YWR: Your Weekend Reading

YWR: Your Weekend Reading

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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: Coffee with Matthias
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YWR: Coffee with Matthias

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Erik
Mar 06, 2023
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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: Coffee with Matthias
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Quick notes and market thoughts from coffee with an unnamed European family office.

  • For European investors 4-5% on 2 year duration investment grade corporate debt looks pretty good.

  • Everyone is stuck in long-term private equity and VC funds for the next five years.

  • PE and VC returns on recent investments might be 5% p.a. (if we are lucky). So again, cas…

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