Investor Outlook: H2 2024

In our latest survey, investors indicated they were holding steady on long-term allocations to private capital as uncertainty over interest rates, the exit environment, and geopolitical environment remains.

• Over half of survey respondents expect real estate performance to improve over the next 12 months.

• The proportion of investors anticipating better private equity performance over the next year has jumped to 45%.

• Asset-backed lending shows the most promise among emerging strategies in private debt.

• Infrastructure investors signal an uptick in risk appetite, with a falling interest in core and more attention on core-plus.