Gillian Muessig

Audiences: Corporate leaders and Private Equity (PE) investors: asset allocators for Private Family Offices, corporate funds, governments, banks, NGOs

It is time to pay the piper. After 30+ months of battering from a global pandemic, coupled by trillions of dollars in expenditures to help buffer the impact for employees, SMBs, and entire industries such as travel and tourism, the bull is finally in retreat. The cost of capital is rising. The classic signals of >4% inflation and <4% unemployment rates are evident and investors are pulling capital from high risk investment structures such as VC Funds at breakneck speed. Economic storms are common. They have an impetus, a life cycle, elements of uncertainty and opportunity. What signals inside this particular downturn do we need to look for? Where can asset allocators strategically place capital to set it up for success as this storm transitions to its most important stage: the emergence of economic opportunities?