Insights into 2024: Private Markets, Interest Rates and Investment Opportunities

During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices’ Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA, kick off the year by examining the private markets. They specifically explore potential opportunities and challenges in private credit, secondaries, real estate and commodities, providing valuable insights for navigating the ever-evolving economic terrain.

Key Topics Addressed in this Episode:

• Historical Performance of Capital Markets in Q4 2023: The hosts discuss the impressive performance of capital markets, particularly public markets, in the fourth quarter of 2023.
• Expectations Around Interest Rates and Central Bank Actions: They examine the shifting expectations regarding interest rates and how central banks worldwide may respond.
• Impact on Private Markets as We Enter 2024: Insights into the challenges and opportunities emerging as we enter 2024 with revised expectations on interest rates.
• Opportunities in Private Credit and Secondaries: Zeuner and Farrell discuss the dynamics favoring private credit and secondaries in the current economic environment.
• Real Estate and Commodity Dynamics in Higher Rate Environment: Analysis of the challenges real estate and commodity investments face amid rising interest rates and lack of transaction activity.

If you have any questions regarding how to navigate the private markets amid evolving interest rate scenarios, please do not hesitate to contact us.