Center For Investment Excellence Macro pressures affecting private markets
Oct 4, 2022
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss macro pressures affecting private markets including slower growth, risk of recession, higher interest rates, and challenges for private equity managers in a high inflation environment.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Macro Pressures and the Impact on Private Markets
04:15 • 4min
Owning Operating Businesses with Scale and Diversified Assets in Private Infrastructure
08:37 • 2min
Challenges of Private Equity Managers in a High Inflation Environment
10:57 • 12min
Analyzing Macro Pressures Affecting Private Markets
23:06 • 4min