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Transcript
Chapters
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What are the key findings from your February 2020 paper?
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What are your thoughts on private equity and distressed debt as crisis investments?
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Were your conclusions validated in March 2020?
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How did private equity perform in March 2020?
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What returns did private equity investors expect?
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How have value and growth performed coming out of the crisis?
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What do low bond yields signal?
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What macro regime are we in?
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What are your thoughts on China's crackdown?
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Will you step in an invest in China?
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How do you invest in emerging market debt?
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How did sovereign bonds perform in March 2020?
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What do you think about inflation?
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Do you think the stock market can continue higher?
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What is the most under-allocated place in global markets?
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What are your final thoughts for investors?
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Has private equity improved as an investment?
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What is the state of debt to EBITDA multiples in private equity?