Private Markets: Stability in a Volatile World
In the face of ongoing volatility in public markets, particularly fuelled by uncertainty around the Trump-era tariffs and broader geopolitical noise, private markets continue to offer a compelling alternative for investors seeking greater certainty and stability. Unlike listed equities, which are increasingly driven by short-term sentiment and policy swings, private market investments are rooted in long-term conviction. This lends resilience and strength to portfolios, especially during periods of turbulence.
At Stafford Capital Partners, we view the long-term nature of private markets not as a limitation, but as a critical advantage. Our investment strategies are underpinned by a deep belief in the durability of value over time – a belief that is especially evident in real assets and private equity.
Our Chief Investment Officer, David Lindsay, undertook some preliminary analysis of the impact on our portfolios following the events of Liberation Day on 2nd April 2025.
In this report, we showcase our continued confidence in the enduring appeal of private markets. The appetite for high-quality, sustainability-linked alternatives remains strong. We are committed to this space and continue to believe in the value of long-term, conviction-led investing, where performance is realized over time, not dictated by headlines.
To read our full analysis, download the report here.
For more information, please reach out to investorrelations@staffordcp.com
