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Article | February 2025
Tariffs Are Here: What Does That Mean for Private Equity?
- We believe investments in private equity may be less affected by a tougher U.S. tariff regime than the overall economy.
White Paper | January 2025
Private Equity and Rates, Part II: Do Rates Really Matter for Private Equity?
- As the Federal Reserve embarks on a new rate cut cycle, we explore the long-term relationship between interest rates and private equity performance.
White Paper | January 2025
Private Equity and Rates, Part I: The Theoretical Framework
- Why we think declining rates should raise private equity valuations, and help unblock deal activity and fund distributions.