Record levels of funds invested into private asset strategies has led to the phenomenon of “too much dry powder” in which new investments fuel higher entry valuations for the slower-growing number of underlying investment opportunities. Nils Rode, Schroders Capital’s Chief Investment Officer, explained that avoiding this involves locating successful investments, those that benefit from a “complexity premium”, as private assets move into a new phase.
Register or log in to continue reading. Investment Officer is an independent journalism platform for professionals working in the Luxembourg investment industry.
A subscription is free for professionals working at banks and independent asset managers.