Welcome to the latest edition of the Private Markets Profile.
Private credit is a popular asset class right now, and is the main focus of this issue. We explore how and why private credit has grown in importance, and ask whether it is now a solid inflation hedge.
View Private Markets Profile Q1 2024 edition here or click on the cover image below. We have used our new dynamic digital platform for the first time. The publication can be navigated using the keyboard’s arrow keys, by scrolling as in a normal web page, and by using the black menu bar at the bottom of the screen. Start here and press the > button in the menu at the bottom of the screen to access the contents page and move through the publication.
In our main interview, we discuss the appeal of the asset class with Gordon Ross, CIO at LGPS Central, which invests on behalf of eight local government pension funds in the West Midlands and has recently placed significant investments in private credit.
We also get the thoughts of LPPI’s Andrew John and Hymans Robertson’s Penny Cochrane as they assess different strategies and the future of private credit, while Pemberton Asset Management has provided an excellent piece on building resilient and diversified income streams from private debt.
This issue also explores exactly what LGPS investors are planning to do with their allocations as we continue our in-depth look at private credit.
Another feature explores how LGPS investors are overcoming the challenges of data disclosure in private markets and are pushing for greater transparency.
A fascinating Q&A with Matthew Corbett, Partner for Agriculture at Fiera Comox Partners, in which he explains why the firm’s equity partnership model for agriculture offers investment opportunities for the LGPS, rounds out this issue. We hope you enjoy reading it.
Click here to read the Q1 2024 issue of the Private Markets Profile.
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