Viewpoints

Chief Investment Officer Perspective – Positioning for the evolving business cycle

Apr 2026

In a more complex macro environment, how should investors position for the next phase of the cycle?

In our latest CIO Perspective, Rishi Kapoor, Vice Chairman and CIO of Investcorp shares Investcorp’s perspective on navigating evolving market dynamics, where diversification, valuation discipline, and active ownership are becoming increasingly important.

From private equity and real assets to credit and infrastructure, the piece outlines how we are positioning across private markets, and why periods of uncertainty continue to create opportunities for disciplined, long-term investors.

Click here to read more.