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Naji Nehme, CFA, Chief Investment Officer at Petiole Asset Management AG and David Darst, CFA, Senior Advisor and Investment Strategist discussed with Daniel Nydegger, Relationship Manager at Petiole Asset Management AG, the outlook for markets in 2023 and how investors can seize opportunities in private markets. Below are the main discussion points.
Dr. Nouriel Rubini, Chairman of Rubini Macro Associates LLC, was hosted by Naji Nehme, CFA, Chief Investment Officer at Petiole Asset Management AG, for a discussion inspired by his latest book, Mega Threats. The webinar covered global markets and economics, artificial intelligence, Cold War 2.0 investing, and more. Below are the highlights of the discussion.
In recent decades, investing in public markets in a traditional 60:40 portfolio (60% public equities and 40% public bonds) has delivered solid returns, capable of meeting the needs of most investors. However, this has not always been the case. During the period from 1972 to 1982, the 60/40 portfolio underperformed simply holding cash by 5.6% per annum.
While Private Equity and Real Estate receive the most attention, the third largest alternative asset class - Private Debt - should not be overlooked.
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