
Ep.58: From Allocator to Investor: A CIO’s Take on the Future of Private Capital - Mark Shoberg - Partner/CIO - Capital Creek Partners
The Distribution by Juniper Square
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Navigating Investment Opportunities in a Shifting Economic Landscape
This chapter analyzes the investment landscape for 2025 and 2026, focusing on macroeconomic factors like interest rates and inflation. It highlights potential opportunities in various sectors, including U.S. businesses and aerospace, while weighing the optimistic outlook for real estate against inflation and regulatory challenges.
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