Comparing the private2000® Index with the Manufacturing Sector The private2000® index, representing a sample of private company investments across 30 countries, achieved a 0.72% return in September 2024, 4.45% YTD, and an 8.85% annualised return over the past 12 months. Here, we compare it with the PECCS Manufacturing sector (Code: AC06), which has underperformed with a 0.53% monthly return and...

The private2000® index tracks the monthly performance of 2,000 private companies across 30 key markets and is designed to mirror a globally diversified private equity portfolio. It generated a robust 4.20% return for the quarter ending September 30, 2024, including a 0.72% return in September for the value-weighted version. This performance marks a rebound from the previous quarter’s subdued results,...

As an ESMA-registered benchmark for private renewable infrastructure investments, the infraGreen index accurately reflects the performance of unlisted companies in the renewable energy sector. The index recorded a 5.03% total return in Q3, driven by interest rate cuts and a lower equity risk premium, leading to higher valuations. Among the highlights of Q3 2024: The infraGreen index saw an improvement in...

The infra300® index, widely recognised as the industry benchmark for infrastructure performance, tracks the monthly returns of 300 unlisted infrastructure companies worldwide. The index saw a 5.59% total return in Q3, with the Transport and Renewable sectors being the primary drivers. The index spans a diverse range of sectors, offering a comprehensive view of global infrastructure market trends and performance....

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...