Navigating the 2026 economic outlook: inflation, market risks, and investment opportunities

Описание: Join Andrew Tinari, Investment Manager in Private Markets at L&G Asset Management America, as he analyzes the economic outlook for 2026. Tinari explores critical market risks including inflation pressures, leveraged credit vulnerabilities, and liquidity concerns, while examining how a 'higher for longer' interest rate environment reshapes investment strategies. Andrew examines how geopolitical tensions affect market liquidity and identifies growth opportunities in alternative investments, infrastructure, and corporate markets. He also shares practical strategies for managing liquidity challenges and navigating the changing private placements landscape.

Continue these conversations and connect with industry leaders at Placements Industry Forum Europe 2026, Europe's only dedicated private placements event. Join us 15 - 16 September 2026 in Amsterdam: https://informaconnect.com/private-pl...



00:00 Introduction
00:08 Macro economic outlook and risks for 2026
00:25 Inflation and growth trends
01:21 Sectoral risks and leveraged credit
02:18 Liquidity risks and geopolitical influences
03:13 Investment grade private placements
03:54 Liquidity management strategies
05:00 Secondary trading market insights
06:28 Illiquidity premium and spread buildup
07:25 Drivers of illiquidity premium
09:33 2026 originations and opportunities
10:27 Sector-specific opportunities
12:21 Corporate issuance and growth
13:49 Conclusion