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The Current State of Private Equity and the Outlook for the Rest of 2024 with Drew Schardt

The Private Equity Podcast, by Raw Selection

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Adapt to Uncertainty: Focus on Capital and Asset Selection

The potential for stagflation presents a looming challenge, particularly if economic growth declines unexpectedly while inflation rises. This scenario could create difficult conditions for economic outlooks in the near to medium term. To navigate such volatility, it is crucial to develop resilient capital structures and prioritize strategic asset selection. In a deal picker's market, the choice of geographies, asset sizes, and industries will significantly influence outcomes over the next three to five years, marking a departure from the historically favorable conditions of low interest rates that previously benefited various investment strategies.

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