Partners Group publishes private markets outlook for 2020

Partners Group, the global private markets investment manager, has published its 2020 Private Markets Navigator, which shares the firm’s economic outlook and investment preferences for all private markets asset classes.

Introducing the report, Stephan Schäli, partner, CIO, Partners Group, said, “Against a challenging backdrop of low growth and geopolitical uncertainty, we believe offense is the new defense in private markets investing. The main driver of returns in private markets today is growth, therefore we seek opportunities to build resilience instead of buying it by focusing on assets with value creation potential in subsectors with above-average growth rates. Paying close attention to market dynamics and applying a hands-on approach to governance and value creation are key to growing these assets during our ownership and positioning them to withstand business cycles.”

A short summary of the views presented in the 2020 Private Markets Navigator: