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The appeal of private assets in 2024
The macro environment in 2024 will likely spur demand for private assets from all types of investors in our view. This paper highlights the investment outlook for infrastructure, real estate, private credit, natural capital and the trends supporting private market investments in the coming years.
- While interest rates and inflation may have peaked or plateaued in many major economies, they are expected to remain at elevated levels in 2024. At this stage of the cycle, concerns remain about the pace of economic growth.
- In this higher-for-longer interest rate environment, private market assets — infrastructure, private credit, real estate and natural capital — can offer attractive risk-adjusted returns, income, diversification and potential for inflation hedging.
- Government policy and regulations that encourage energy security and the transition to a low carbon economy provide further support to these asset classes.
- Experienced managers of alternative assets will continue to develop investment vehicles that allow private investors to access the benefits of private markets.