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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

Absolute Return Strategies

We offer clients a broad range of tailored solutions across strategies, including multi-strategy, macro, relative value, long/short equity, quantitative strategies, and opportunistic credit. Levaraging our large scale and presence in the industry, we are able to offer clients preferntial exposure to hard-to-access managers and seek to obtain terms that can drive economic and structural advantages.