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Private Markets Navigator: Economic scenarios applied to a return-focused portfolio
How would a multi-asset private markets portfolio perform under different economic and market scenarios compared to a traditional public markets portfolio? Would a return-focused private markets portfolio outperform its public markets equivalent by a wider margin than a yield-focused one? In the 'Portfolio Perspectives' chapter of our H2 2017 Private Markets Navigator, we analyze the expected impact on returns in the broader private markets industry and public markets of a number of potential macroeconomic scenarios, using our innovative Expected Return Framework.