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Well that was fast. Now what?

Wells Fargo Investment Institute - February 23, 2021

Key takeaways

  • The rising tide is not expected to lift all boats in 2021, and we still see opportunities for active management and security selection.
  • Low rates coupled with monetary and fiscal policy truncated the default cycle, but for how long?  While we are moderating our near-term return expectations for Distressed strategies, we envision a better opportunity set in the second half of 2021 and into 2022.
  • Within private capital strategies, we continue to focus on small to mid-sized companies and strategies such as venture capital and growth equity, as well as special situations private debt and opportunistic real estate.

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