Deglobalisation: Alternative assets in a less integrated world
With globalisation in retreat, the implications for private investment are complex. In areas like manufacturing, the push is toward reshoring of portfolio company operations. In risk management, many investors see diversifying their global exposure as key.
LP VIEWS
Alaska’s Waldrop: We prefer single-asset CVs over ‘cats and dogs’
'We tend to like single-asset continuation vehicles if the story is right [and] if it’s with a sponsor that we think is the right owner for that asset going forward,' according to deputy CIO Allen Waldrop.
