2027 Alternative investments outlook: Key themes, risks and opportunities for investors

2027 will be a pivotal year for alternatives. Not only do investors need to see AI hype and CapEx transition to AI delivery, but broadly the efficacy of alternatives in a sustained, higher-for-longer, capital-constrained macro environment remains to be evidenced.

Our specialists will examine these topics and more as they walk through the economic and market environment, highlight emerging risks and potential opportunities, and explore what these developments could mean for investors as they position portfolios for 2027.

• The economic backdrop for alternatives — How interest rates, growth expectations, and policy developments could influence private markets and broader alternatives in 2027.
• Private markets outlook — Key developments across private markets and what they may mean for deployment, valuations, financing conditions, and investor opportunity sets.
• Hedge funds — Finding opportunity amid dispersion, volatility and policy uncertainty.
• Actions for investors — Practical considerations for navigating risk, identifying potential opportunities, and positioning portfolios in a more complex market environment.

• Insights into how macroeconomic and policy developments may affect private markets and hedge fund strategies.
• Practical perspectives on the potential opportunities and risks facing alternative investors.
•  Actionable ideas to help inform portfolio positioning and investment decision-making for the year ahead.