Economic resilience and the evolving opportunity set
Higher interest rates, evolving policy priorities, and rapid advances in artificial intelligence are reshaping the investment landscape. Yet despite these challenges, the economy has remained remarkably resilient, defying expectations and creating new opportunities across both public and private markets.
At the same time, the role of private capital continues to expand. As companies remain private for longer and private capital finances a larger share of economic activity, an increasing amount of value creation is occurring outside of public markets. In our view, these developments may be prompting investors to rethink traditional portfolio construction and consider how private markets can provide access to a broader set of opportunities.
In this edition of In Conversation, Shane Clifford, Head of Global Wealth, sits down with Jason Thomas, Head of Global Research & Investment Strategy, to discuss economic resilience, the affordability challenge, AI's impact on the real economy, and why in his view the long-term case for private markets remains compelling.
In Conversation: economic resilience and the evolving opportunity set
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Economic and market views and forecasts reflect our judgment as of the date of this video and are subject to change without notice. In particular, forecasts are estimated, based on assumptions, and may change materially as economic and market conditions change. Pacharbor Capital Group has no obligation to provide updates or changes to these forecasts. Certain information contained herein has been obtained from sources prepared by other parties, which in certain cases have not been updated through the date hereof. While such information is believed to be reliable for the purpose used herein, Pacharbor Capital Group and its affiliates assume no responsibility for the accuracy, completeness or fairness of such information. This material should not be construed as an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. We are not soliciting any action based on this material. It is general information. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual investors.
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