Signals & Shifts: A Macro Outlook for Private Markets – Partners Group – 9.3.25

Summary:

On Demand CE

In a rapidly evolving global macroeconomic landscape—shaped by shifting trade dynamics, tariff-driven inflation pressure, potential rate cuts, and diverging regional growth paths—investors are being forced to rethink traditional portfolio allocations. In this webinar, Anastasia Amoroso, Partners Group Chief Investment Strategist, and John Sievers, Partners Group Head of Private Wealth Sales, will unpack the latest macroeconomic trends, identifying both the risks and the resilient opportunities. Drawing on real-time data and private market trends, they will explore how investors can capitalize on transformational shifts through thoughtful private markets implementation.

Register now to join us for a discussion with insights into:

• Trade clarity is returning – New deals are stabilizing global growth forecasts and reviving M&A and IPO activity.
• Tariffs bring short-term pain – Higher costs are pressuring margins and inflation, but strong private companies’ balance sheets offer resilience relative to public companies’.
• Fed pivot ahead – Weakening U.S. labor markets are likely to prompt rate cuts, improving financing conditions for private assets.
• Structural growth tailwinds – Tax incentives, infrastructure needs, and AI-driven data demand are setting the stage for long-term private markets expansion.
• Europe steps into the spotlight – Lower rates, fiscal support, and cheaper valuations are creating compelling investment opportunities.

Accepted for 1 CFP/ IWI / CFA CE Credit

Speakers:

Anastasia Amoroso is a Managing Director and the Chief Investment Strategist for Private Wealth and Retirement at Partners Group. In this role, Anastasia will have responsibility for providing macroeconomic, private markets, and portfolio management insights to wealth advisors and individual investors. She joins Partners Group from iCapital, where she held the role of Chief Investment Strategist for the last four years. Prior to that, she held senior roles in investment strategy and portfolio management at J.P. Morgan and Merrill Lynch.

John Sievers is a Managing Director and Head of Private Wealth Sales for Partners Group (USA) Inc. In this role, he is a senior member of management responsible for the business development and management of PG’s wealth distribution and servicing platform, established to offer solutions in private equity, growth equity, infrastructure, and credit to financial intermediaries, advisors, and their clients. Mr. Sievers has over 25 years of experience in research, product development, and the distribution of alternative investment strategies. He began his career as a research analyst in Salomon Smith Barney’s Consulting Group, working with the Global Investment Strategy and Asset Allocation Committees. His prior experience also includes business development and management roles at Oaktree Capital Management, Brookfield Asset Management, and Citi, which included time in Singapore as Asia Pacific Head of Citi Global Wealth Management Alternative Investments and as Managing Director for Citi Capital Advisors’ institutional business.