‘Alternative’ Views: Key Themes Driving Valuations Today (Part 1)

When it comes to private markets, the story is a lot more nuanced than news headlines may suggest. Record levels of dry powder sitting on the sidelines across private equity and private credit may signal market stress, but the supply/demand dynamic is more balanced when you look beneath the surface. Conversely, in European real estate, capital is scarce, but valuations differ among sectors and our outlook for the asset class is not one-size-fits-all.

Join Joe Taylor, Head of Capital Markets for Private Credit, Justin Pollack, Managing Director from our Private Equity team, and Joseph De Leo, Managing Partner and Investment Committee Member from PineBridge Benson Elliot’s Real Estate team as they discuss the divergent themes driving valuations with Shannan Simmons, Global Head of Consultant Relations at PineBridge Investments.