DDQ INVEST’s Post

Private Equity adds diversification to an investor’s portfolio due to it’s low correlation to other asset classes. Investors can also expect to achieve more consistent returns across different economic cycles. Hui Qing Chua shared with Danny Lee and myself about Neuberger Berman's Private Equity fund which allows Individual Investors access to a diversified Private Equity portfolio. Some of the key benefits that stand out for us are: - Professionally managed portfolio - Diversified with no lean towards regions or sectors - Monthly Liquidity Investing with Voda Branch #PrivateWealth #PrivateEquity #Diversification #AlternativeInvesting

EXCLUSIVE UBS is reorganizing its global wealth management arm in the first major move by its new leaders Rob Karofsky and Iqbal Khan, pursuing its long-standing aim of bringing more investment services to its ultra-rich client base. As part of the move, UBS will create a new unit — dubbed GWM Solutions — that will bring various wealth offerings under one roof, according to a memo seen by Bloomberg News. by Jan-Henrik Förster Myriam Balezou #Switzerland

- Growth, value or a blend, which style will be most beneficial for portfolios in 2024? - Which equity region is offering the most attractive opportunities for investors in 2024? - In an environment of higher interest rates, have you changed your underlying portfolio composition? - Coupons or dividends, which will offer investors the most attractive source of income in 2024? All questions we'll be putting to the experts at the #RSMR London conference on 6th March. Have you registered yet? https://lnkd.in/ea5PrifM #investmentconference #portfoliopositioning #abrdn #invesco #goldmansachs #axainvestmentmanagers

Secondaries - such a hot topic these days! “We are seeing that managers are simply calling more capital than they are giving back, in part because they recognize that they have to start putting all the capital they have raised to work as investment periods continue to tick by,” says Jochen Mende, Head of Private Equity Secondaries at UBS Asset Management. Read the full roundtable at https://bit.ly/4fazyyx #PrivateMarkets #AssetManagement #PrivateEquity #ShareUBS

Delve into the growing importance of semi-liquid secondaries funds in the private equity sector. This article, authored by Markus Benzler and Michael Brunner of UBS Asset Management, covers the substantial growth of the secondary market, which reached $68 billion in volume during the first half of 2024. Learn how these funds are becoming an attractive option for institutional and retail investors alike as they navigate the evolving landscape. https://lnkd.in/dky5FvK9 #limitedpartner #limitedpartners #LP

The secondary market is on track for a strong year. According to a report by BlackRock, the first half of 2024 saw widespread adoption of the secondary market by both limited partners (LPs) and general partners (GPs), driving substantial growth in transaction volumes. With momentum building, total closed transaction volume is expected to surpass $140 billion by year-end, breaking the previous record of $132 billion set in 2021. You can read the full report here: https://lnkd.in/gMbF_j7M The secondary market continues to be a powerful tool for liquidity and portfolio management. What opportunities do you see for investors as the market evolves? ——— At AXIS Group Ventures, we specialize in global debt placement and private market secondaries for VC- and PE-backed companies. Learn more about us here: www.axisgroupventures.com. #privatemarket #secondaries #venturecapital #privatecredit #privateequity

Fundraising has slowed as has M&A – S&P Global estimates that global private equity and venture capital volume fell 61% in 2022 versus the prior year and 65% in 2023 versus 2022. Where do you think the 2024 volume will be relative to 2023? As voted by the delegates attending the panel Health Check: Corporate Credit Performance and Alternative Lending Developments with Ruth Yang MD at S&P Global Ratings, Trevor Clark Managing Partner at TPG Twin Brook Capital Partners, Alex Chi Co-Head Americas Direct Lending at Goldman Sachs Asset Management, Timothy Lyne, CEO at Antares Capital LP, Mark Gertzof, Head of Origination at The TCW Group Private Credit and Alan Schrager, Senior Partner and PM at Oak Hill Advisors, L.P. LSTA DealCatalyst #PCDL2024 #Privatecredit #directlending

The latest episode of the Alpha Exchange is here, a conversation with Lori Calvasina, the Head of US Equity Strategy at RBC Capital Markets. We talk about how the valuation premium of the Mag7 makes sense in light of the earnings growth premium and her model for an implied market multiple. We also explore her work on sentiment and positioning. Hope you enjoy! https://lnkd.in/eEWaVkgm

Series : Insights on the Surge in Secondary Market Transactions in Private Equity Part 1: Understanding the Rise of Secondary Market Transactions The private equity secondary market is experiencing unprecedented growth, driven by Limited Partners (LPs) seeking enhanced liquidity and portfolio rebalancing. Secondary transactions facilitate strategic access to existing LP interests, enabling efficient portfolio management. Notable examples include the recent sale of LP stakes in prominent funds like Blackstone's BCP VII and Vista Equity Partners' Fund VII, showcasing the increasing demand for secondary offerings. This evolving trend is reshaping the private equity landscape, offering investors increased flexibility and optimization opportunities. Several factors are contributing to this surge, including the maturation of private equity funds, evolving regulatory frameworks, and the increasing sophistication of secondary market participants. However, alongside the benefits, there are inherent risks such as potential mispricing, illiquidity concerns, and counterparty risks that warrant careful consideration. In the coming days, we will delve deeper into the intricate factors driving this trend, the strategic opportunities it presents for investors, and the potential risks involved. Stay tuned for a comprehensive analysis. #PrivateEquity #SecondaryMarket

Secondary market transactions, often referred to as “secondaries,” involve the trading of existing investment fund shares. These shares offer intriguing opportunities for investors to enhance their portfolio returns, particularly in the private debt landscape for the time being. By Anselm Feigenbutz, Joaquin Ardit and Kulbhushan Kalia, Senior Portfolio Managers at Allianz Global Investors #Secondaries #PrivateDebt #PrivateMarkets