Private Markets in 2026: Why Selectivity, Not Exposure, Will Drive Returns
As private markets enter 2026, investors face an environment that is neither distressed nor forgiving. Monetary policy is easing, but cautiously. Inflation is moderating, but remains structurally higher than in the post-GFC period. Growth is positive, but increasingly narrow. Our view is that this is not a backdrop that rewards broad exposure. Instead, it is one that amplifies dispersion and places a premium on execution, pricing discipline, and control over value creation. Growth is real –...
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