Introduction
Alternative assets are projected to represent 20% of global AUM by 2030, driving asset manager consolidation and partnership strategies over the coming years as traditional asset managers move deeper into private markets in response to investor demand.
Citing a recent institutional client survey, the CEO of a large UK asset management firm told delegates during a Private Markets & Alternatives session at IMpower FundForum that more than 70% of investors think private markets will outperform public markets over the next five years.
A stable interest rate environment conducive to infrastructure and real estate investments
Government policies and spending programs, particularly in Europe, that support infrastructure and defence sectors
Diverse opportunities across private market segments, including debt and equity, with emerging areas like electric vehicle charging and carbon capture still in early stages but expected to grow