Golding News
CIO View I/2026
Start of the Year
The start of the new year unfolds in a market environment marked by simultaneity: easing inflationary pressure contrasts with geopolitical tensions, while operational stability in private markets coincides with continued subdued transaction activity. Clear trends remain scarce.
In times like these, clear orientation is essential for well-informed investment decisions.
In the latest Golding CIO View, our Chief Investment Officer Daniel Boege assesses the current market environment and explains why opportunities in private markets today arise less from broad market exposure and more from targeted selection, structuring and access. The analysis focuses on the structural drivers in private equity, private credit and infrastructure, as well as the importance of manager quality, operational value creation and disciplined capital allocation.
Read in the current CIO View where a selective approach makes the difference, which risks need to be kept in focus, and what matters most for long-term oriented investors at present.
