The U.S. economy continues to send mixed signals. Inflation has moderated, labor markets remain relatively resilient, and financial conditions have eased compared to last year.
Our latest survey reveals a market that is increasingly optimistic about the U.S. economy, but far from unanimous.
Private equity investors remain divided on the path of interest rates.
Private equity has spent the last three years waiting for inflation to “normalize.”
The battle between traditional banks and private credit is no longer a zero-sum game.
Private credit has spent the last several years evolving from an alternative financing solution into one of the most crowded corners of private markets.
The competitive dynamic between traditional banks and private credit continues to evolve but the latest survey data suggests a market that is far from settled.
Continuation vehicles have quietly become one of the most important pressure valves in private equity.
Continuation vehicles have moved from niche liquidity tool to core private equity portfolio strategy.
In our latest PE150 micro survey of 58 professionals, sentiment around GP led continuation vehicles is anything but uniform.
