Selective Strategies
A New Reality in the Private Markets
Private equity offers attractive opportunities in the small- and mid-cap segment, particularly in fragmented industries or fast-growing niches such as B2B services, healthcare services and climate technologies. In private credit, conservatively structured financings in the European lower-mid-market serve as a stabilising anchor. Infrastructure investments continue to benefit from long-term megatrends such as decarbonisation, digitalisation and mobility – especially in the lower-mid-market and through secondary strategies.
In this environment, selective approaches are crucial. Daniel Boege, Partner & CIO at Golding, outlines how private equity, private credit and infrastructure can each contribute differentiated return drivers – and which opportunities are emerging for long-term investors. Those who focus on quality, operational excellence and strong governance are well positioned to achieve compelling and resilient outcomes, even in today’s more demanding market phase.
Read the full article by Daniel Boege, published in Börsen-Zeitung on 29 November
