26
Apr
LP insights- asset allocation in times of volatility
With $3.6 trillion of dry powder globally, the private equity market is well-positioned ride out current market dislocations and prepare for recovery. Despite the challenges, LPs remain committed, with many investors overallocated towards private equity. However, slowing exits and the prospect of a recession is prompting LPs to rethink commitments in the short term. A panel of top LPs will share their views on capital allocation and portfolio construction in the region during volatile times.
- What constraints are LPs facing, and what are the top LP concerns affecting allocation decisions in 2023?
- What strategies and sectors are investors prioritizing as they navigate the current market, such as lower and mid-market buyouts?
- Given the crowded fundraising market, do we expect to see more competition for LP allocations, and will LPs choose to prioritize re-ups over new GP relationships?
- Will investors tread cautiously in the next 12 months amidst macroeconomic uncertainty?
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