How do private debt funds typically perform during market upturns compared to other types of investments

Based on the search results, private debt funds have historically performed well during market upturns compared to other types of investments. Here are some examples:

  1. Outperformance of benchmarks: Private debt funds have outperformed bond and equity market benchmarks in the cross-section, with high performance dispersion across strategies and performance quartiles 1 2 .
  1. Higher risk-adjusted returns: Private debt as an asset class has delivered higher risk-adjusted returns compared to traditional fixed-income investments 3 2 .
  1. Lower volatility: Private debt funds have lower volatility compared to public markets, which can make them more attractive during market upturns 4 .
  2. Reduced correlation to public markets: Private debt funds have reduced correlation to public markets, which can make them more attractive during market upturns 4 .
  1. Buy-and-hold strategy: Private debt funds are typically buy-and-hold investments, which can make them more attractive during market upturns as investors can hold onto their investments until the market reaches its peak 5 .

However, it is important to note that private debt funds are not immune to market upturns and can still experience losses. Additionally, private debt funds are illiquid and may not be suitable for all investors, especially those who need liquidity during a market upturn. Therefore, investors should carefully consider their investment objectives and risk tolerance before investing in private debt funds.

In summary, private debt funds have historically performed well during market upturns compared to other types of investments, with outperformance of benchmarks, higher risk-adjusted returns, lower volatility, reduced correlation to public markets, and a buy-and-hold strategy. However, investors should carefully consider the risks associated with private debt investments and their own investment objectives before investing in private debt funds.

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