高盛资管：2024年私募市场调研报告（英文版）

Optimism is growing across asset classes, with concerns around macro factors including recession, rates, and inflation falling, while risks due to geopolitical tensions and elevated valuations were seen to increase. As confidence grows, investors are building allocations into new areas of private markets, driving under-allocations for many LPs—particularly in growing areas such as private credit and infrastructure as well as different access points including secondaries and co-investments.Liq