In the Media

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.

In our H2 2017 Private Markets Navigator, we explain the importance of scenario thinking to our underwriting analysis in an investment environment characterized by stretched valuations and elevated leverage levels. Our base case scenario continues to center around low yet robust economic growth combined with gradual monetary tightening in the US. However, we have defined three test scenarios that can be used to assess the robustness of an asset, sector or portfolio of assets to different economic and market outcomes. We seek assets that not only work well in our base case, but that would also be able to successfully withstand downside scenarios.

Against a backdrop of increasing cybercrime, Partners Group has placed increased focus on ensuring data and transaction security online. We recently launched a bespoke blockchain-based signing and verification service for our Treasury Management team to facilitate the exchange of important documents with third parties. The technology has the potential to be used across many operational processes requiring counterparty interaction, greatly enhancing security for Partners Group's clients and business partners. The graphic below shows how a counterparty can leverage this service for the validation of the integrity of a document.

As investors increasingly warm up to core-plus strategies, Partners Group’s global Co-Head of Private Infrastructure Brandon Prater explains how the firm approaches value creation and why being able to draw from its different business lines plays a key role in adding value.

As the private equity secondaries market matures and becomes more efficient, market participants are having to be innovative when hunting for transactions. This is the consensus among five top secondaries professionals, including Partners Group's Adam Howarth, brought together by Private Equity International to discuss the status of the market.

Partners Group wins awards from PERE, Private Debt Investor and Infrastructure Investor in their 2016 awards round.