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PMA Quarterly Outlook: 2024 Capital Market Assumptions

by Brian Payne, Head of Portfolio Construction  

Investors should be tactically tilting allocations towards Direct Lending, Distressed Debt, and Directional Hedge Fund strategies at the expense of Real Estate, Private Equity, and Diversifier Hedge Funds. Structural opportunities are emerging in Real Estate and Venture Capital.

BCAリサーチ | Private Markets & Alternatives

Public-private allocation guidance, capital market assumptions, and strategic insight to help investors build forward-looking portfolios they can act on and defend.

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