Chart of the Week: Labor on a Roll
December’s job adds topped expectations, suggesting slower Fed rate cuts. Source: WSJ, The Daily Shot
December’s job adds topped expectations, suggesting slower Fed rate cuts. Source: WSJ, The Daily Shot
Investment grade corporate bond spreads are near record lows. Source: Federal Reserve Economic Data (FRED) – St. Louis Fed, The Daily Shot
After three flat-to-down years, LP’s look to be gearing up for 2025. Source: Private Equity International’s LP Perspectives 2025 Study
The majority of GPs in Europe and North America offer equity co-investment programs. Source: Dechert’s 2025 Global Private Equity Outlook. (Past performance is no guarantee of future results.)
Since 2020 the share of GPs raising larger funds has been growing. Source: PitchBook(Past performance is no guarantee of future results.)
The absence of realizations has hampered distributions to LPs. Source: Burgiss/MSCI(Past performance is no guarantee of future results.)
The growth of equity secondaries is fueled by both LP and GP liquidity needs. Source: Jefferies(Past performance is no guarantee of future results.)
In the absence of M&A activity, PE portfolio companies are held for extended periods. Source: PitchBook(Past performance is no guarantee of future results.)
Despite claims of a “too crowded” private debt market, PE dry powder is four times greater. Source: Preqin(Past performance is no guarantee of future results.)
Fund managers are looking increasingly to global issues for biggest risks. Source: The Daily Shot, BofA Global Research(Past performance is no guarantee of future results.)