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The Takeaway with Troy Gayeski: Post-election strategy
Manage episode 461249172 series 2899874
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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his latest strategy note series on the post-election landscape for middle market private equity, private credit, senior commercial real estate lending and liquid multi-strategy funds.
Troy joins Content Strategist Harrison Beck to examine what new policies and continuing trends may mean for investors and allocators. He addresses valuation disparities between listed and private equities, corporate deal flow and bank consolidation, and how middle market private equity may offer compelling opportunities for GARP (growth at a reasonable price).
“We're always trying to look at the pros and cons of election outcomes, just like we look at the pros and cons for any investment opportunity. So far, the pros outweigh the cons.”–Troy A. Gayeski
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Разделы
1. Coming up... (00:00:00)
2. Introduction (00:00:11)
3. Impact of recent election on investor portfolios (00:01:18)
4. Sentiment vs trends: U.S. equity markets (00:04:21)
5. Middle market private equity insights (00:07:20)
6. Private credit post-election (00:12:10)
7. Senior commercial real estate lending (00:15:27)
8. Bank lending trends and multi-strategy funds (00:18:06)
9. Key takeaways (00:25:14)
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