A Guest Post from Eric Krusiewizc, AltsResearch, LLC
Private investors are reevaluating their portfolios as they attempt to understand the implications of the COVID-19 crisis on all aspects of the global economy. With some perspective gained from prior cycles (and crises), combined with thoughtful consideration of the macro trends accelerating today, active investors will be able to participate in opportunistic returns being seeded by the crisis.
In the coming years, several macro themes will have emerged from the crisis as winners. Distressed and special situations strategies will drive what has the potential to be historic returns in the buyout world. While infrastructure investing, geared toward investors with very long-term investment horizons, will be fed by shifts in behaviors.
Download the full report: COVID-19-Strategies – Infrastructure-2020