Why Invest in Secondaries?
In the video “Why invest in Secondaries?”, our Partner, Derek Snyder, underlines the relevance of the secondary market in the current context of declining global distribution volume and liquidity, exploring the fundamental reasons behind the great opportunity to invest in secondaries today.
Private Infrastructure: Continued positive trend through the choppy macro environment.
Private Infrastructure: Continued positive trend through the choppy macro environment Since February of 2022 we have witnessed a fast-paced change in the interest rate landscape in Europe and in the US. During this period traditional fixed income strategies have largely underperformed private credit. However, once rates approached 4%-5%, investors have taken advantage of these higher […]
Is it Time to Invest in Private Loans?
Is it Time to Invest in Private Loans? Since February of 2022 we have witnessed a fast-paced change in the interest rate landscape in Europe and in the US. During this period traditional fixed income strategies have largely underperformed private credit. However, once rates approached 4%-5%, investors have taken advantage of these higher nominal rates […]
Why Invest in Private Markets?
Why Invest in Private Markets? In this video, Pilar Junco, Managing Partner and Chief Client Officer at AltamarCAM, shares her vision on why private assets are essential in portfolio construction, due to higher returns than listed assets, access to investments closely linked to the real economy and a superior risk/return profile. IMPORTANT NOTICE: This document […]
Capturing the Mid-Market Opportunity
Capturing the Mid-Market Opportunity Private equity is the main way for investors to systematically achieve diversified access to the large middle market segment and its significant potential. Just a small fraction of these companies is quoted in public markets. Private equity managers are able to unlock the extraordinary potential of these companies with a unique […]
AltamarCAM’s Views on Secondary Market
AltamarCAM’s Views on Secondary Market The secondaries market has experienced high growth over the years and still has great potential. It plays a key role in providing liquidity to LPs and GPs, especially important in the current environment. Within the secondary market, GP-Leds have increased their share of the market over the last years. This […]
Past, Present and Future of Private Markets
Past, Present and Future of Private Markets During the last AltamarCAM Annual Meeting held on June 1st, a conversation took place between Tony James (former Chairman and former COO of Blackstone) and José Luis Molina (Global CEO of AltamarCAM), in which they talked about private markets and, more specifically, growth drivers for the industry, the […]
Galdana’s take on AI
Galdana’s take on AI Artificial Intelligence (AI) represents another paradigm shift that will also have a major impact in shaping our society from here onwards. It is a transversal theme with a deep impact beyond the technology sector itself. It will transform how we work and play, will boost productivity across the whole economy and […]
Factoring ESG in Investment Decisions
Factoring ESG in Investment Decisions The relationship between ESG criteria and investment returns is a growing topic of debate in the private asset sector. AltamarCAM has conducted a preliminary analysis to investigate whether there is a correlation between ESG scores and the financial performance of the underlying funds in your portfolio, and although no significant […]
Private Equity Cash Flows in Times of Upheaval
Private Equity Cash Flows in Times of Upheaval Buyouts experienced sharp falls in activity from peak to trough the year following the beginning of the dotcom bubble crisis, in 2001, and the GFC crisis, in 2009. Capital calls fell an average of about 50% from peak to trough while distributions declined between 60% and 82%. […]
