2022 GLOBAL MACROECONOMIC OUTLOOK
In this mid-year follow-up to our annual macroeconomic analysis, we analyze current economic trends, including inflation and stagflation trends, and provide an update on the market.
Geographic Diversification in Private Equity Markets
2022 GLOBAL MACROECONOMIC OUTLOOK
Developed with Oxford Economics, this report makes the case that a rapidly changing global private market landscape places a strong emphasis on minimizing investment risk and diversifying portfolios.
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS
To fully harvest value from private markets we believe strategic asset allocation and active portfolio management are crucial. At Ben, we call this framework “Total Portfolio Management.”
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS
What role does foreign exchange risk play in minimizing overall investment risk when considering geographic diversification of a private equity portfolio?
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS
What role does foreign exchange risk play in minimizing overall investment risk when considering geographic diversification of a private equity portfolio?
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS
We consider the current global macroeconomic environment of high valuations in order to develop private market baseline and bear forecasts.
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS
We consider private equity diversification over the next five years across key global regions to develop baseline forecasts for GDP and inflation.
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS
We make the case that a rapidly changing global private market landscape places a strong emphasis on minimizing investment risk and diversifying portfolios.
