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Sanne's Rolf Caspers featured in the 2021 Views from the Top published by APREA.
Overall, the Views from the Top publication reveals key themes driving institutional investment strategy for 2021 and offers insight into how the smart money will navigate the uncertain and uneven recovery in the Asia-Pacific region.
Valuations, fundraising and deal activity on the rebound. We have seen real strength in companies focused in areas that have been given tailwinds from covid-19. Sectors such as ecommerce, gaming, mobile gaming, software, housing-related themes, healthcare and wellness are doing very well, whereas others, such as the retail and hospitality markets, are struggling. At no point did we see any of the panic reaction we saw during the global financial crisis. By and large, investors have maintained and more often increased their allocations and have continued investing across all strategies. We have seen a small shift favouring growth-oriented investments in some areas of the credit market, but not any significant changes in how investors are approaching the private markets. We are not experiencing or seeing any dramatic changes in investor appetite or their desire to keep allocating and keep investing.”
