Tag Archives: private equity
Evolving Index Solutions Are Bringing Transparency to Private Markets
The investment landscape is undergoing a marked transformation as the private markets space has generated increasing interest among new classes of investors. This shift reflects a broader rethinking of diversification, return potential and portfolio construction strategies. As interest in private equity and private credit continues to expand, S&P Dow Jones Indices (S&P DJI) is positioned…
- Categories Equities
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Unlocking Deeper Insights in Private Markets
Meet the Cambridge Associates Private Markets Benchmark Calculator, a new tool designed to help investors make more informed decisions and bring greater clarity and deeper insights to private markets.
- Categories Equities, Fixed Income
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When Private Goes Public: Inside the S&P Listed Private Equity Index
The private equity (PE) industry has experienced a notable shift with a growing wave of high-profile public listings worldwide. This trend traces back to the mid-2000s, with Blackstone being among the first major firms to list its shares on the NYSE. This unlocked an era where industry giants such as KKR and Carlyle followed suit…
- Categories Equities
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- Equities
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The Future of Private Credit
In recent blogs we examined why private credit has been growing, as well as the potential opportunities and risks associated with the asset class. Now, we turn to the future of this evolving market, examining the trends shaping its growth, the role of institutional investors and how private credit may continue to develop as a…
- Categories Fixed Income
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Potential Opportunities and Risks of Private Credit
The private credit market has seen significant growth in response to regulatory shifts, pursuit of yield and increased awareness of its unique characteristics. A previous blog explored its rise, and in this post, we will analyze private credit’s comparative performance, consistency and correlation to public markets—particularly broadly syndicated loans (BSL), which share private credit’s illiquidity…
- Categories Fixed Income
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Private Credit vs. Public Debt and Traditional Financing
The private credit market has grown significantly, becoming a key component of the global financial landscape. Traditional banks have tightened lending practices due to increased regulatory scrutiny and risk aversion following the 2008 Global Financial Crisis. In response, private credit has emerged as an alternative for businesses facing challenges in securing financing from traditional sources….
- Categories Fixed Income
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Evaluating Private Markets with Benchmarks
Collectively, private markets make up one of the fastest-growing market segments, but they have historically been characterized by opacity and inaccessibility. This is changing, thanks in part to evolving private market benchmarks that focus on strategy-specific performance. In our first blog, we summarized the performance of a collection of private market benchmarks. In this blog,…
- Categories Equities
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2023 Performance of Private Markets Benchmarks: A Mixed Bag
In this blog, we summarize annual returns for a collection of private market benchmarks and frame recent performance against that of public market benchmarks.1 Private Equity and Venture Capital Venture Capital faced severe headwinds relative to Private Equity in 2023. Through the first three quarters, Venture Capital funds from the U.S., Europe and Asia/Pacific largely…
- Categories Equities
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Average Performance
This morning’s Wall Street Journal advised us that the performance of many large institutional investors has lagged that of the equity market since the beginning of the recovery five years ago. The Journal attributed this performance gap to institutions’ moves into alternative investment categories such as hedge funds and private equity. The explanation may be…
- Categories Equities, S&P 500 & DJIA, Strategy
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