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Outlook 2021: Private assets


Early growth investments in Asia and Chinese onshore RMB investments.
As long as investors keep these changing market dynamics in mind - and position their private equity portfolios across a broad range of return drivers – we think investments in the asset class remain highly attractive in 2021.
Impact investment
Philipp Müller, Chief Executive Officer, BlueOrchard:
Emerging markets ultimately fared better than many feared through the Covid-19 pandemic. The initial concerns were that, combined, the hit to trade and tourism, weaker commodity prices and slowing foreign direct investment (FDI) could prove disproportionately damaging for developing economies.
However, overall, emerging market (EM) responses to the pandemic proved effective. Lockdowns were consistent in most countries. Fiscal measures such as tax deferrals, public sector loans or capital injections into businesses were supportive. A weakening USD and monetary policy manoeuvres – from policy ra ....

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