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THE SHORT-TERM AND LONG-TERM INVESTMENT LANDSCAPE

5 MIN WATCH

March 7, 2024

The short-term and long-term investment landscape

Wayne Yi, Partner & CIO, Simon Quick
Private Credit

Key takeaways

  • Driven by continuing high interest rates and an economy still in transition, Wayne Yi thinks some of the most interesting opportunities in 2024 will be in private credit - particularly structured credit and direct lending - or being a liquidity provider.
  • As the US and other countries move deeper into near- and friend-shoring, there will be investment opportunities centered around manufacturing and business services that focus on logistics.
  • Larger platform companies may find value in buying smaller add-on companies where the debt loads have grown too heavy to carry in a high-interest environment, giving the good business/bad balance sheet an opportunity to thrive.

Investment ideas

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