Altive | Private Market Investment Strategy in 2023
Important Security Alert
Online scams have become rampant recently. Do not log in to Altive platform or sign any e-documents through links in any suspicious emails, SMS messages, or websites. If you have any doubts, contact Altive to verify the authenticity of the email or SMS. 

Private Market Investment Strategy in 2023

By Altive.20 12月 2022
Share via. 
Private Market Investment Strategy in 2023

Private Market Investment Strategy in 2023

Looking back at 2022, the market has been impacted by a range of factors, including the Russia-Ukraine war, supply chain disruptions, geopolitical tensions, and pandemic lockdowns. As a result, the economy has shown signs of recession due to rising interest rates. In this challenging environment, the performance of stocks, bonds, and cryptocurrencies has been poor. However, as the global economy stabilizes and the pandemic's grip eases, with inflation and interest rates subsiding, what should investors consider for their strategy in 2023? Here's the view based on our observation and analysis:

International trade and China market are expected to rebound

Two major international events, the U.S. midterm elections and the 20th National Congress of the Communist Party of China, have concluded, and international tensions have eased. As the pandemic situation improves and countries including China reopen, the easing of pandemic restrictions should boost the recovery of the global economy and international trade. Additionally, the recovery of the Chinese market could boost the technology sector, particularly companies that rely heavily on Chinese consumers, which has driven GDP growth in recent years; investors may consider companies such as ByteDance, parent company of Douyin, and Xiaohongshu.

The real estate market remains stable

The real estate market has been relatively stable over the past year, with assets such as logistics centers and medical centers showing steady growth. As the economy recovers, it could be worth watching the performance of these assets in 2023. Additionally, with China's lockdown easing, international trade is expected to pick up, leading to strong demand for infrastructure that facilitates it. As a result, high-quality private infrastructure fund products could be a good investment focus next year.

Private credit funds stay strong

The rising rate environment in the past year has benefited private credit funds. While interest rates are expected to peak in Q1 2023, there is no sign of a sharp decline in the short term. As a result, private debt funds are expected to continue performing well in 2023. These funds have multiple sources of income beyond just interest on loans, and their holistic strategies, such as leverage, help balance income and risk. Even if interest rates fall later on, the impact on the income statement will likely be minimal.

After a year of market volatility, many investors are turning to the private market for less volatility and a longer term stable source of income. Altive has made it easier for investors to access the private market by breaking down barriers with technology, allowing them to invest as little as US$10,000. This enables professional investors to move beyond traditional products like stocks and bonds and not have to constantly monitor the stock market.

Sign up to view product returns

Altive Investment Strategy
●●●●●●● Limited
●●●●●●●●
Industry
$ ●●● USD
Company’s Valuation
Professional Investor only

Let’s Talk

We look forward to share our insights and information with you.
Altive is a first-class alternative investment platform. Altive sources, screens, manages and unlocks institutional quality alternative investment opportunities for professional investors.
Language
Connect
@2024 Altive Limited. All rights reserved.
version 1.56.5-prod
This Website and any information contained herein has not been reviewed by Hong Kong Securities and Futures Commission or any other regulatory authority, and is made available by Altive Limited (hereafter “Altive”) for Professional Investors’ general information only and not for any other purpose. For the avoidance of doubt, the term “Professional Investor” refers to and covers Professional Investors as defined under the Securities and Futures Ordinance of Hong Kong, Wholesale Clients within the meaning of the Corporations Act 2001 of Australia, Professional Investors as defined under Securities and Futures Act of Singapore, or other relevant respective local jurisdictions. The Viewer proclaims himself/herself as a Professional Investor by continuing to access the Website. The Viewer agrees that this website shall be used solely as reference, or for informational use and not for any other purposes, commercial or otherwise. Altive is an asset management company licensed with the Securities and Futures Commission (CE no. BPK587) to carry on business in Type 4 (advising on securities) and Type 9 (asset management) regulated activities in Hong Kong under the Securities and Futures Ordinance (Cap. 571). The information contained in this website is not intended and shall not be used or construed as an offer to sell, or a solicitation of any offer to buy, securities of any fund or other investment product in any jurisdiction. The information contained herein is qualified in its entirety by the terms applicable to the investment funds as set out in its constitutive and offering documents (“Fund Documents”) and should be read together with such Fund Documents. Neither Altive nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind related to the adequacy, accuracy or completeness of any information on this site or the use of information on this site. The information in this Website is not intended and should be construed as investment, tax, legal, financial or other advice. Altive holds exclusive and rightful ownership of the intellectual and proprietary rights to all opinions, concepts, ideas, work products, and the like, related to or as a result of the General Information and contents in this Website.