Asset class's performance history

Managers' response to fiscal intervention

How markets differ region to region

How liquidity needs create opportunities

Tools for navigating the market going forward

In the 16th episode of RPM—Reflections on Private Markets, senior members of our private debt team, Ariel Goldblatt and Mark Tsang,  join co-host Graziella Scassillo to discuss the outlook for private debt. They discuss the asset class's performance history (00:31); how managers have responded to fiscal and monetary intervention (2:08); how markets differ region to region (3:06); how liquidity needs of borrowers and lenders alike create investment opportunities (07:04); and tools for navigating the market going forward (10:14).

In the 16th episode of RPM&mdash;Reflections on Private Markets, senior members of our private debt team, Ariel Goldblatt and Mark Tsang,&nbsp; join co-host Graziella Scassillo to discuss the outlook for private debt. They discuss the asset class's performance history (00:31); how managers have responded to fiscal and monetary intervention (2:08); how markets differ region to region (3:06); how liquidity needs of borrowers and lenders alike create investment opportunities (07:04); and tools for navigating the market going forward (10:14).

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone&rsquo;s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

RPM - Reflections on Private Markets

Rpm - Reflections on Private Markets (Season 1)

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

Ariel Goldblatt and Mark Tsang: The 2022 Private Debt Outlook

The focus on Japan and India

Growing deal volume in Japan

Misconceptions about Japan PE

India's investment pitch

The India opportunity set

Advice for investors

In this episode of RPM, Zhiyao Ma and Hansong Qu, Vice Presidents on StepStone's Asia Private Equity team, join co-host Anna Marcus to discuss the investment case for Japan and India and why these markets may be top of mind for investors looking at China +1 alternatives.
The focus on Japan and India (2:21)
Growing deal volume in Japan (4:15)
Misconceptions about Japan PE (7:17)
India's investment pitch (8:44)
The India opportunity set (11:47)
Advice for investors (20:12)


For more on this topic, read our "Diversifying your Asia exposure" whitepaper series which includes papers on Japan private equity and India private equity. 

In this episode of RPM, Zhiyao Ma and Hansong Qu, Vice Presidents on StepStone's Asia Private Equity team, join co-host Anna Marcus&nbsp;to discuss the investment case for Japan and India and why these markets may be top of mind for investors looking at China +1 alternatives.
<ul data-editing-info="{&quot;applyListStyleFromLevel&quot;:true}">
<li>The focus on Japan and India (2:21)</li>
<li>Growing deal volume in Japan (4:15)</li>
<li>Misconceptions about Japan PE (7:17)</li>
<li>India's investment pitch (8:44)</li>
<li>The India opportunity set (11:47)</li>
<li>Advice for investors (20:12)</li>
</ul>
 For more on this topic, read our "Diversifying your Asia exposure" whitepaper series which includes papers on&nbsp;<a href="https://www.stepstonegroup.com/news-insights/diversifying-your-asia-exposure-japan-private-equity/" data-auth="NotApplicable" data-linkindex="0">Japan private equity</a>&nbsp;and&nbsp;<a href="https://www.stepstonegroup.com/news-insights/diversifying-your-asia-exposure-india-private-equity/" data-auth="NotApplicable" data-linkindex="1">India private equity</a>.&nbsp;

Diversifying your Asia exposure with Zhiyao Ma and Hansong Qu

Why evergreens

Historical performance

How to generate liquidity in PD

Benefits for institutions vs. individuals

Co-investments in evergreens

Key considerations

In this episode of RPM, Fabian Körzendörfer, a Zurich-based Partner on StepStone’s Private Debt team, joins co-host Michael Venne to discuss the benefits of private debt and why the asset class fits well with evergreen fund structures.
Why evergreens (03:01)
Historical performance (9:04)
How to generate liquidity in PD (12:49)
Benefits for institutions vs. individuals (19:05)
Co-investments in evergreens (22:02)
Key considerations (25:25)

In this episode of RPM, Fabian K&ouml;rzend&ouml;rfer, a Zurich-based Partner on StepStone&rsquo;s Private Debt team, joins co-host Michael Venne to discuss the benefits of private debt and why the asset class fits well with evergreen fund structures.
<ul>
<li>Why evergreens (03:01)</li>
<li>Historical performance (9:04)</li>
<li>How to generate liquidity in PD (12:49)</li>
<li>Benefits for institutions vs. individuals (19:05)</li>
<li>Co-investments in evergreens (22:02)</li>
<li>Key considerations (25:25)</li>
</ul>

Why private debt is well-suited for evergreen fund structures with Fabian Körzendörfer

Growth of infrastructure asset class

Scale of the secondary market

Drivers of growth in infra secondaries

Synergies from primaries and co-investments

Advice for new investors 

Diversification and other considerations

In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and why the market is gaining momentum. They cover:
Growth of infrastructure asset class (00:51)
Scale of the secondary market (03:26)
Drivers of growth in infra secondaries (05:19)
Synergies from primaries and co-investments (09:36)
Advice for new investors (19:39)
Diversification and other considerations (22:23)

In this episode of RPM, Tim Rees, a London-based Partner on StepStone&rsquo;s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and why the market is gaining momentum. They cover:
<ul>
<li>Growth of infrastructure asset class (00:51)</li>
<li>Scale of the secondary market (03:26)</li>
<li>Drivers of growth in infra secondaries (05:19)</li>
<li>Synergies from primaries and co-investments (09:36)</li>
<li>Advice for new investors (19:39)</li>
<li>Diversification and other considerations (22:23)</li>
</ul>

Ariel Goldblatt and Mark Tsang: The 2022 Private Debt Outlook

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RPM - Reflections on Private Markets

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