Quarterly Report
PMA Quarterly Outlook: European Exceptionalism?
European euphoria is overdone. The most exceptional asset class in Europe is Infrastructure, but granular opportunities span other asset classes by sector and country. Venture Capital is a North America and Asia-Pacific play. We downgrade Private Credit, and upgrade Global Buyouts. Time to take profits on Long-Short Equity Hedge Funds.
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BCA Research | Private Markets & Alternatives
Public-private allocation guidance, capital market assumptions, and strategic insight to help investors build forward-looking portfolios they can act on and defend.
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