In response to the pandemic, most of the developed world has initiated quantitative easing and other overbearing fiscal and monetary policies. Oversupply has brought about inflationary concerns, which, coupled with low interest rates, have made bond markets less attractive. To compound matters for traditional investors, stock markets are overvalued, consistently breaking historic highs.
Given this difficulty, many institutions are increasing private investment allocations, replacing existing traditional investments. Covid-19 gave investors a good backdrop to rationalise increasing allocation to private assets. Private debt in particular has come to the fore. In a long-lasting low interest rate era, the asset class has been resilient, while providing better returns and boosting diversification. And the various tranches provide different maturities, yields and risk profiles. Investors are waking up to the potential of the asset class in their tactical and strategic allocation strategies.
The Private Asset Investment Week will convene the largest asset owners and renowned investment managers to discuss current and future private debt investment strategies, and due diligence processes to build resilient and inflation-hedged portfolios and specific private debt investment opportunities amid this unprecedented time.
From September 13 to September15 2021 (10:00am to 11:40am each day)
Day 1, September 13, 2021
Momentum overdrive in private credit
Day 2, September 14, 2021
Spotlight on corporate private debt
Day 3, September 15, 2021
Real asset debt: Secure and stable income
Chief investment officer
BOC Group Life Assurance
Alternatives advisor to Royal Mail Pension Plan and managing director