REPORTS

The sale of 50% of Opella to CD&R by Sanofi in October 2024 was the largest buyout in Europe this year and also the opportunity for last minute intrigue and political drama of which only the French have the secret. After several increases of the bid price, including an 11th hour attempt by PAI to outbid CD&R by a meagre...

Higher interest rates, a sluggish exit environment, reduced distributions, and extended fundraising periods have created a challenging backdrop for private equity valuations. These factors have contributed to putting downward pressure on valuations. Despite the headwinds facing private equity valuations, the current market presents compelling opportunities for discerning investors who can leverage granular data to identify undervalued assets. In a new...

Private equity investments offer high returns in exchange for taking a certain level of risk. These risks result first and foremost in considerable return dispersion and sometimes, despite the long-term investment horizon, in exits in less favourable conditions than anticipated by investors. Private companies can also go bankrupt, but they are more likely to do so in certain segments of...

Scientific Infra & Private Assets is pleased to present an approach using privateMetrics® data to measure and track the alpha of private market funds, allowing robust and representative fund selection and monitoring. infraMetrics® & privateMetrics® provide access to hundreds of benchmarks across the infrastructure and private equity asset classes, enabling investors to create the most representative benchmark for the fund...

The Infra300® Equity Index is a comprehensive global index representing the monthly total return of 300 unlisted infrastructure companies. This ESMA-registered market benchmark for private infrastructure investments is meticulously designed to provide an accurate reflection of the performance of the unlisted infrastructure sector by tracking various TICCS® segments, ensuring a broad and detailed representation of the unlisted infrastructure universe. Quarter-over-quarter,...

In Q1, we noticed that core inflation remains persistent, suggesting that central banks are more likely to maintain current high interest rates for a longer period. Additionally, gas and oil prices have risen recently due to renewed concerns over potential escalation of geopolitical tensions and OPEC production cuts, further contributing to price pressures. The increase in oil prices can be...