Research Team Update

Private Markets

April 2020

Private Markets - Research Team Update - COVID-19 (Coronavirus)




How are infrastructure, real estate, private credit and private equity performing through the crisis? Read the latest commentary from the our research team.


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IN THIS PAPER

Manager performance: the crisis is bringing wide variation in manager outcomes, underscoring differences in technical capabilities, underwriting practices and asset management skill.


Valuations: which sub-sectors are seeing the most significant mark-downs to date and which are most robust? How meaningful are the latest figures and what’s expected going forwards?


Deployment: where has deal-making slowed down, and where are managers currently identifying the most attractive opportunities? What are the key risks to watch out for?




WHY DOWNLOAD?

Initially, the turmoil of public markets appeared to reinforce the attractions of illiquid investment. Yet the true picture will be clarified in the coming months. Private markets are closely linked to the real economy: while they can provide some immediate resilience to GDP and inflation shocks they can’t escape them, and some sub-sectors are more exposed than others. They are also potentially vulnerable to technical factors such as credit availability.


bfinance research notes provide the latest insights on markets and managers across all major asset classes.




 

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This commentary is for institutional investors classified as Professional Clients as per FCA handbook rules COBS 3.5R. It does not constitute investment research, a financial promotion or a recommendation of any instrument, strategy or provider. The accuracy of information obtained from third parties has not been independently verified. Opinions not guarantees: the findings and opinions expressed herein are the intellectual property of bfinance and are subject to change; they are not intended to convey any guarantees as to the future performance of the investment products, asset classes, or capital markets discussed. The value of investments can go down as well as up.

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