Bloomberg Surveillance
The Latest Swing State Poll & Markets Price in Trump-Harris
Oct 24, 2024
Anastasia Amoroso, Chief Investment Strategist at iCapital, shares insights on the growing demand for private equity and credit, exploring their potential to stabilize investment portfolios. David Gura discusses the latest polling trends for the competitive 2024 election, emphasizing swing states like Georgia and Pennsylvania. Dan Ives analyzes Tesla’s strong performance and Apple’s market strategy, particularly in China. Nadia Calvino discusses the European Investment Bank's efforts in supporting Ukraine and promoting sustainable investments amid global economic challenges.
32:49
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Quick takeaways
- The increasing demand for private investments, especially in private equity and credit, is driven by their resilience during market downturns and better risk-adjusted returns.
- Concerns regarding liquidity and transparency in private investments highlight the need for informed decision-making amidst shifting expectations for lower returns from public equities.
Deep dives
Rising Demand for Private Investments
There has been a significant increase in demand for private investments, particularly in private equity and private credit markets. This trend has been observed over the past decade, but it has noticeably accelerated in the last few years. Investors have become attracted to alternative investments due to their resilience during market downturns, especially highlighted by the performance of private strategies in 2022 when traditional 60-40 portfolios suffered losses. As investors seek diversification and higher returns, the allocation towards private credit and equity is growing, with private equity now accounting for nearly half of the flows observed on investment platforms.
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