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What LPs and GPs look at to make sense of the higher-rate environment

Private Equity Spotlight

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Is Inflation Linked to Private Equity?

Jayanti: Inflation is far more structural than people think. It's not simply the product of temporary monetary policies as a result of responses to the global financial crisis or the COVID pandemic, he says. Jayanti: Monetary policy alone will not bring inflation down to levels that people believe to be tolerable. "It will really dampen investment decisions consumption decisions"

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