11 January 2022

Real Assets 2022 outlook: all change

The growth in private markets, helped by institutional participation, has been one of the most prominent investment themes of the past decade. 

Real estate outlook 2022

Private equity assets under management have increased by a factor of nine since 2000, compared to three for public equity*. COVID-19 did nothing to disrupt the trend and we expect growth to continue in 2022. 

This is often put down to the search for yield, diversification, cashflow and secure income. That said, these factors don’t necessarily explain why private markets, with their relatively higher complexity and trade-offs in terms of liquidity, have garnered so much attention. So, what has changed to make the structural characteristics of private markets more attractive?

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*World Federation of Exchanges and Preqin as at end of 2020.