Alternative assets have grown to over $20 trillion in AUM as investors flock to private markets to capture attractive risk/return opportunities and tap into a universe of continued product innovation. Private equity, private credit and infrastructure are evolving at different speeds but collectively they offer investors an important diversification tool to compliment their exposure to more highly liquid hedge fund strategies.
With global megatrends (digitization, green energy) shaping the future of civilization, alternative assets should be ideally positioned to ride the wave of private investment over the coming years.
As evidenced in the iConnections Institutional Investor Outlook Survey 2024, LPs are broadly optimistic for the next 12 months, as they build their strategic asset allocations.
