Money Undercover: The State of Private Equity

The transcript discusses the current trends and challenges in private market valuations, highlighting the lag in private markets compared to public ones. It explores the impact of COVID-19 on valuations, the potential investment opportunities in a high-interest rate environment, and the growing interest in private credit over private equity. The discussion also touches on the importance of asset mix and the expectations of institutional investors regarding yields.

What implications does the increased interest rate environment have on private equity valuations?

How do institutional investors view the relationship between private credit and fixed income exposure?

What expectations do investors have regarding their illiquid book and its returns?