Economic growth slowed, with U.S. GDP growth easing from 2.1% in Q1 to an initial estimate of 1.5% in Q2, while higher energy prices weighed on global growth.
Inflation remained sticky and highly dependent on energy prices, with higher energy costs contributing to slower growth in Europe and Asia.
Private equity returns are going to be driven by disciplined pricing, operational value creation, resilient business models, and long-term secular trends.
Portfolio considerations include concentration, inflation, valuations, interest rates, and volatility, while key macro risks include geopolitical shocks, technology bubble, and fiscal concerns.
Real assets, real estate credit, and Chinese markets are attracting investor attention, while private equity sponsors are shifting focus toward smaller and mid-sized companies.
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