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Our analyses covering private equities, private infrastructure and infra debt markets.
Featured image for “Private Equity Valuations: The Calm Before the Next Surge?”

Private Equity Valuations: The Calm Before the Next Surge?

Jan. 10, 2025
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Featured image for “Unlock ICS Compliance with infraMetrics and privateMetrics”

Unlock ICS Compliance with infraMetrics and privateMetrics

Dec. 12, 2024
The adoption of the Insurance Capital Standard (ICS) by IAIS establishes a new global framework for capital adequacy, providing a risk-sensitive approach to enhance financial stability for Internationally Active Insurance Groups (IAIGs). How infraMetrics and privateMetrics Support ICS Compliance: Market-Aligned Valuation: These platforms provide timely, market-driven data that meets ICS’s Market-Adjusted Valuation (MAV) requirements, ensuring accurate and consistent reporting. Tailored...
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How Did the Private Equities Market Perform this September?

Nov. 14, 2024
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...

Did Sanofi sell Opella at the right price? A no headache solution to the Doliprane valuation

Nov. 05, 2024
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...
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Buy, Sell or Hold? Is Private Equity Cheaper Now?

Oct. 31, 2024
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...
Featured image for “How Risky is Private Equity? The Case of Manufacturing and Natural Resources Sectors in Europe”

How Risky is Private Equity? The Case of Manufacturing and Natural Resources Sectors in Europe

Oct. 10, 2024
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...