Three Opportunities in Private Equity & Real Assets

Streaming Income - A Podcast from Barings

Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets, including: emerging managers, continuation vehicles and "real assets 2.0."

Episode Segments:

(01:40) – 3 themes to watch – the denominator effect, valuations & inflation

(08:53) – Opportunity #1: Emerging Managers – what history tells about emerging, women & diverse managers

(17:41) – Opportunity #2: Continuation Vehicles – understanding the attraction

(24:22) – Opportunity #3: Real Assets 2.0 – defining it and understanding the opportunity

(28:45) – Considerations for investors managing a private equity allocation

Related content:

Don’t Judge a Fund By Its Number

https://www.barings.com/guest/perspectives/viewpoints/don-t-judge-a-fund-by-its-number-what-lps-often-overlook-in-fund-selection

Understanding the Attraction of Continuation Vehicles

https://www.barings.com/guest/perspectives/viewpoints/understanding-the-attraction-of-continuation-vehicles

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