Browse our extensive collection of leading industry research. Learn more about the latest trends and global performance through our various series of research reports covering a wide range of key topics.
Tactical allocation in private equity portfolios: using macro-economic data
Traditionally, timing the private equity market at a fund level has been considered too difficult, given the long time frames and illiquid nature of limited partnership commitments. However, as the industry matures, and with the availability of powerful data-sets such as those provided by Pevara, it is increasingly possible to identify trends and correlations between private equity returns and wider GDP performance – with the usual caveats, of course!