Success Factors in Private Markets
Differentiation Instead of Defense
The market environment for institutional investors remains demanding. Geopolitical uncertainties, uneven economic momentum, and volatile capital markets require more than traditional diversification. Within private markets in particular, quality, focus, and manager selection are increasingly moving to the forefront.
The article examines the role of small- and mid-cap strategies in private equity, the stabilising effect of private credit, and the growing relevance of differentiated infrastructure investments aligned with long-term megatrends. Central to the discussion is how institutional investors can position their allocations more deliberately in order to achieve sustainable outcomes in an increasingly selective market environment.
The article was published in Schweizer Personalvorsorge in January 2026.
