Potential Election Impacts on the Private Equity and Private Credit Sectors – While the 2024 election cycle may introduce temporary uncertainty, the convergence of positive economic trends such as waning inflation, anticipated additional interest rate cuts, and cautious optimism for a soft landing suggests robust M&A activity into 2025. Additionally, private equity and private credit firms have significant funds ready to invest, and a backlog of PE portfolio company exits is expected to boost the market going into 2025.
Source: 2024 Election – Implications on Private Equity & Private Credit