Private markets titans back their asset class over bonds

Private markets managers are at loggerheads with their bond market counterparts about how investors can best protect and grow their wealth in a period of high inflation.

“The setup is very good for bonds. You’re getting paid to own a defensive asset, and it will provide you with insurance given the uncertainty that we have,” she told Vesna Poljak, Markets Editor, AFR - Tim Sims, Managing Director & Co-Founder, Pacific Equity Partners - Amy Xie Patrick, Head of Income Strategies, Pendal Group - Stewart Upson, Asia Pacific CEO, BrookfieldMr Upson said that – coupled with the rise of environmental, social and governance investing – had compounded the challenge for public companies.

“If it does happen, it’s usually the very unfortunate end result of another problem in a very flighty market, not the result of people deliberately overpricing to create personal embarrassment for themselves a year later.”Ms Xie Patrick said she felt inflationary fears were “overblown” and had subsided compared to last year. The challenge for central banks was determining when they had done enough, without breaking growth.

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