Author: Ronan Lehane

2023 was a difficult year across the private markets space with many companies finding funding difficult to secure, despite apparent business success. This has led to more rational valuations and a willingness for founders to offer deals to give their businesses addition time to realise their potential. While we don’t expect 2024 to be a boom year, we are seeing some excellent investment opportunities and think the current environment is ripe for investors willing to do their due diligence.

Hold, hold, hold…David Sokulsky says the real opportunities still lie ahead in credit and equities. He sees recession on the horizon for many economies, though also expects the timing of China’s reopening and the onset of European summer could save the US from the worst of it.

The former CIO of Crestone Wealth Management has won seed capital from a number of family offices and individuals for a new global multi-strategy hedge fund.

Markets are waiting with baited breath for the highly anticipated Jackson Hole Symposium later this week, which will reveal whether there’s a divergence between market expectations and those of the Federal Reserve

Don’t be lulled into a false sense of security by the bounce in global equity markets from the recent lows. According to Carrara Capital’s David Sokulsky, the move does not reflect some of the looming risks out there.