Investing in 2022 and Beyond

Aman Verjee

  • Allocation
  • Public Markets
  • Venture Capital

Public equities in the US have performed very well over most of the past 40 years, but that favorable backdrop is unlikely to continue. Venture is a long-term bet on innovation, software, and small cap stocks, whereas large public indexes depend largely on financial services, energy, health care, and retail, as well as technology. Investors should look to alpha-producing venture capital to diversify risk across future market cycles.