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As more and more companies are choosing to remain private for longer, the Private Equity (PE) opportunity can no longer be ignored. In an increasingly VUCA world, PE remains a sustainable source of alpha, still able to access proprietary deals leveraging asymmetric information, at a time when public markets have become a technological and AI-driven arms race to rapidly process near perfect information availability. The opportunity cost of not being invested in PE is too high. Its inclusion as an alternative asset in portfolios is an out-of-date approach that does not consider secular trends in companies staying private and the unfolding democratisation of PE. - Watch MLC Asset Manaegment's David Chan and earn 0.50 CE/CPD hrs on Portfolio Construction Forum
By Portfolio Construction ForumAs more and more companies are choosing to remain private for longer, the Private Equity (PE) opportunity can no longer be ignored. In an increasingly VUCA world, PE remains a sustainable source of alpha, still able to access proprietary deals leveraging asymmetric information, at a time when public markets have become a technological and AI-driven arms race to rapidly process near perfect information availability. The opportunity cost of not being invested in PE is too high. Its inclusion as an alternative asset in portfolios is an out-of-date approach that does not consider secular trends in companies staying private and the unfolding democratisation of PE. - Watch MLC Asset Manaegment's David Chan and earn 0.50 CE/CPD hrs on Portfolio Construction Forum