs today as they assess their private markets portfolios and try to determine what the best path should be? It is a big question, made all the harder by the growing sense of uncertainty ahead of a historic period of global elections where more than 2 billion people will cast their votes.
“Although our intellect always longs for clarity and certainty, our nature often finds uncertainty fascinating.” – Karl Von Clausewitz, Prussian general and military theorist.
Even though private equity still dominates total industry AUM like Jupiter dominates our solar system, some investors are finding virtue – and confidence – in other alternative assets such as private credit and infrastructure.
