Private Equity Risk

Despite what people such as Marc Rowan might lead you to believe, there’s really no way to get a higher return without taking more risk.

As Rowan sees it, people invest for their retirement for the long term. One reason private assets promise a higher return is they are less liquid. If you give your money to a private equity fund, it invests in assets that aren’t publicly traded, so you can’t sell them if you need to. After several years, the fund matures, and you get your money back with some return.

In theory at least, you have been compensated for giving up liquidity with a higher return. If you don’t need liquidity — like most retirement savers, Rowan argues — you may as well get that illiquidity premium.

Even the best private equity and credit managers are prone to groupthink and not seeing huge risks. 

Even the smartest people can be blind to big risks — and a market price, on which a lot of smart people are making different bets that are transparent to everyone, is the best insurance against groupthink.

Allison Schrager Bloomberg 20 maj 2024

https://www.bloomberg.com/opinion/articles/2024-05-20/private-equity-is-no-place-for-your-retirement-money


The private credit market $1.5 trillion

https://englundmacro.blogspot.com/2023/05/the-private-credit-market-15-trillion.html


As ultra-cheap money drove a manic hunt for yield, debt investors competing for a piece of new deals accepted ever-weaker safeguards in loan contracts. 

These are the covenants and secure claims to collateral that help lenders recover their money when overleveraged businesses get into trouble.

https://englundmacro.blogspot.com/2023/02/private-equitys-lending-safeguards.html

 

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