Strategic approaches to private market investments in a changing landscape

As 2025 unfolds, private asset markets stand at a pivotal juncture, influenced by stabilising economic growth, easing monetary policies, and moderating inflation. Central banks are anticipated to reduce interest rates, enhancing financing conditions and potentially boosting deal flow in private markets. Despite geopolitical tensions and policy uncertainties, sectors such as decarbonisation, artificial intelligence, healthcare, and energy transition present compelling opportunities. Overall, private markets are positioned to offer attractive risk-adjusted returns, leveraging structural trends...