Newsletters

Why Are GP-led Secondaries an Asset-Class Where You Need to Invest and You Cannot Live Without As global private markets investors, we’re keenly aware of

Show me the Money In this video, our Managing Partner, Miguel Zurita, provides his view on to the weak distribution environment experienced over the past

Why Invest in a Private Equity Co-investment Fund? In this video, our Partner, Carlos Gazulla, explains the main features of a private equity co-investment fund,

Why Invest in Private Markets? In this video, Pilar Junco, Managing Partner and Chief Client Officer at AltamarCAM, shares her vision on why private assets

Capturing the Mid-Market Opportunity Private equity is the main way for investors to systematically achieve diversified access to the large middle market segment and its

Past, Present and Future of Private Markets During the last AltamarCAM Annual Meeting held on June 1st, a conversation took place between Tony James (former

Galdana’s take on AI Artificial Intelligence (AI) represents another paradigm shift that will also have a major impact in shaping our society from here onwards.

Factoring ESG in Investment Decisions The relationship between ESG criteria and investment returns is a growing topic of debate in the private asset sector. AltamarCAM

Private Equity Cash Flows in Times of Upheaval Buyouts experienced sharp falls in activity from peak to trough the year following the beginning of the

Asset Allocation in a Higher-for-Longer Interest Rate Environment As a result of the unrelenting increase in yields to maturity since the summer of 2020, the

Private Credit Strategies for Times of Dislocation As uncertainty, tail risks, and macroeconomic weaknesses rise, the private credit markets could offer opportunities that savvy and

A Bright Spot On The Horizon With a challenging backdrop of geopolitical instability, rising inflation, and public market volatility, 2022 has proven to be a

AltamarCAM’s Views on Recent Evolution of Private Assets’ Valuation In the following video, Miguel Zurita, Managing Partner at AltamarCAM, comments on the more favorable private

Harvesting Illiquidity Premia in Credit The traditional 60/401 portfolio is dominated by equity risk and term premiums. Investors stand to harvest additional sources of risk

Infra – Embedded Resilience Infrastructure is an investable asset class which comprises assets that are essential to guaranteeing competitiveness and providing basic services. It offers

The Operational Resilience of PE Firms Private assets offer a safe harbor to today´s volatility in traditional 60/40 assets. The resilience of private equity in

Private Equity Performance Across the Cycle In our June 2022 newsletter, we took a look at the multiyear deployment pace of private equity funds. As

Staying invested There is a little secret in private asset investing that amateurs do not seem to fully appreciate. The challenge in private assets is

Hedging Inflation Through Real Assets The post COVID-19 global economic rebound and the Ukraine war have triggered a sharp increase in prices, wages, and energy

Staying invested There is a little secret in private asset investing that amateurs do not seem to fully appreciate. The challenge in private assets is