Munich, July 03, 2024
After a period of fewer private equity transactions and a stalled IPO market, a turnaround is in sight. As the economic outlook becomes clearer and financing conditions improve, deal activity is expected to pick up in the second half of 2024. Many investors currently on the sidelines may then be more open to reinvesting in the asset class.
It will be interesting to see what lessons they have learned from the recent market phase, writes Hans-Christian Moritz in a guest article for the German magazine Intelligent Investor. Therein, he explores why we may see a greater focus on segments that have proven particularly resilient in the recent multi-crisis environment.