Antoine Drean, Founder of Triago, shares 10 Outrageous Predictions for PE in 2024. Surge in syphilis cases in the US discussed. Importance of regular medical care and early treatment emphasized.
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Quick takeaways
Private equity firms face challenges in finding attractive exit opportunities but can still capitalize on buying quality assets at lower prices.
The private credit market is thriving currently, but there is a concern of oversaturation and potential impact on performance in the future as more players enter the space.
Deep dives
Private Equity in a Shifting Landscape
Private equity firms are facing a changing environment, with the focus shifting towards value creation and smarter investments. The aftermath of quantitative easing and low interest rates has led to a flight to quality, making it tougher for private equity to find attractive exit opportunities. However, for those who are adept at navigating difficult times, there are still great opportunities for buying quality assets at lower prices and implementing successful growth plans.
The Rise of Private Credit and Potential Risks
Private credit has become increasingly popular among investors, with many seeking exposure to this asset class. However, there is a concern that the market may become oversaturated, leading to higher valuations and potentially impacting performance. As more players enter the private credit space, competition increases, and the balance between supply and demand becomes crucial. While the asset class is currently thriving, it is important to anticipate a potential return to the mean in the future.
Consolidation and Expansion in the Private Equity Industry
The private equity industry is experiencing consolidation as firms seek to strengthen their positions and offer a broader range of services to clients. Mergers and acquisitions allow firms to leverage their individual strengths and fill gaps in expertise or geographic presence. By creating larger entities with enhanced distribution power, firms aim to become more competitive in a crowded marketplace. The consolidation trend highlights the value of being a comprehensive provider that can offer diverse solutions to clients.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Antoine Drean, Founder at Triago, shares some of his 10 Outrageous Predictions for PE in 2024. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses seeing a surge in syphilis cases in the US. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.