While our market outlook points to a tale of two continents with the likelihood of a continued decoupling between the US and Europe, we see the following trends shaping private markets in 2025:
- Private Equity: Preference for secondaries and mid-market over large cap funds
- Private Debt: Preference for direct lending in both the US and Europe and promising opportunities in portfolio finance and SRT strategies
- Infrastructure: Strong macro tailwinds driving interest in infrastructure and serious consideration for infrastructure secondaries
- Real Estate: Sector selection remains crucial, with attractive entry points emerging in debt and value-add strategies
For a comprehensive view of these trends and more, reach out to us at contact@inpactpartners.com to dive deeper into our market outlook.
