Zooming In on Navigating Challenges and Leveraging Opportunities in Private Equity
Amidst heightened uncertainties around tariffs and geopolitical conflicts, diversification has become an important aspect of portfolios. The recent sell-off across US equities and US Treasuries and a heightened positive correlation between them suggest that a traditional 60/40 portfolio might not be diversified enough. Hence, adding private equity exposure in portfolios can help to weather the volatility ahead while earning stable returns.
In the first episode of our Zooming In series in 2025, we explore how can investors navigate challenges and seize opportunities in private equity to achieve portfolio diversification. Watch Neha Sahni, Director, Global Market Strategist, engage in an interesting discussion with Mathieu Forcioli, Global Head of Alternatives.