In response to some of the comments I’ve recently read from executives in the private equity (PE) space, I recently joined Dave Armstrong and Erin Hay from Monument Wealth Management to discuss PE investments.
PE retail push could be symptom not only of low int rates, but also pitch to boomers and that window of rolling out of stocks into safer assets, an easy pitch to pivot from "risky stocks" into "more stable PE" (but we know it's bullshit since the correlation is high).
very thoughtful conversation, thx
PE retail push could be symptom not only of low int rates, but also pitch to boomers and that window of rolling out of stocks into safer assets, an easy pitch to pivot from "risky stocks" into "more stable PE" (but we know it's bullshit since the correlation is high).