Private Markets in the current macroeconomic environment

Newsletter Review | January 2025

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Private Equity deal activity rebounds as market confidence increases

European Private Equity saw a 21.5% increase in deal value in 2024, while the US experienced a 19.3% rise. This broad-based momentum across regions is expected to carry into 2025, supported by a favourable outlook for Private Equity growth.

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Improved exit fundamentals

As investors push Private Equity firms to return capital, distributions will take centre stage in 2025. The deal exit environment is expected to improve – supported by both traditional routes(such as IPOs or strategic transactions) as well as alternative private liquidity solutions (including secondaries, continuation funds, and evergreen structures).

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The positive outlook on Private Markets is further enabled by substantial AI-enabled opportunities

AI investment opportunities in Private Markets:

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