Investment Perspectives
OUR LATEST INSIGHTS ON ALTERNATIVE INVESTMENTS
OUR LATEST INSIGHTS ON ALTERNATIVE INVESTMENTS
2024 Market Outlook: Can Alternatives Offer Investors a Path Towards Normalcy?
We briefly discuss the events of 2023 and share a video a recap from our Annual Forum, where several senior members of our Investment Team discussed where they are seeking opportunities throughout the remainder of the year.
Discipline, Expansion, and Extraction: The Insurer’s Guide to Unlocking Value in Alternatives in 2024
We build on our perspectives from last year and address what we believe are three key themes for insurance investors entering 2024: maintain investment discipline, expand the investment universe, and extract incremental value from capital and partners.
Overallocated to PE? How Co-Investments Can Help Maintain Vintage-Year Exposure When Investment Dollars Are Scarce
In today’s market, many institutional investors are contending with overallocation to private capital strategies. Here, we discuss how co-investing can help them refrain from pausing new investments and maintain exposure to potentially high-performing vintages, even when investment dollars are scarce.
The Rise of GP Seeding as an Institutional Asset Class
We explore why we believe GP seeding is playing a role of growing importance and establishing itself as a key asset class within the private equity industry.
Making The Case for Diverse and Emerging Managers: A Conversation with Peter Braffman, Managing Director, Real Estate Investments, GCM Grosvenor
GCM Grosvenor truly has a long history of sourcing, investing with and scaling emerging and diverse managers platforms. Over the years, the firm has built a practice focused on investing in and developing emerging and diverse managers and currently counts several of the nation’s largest pension systems including Teacher Retirement of Texas and others as its investors. Join us for a special interview with Peter Braffman, Managing Director, Real Estate Investments at GCM Grosvenor, whose team has mapped the emerging and diverse market for over a decade by tracking and collecting qualitative and quantitative data on the manager universe, as he shares his findings and makes a compelling case for investing with diverse and emerging managers.
Have Your Cake and Eat it Too: Unlocking the Value of Middle Market Co-Investments
We explore two segments of the market in which we believe there is a particular opportunity to “have your cake and eat it too” by both buying at an attractive entry price as well as partnering with the right sponsor to drive value creation. These two segments are family-owned businesses and public-to-private transactions.
What Makes GP-Led Secondary Transactions a Compelling Opportunity?
We discuss how GP-led secondaries differ from traditional LP-led deals, and why we believe they present a compelling opportunity in the infrastructure space.
Widening the Lens of Private Credit Through Co-Investing
Here we spotlight three market trends that are currently creating opportunities in private credit and examine certain execution challenges that have precluded many investors from implementing credit co-investments. We also discuss why we believe GCM Grosvenor is well-suited to mitigate these challenges and deliver the benefits of private credit co-investing to our clients, in ways that suit them best.