Streaming Income - A Podcast from Barings Three Opportunities in Private Equity & Real Assets
Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets, including: emerging managers, continuation vehicles and "real assets 2.0."
Episode Segments:
(01:40) – 3 themes to watch – the denominator effect, valuations & inflation
(08:53) – Opportunity #1: Emerging Managers – what history tells about emerging, women & diverse managers
(17:41) – Opportunity #2: Continuation Vehicles – understanding the attraction
(24:22) – Opportunity #3: Real Assets 2.0 – defining it and understanding the opportunity
(28:45) – Considerations for investors managing a private equity allocation
Related content:
Don’t Judge a Fund By Its Number
Understanding the Attraction of Continuation Vehicles
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