Partnering with firms that have the requisite scale and demonstrated access to top-tier investment opportunities is one way investors can potentially eliminate the J-curve in a private markets investment program.

Private markets continue to become an even more prevalent component of investor portfolios, providing access to an expanded opportunity set and strong diversification beyond traditional stocks and bonds.

Investor interest and participation in private markets continues to grow.

Investor participation and interest in private equity continues to grow. Investors are attracted to private equity for different reasons, including access to the significant investable opportunity set that exists across the universe of private companies, along with lower volatility when compared to public equities.

Why listed infrastructure? Let’s follow the logic chain: Equity-market volatility, low fixed-income yields and increased economic uncertainty all stand as potential stumbling blocks that threaten to derail even the best-laid of plans.

In the first of a three-part series on principles of the low-return imperative, we go under the covers and explain why infrastructure investment may help investors improve the probability of achieving their objectives.