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Our base case for the US economy is a soft landing, in which inflation slows and recession is avoided. This outcome is supportive for a range of risky assets, most obviously US equities, which in our view remain attractive despite high valuations. Global economic divergence – in which the US accelerates ahead of Europe and Japan – could continue under a second Donald Trump presidency. Investors may need to navigate a geopolitical environment reshaped by tariffs and potential trade wars.
With its hands-on approach to investments and ability to effect lasting change both across its portfolio companies and the industry itself, private equity is in a unique position to positively impact the diversity and inclusion agenda, especially when it comes to fostering female talent. In this article we talk to four key figures from across the industry to explore the issues around diversity and leadership within private equity.
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
